Sheets Smith Wealth Management’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Sheets Smith Wealth Management’s Portfolio FUMB Stock Details FUMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-10,000	Closed	-$201K	–	386
2023 Q4	$201K	Hold	10,000	–	–	0.03%	329
2023 Q3	$199K	Hold	10,000	–	–	0.03%	311
2023 Q2	$200K	Hold	10,000	–	–	0.03%	313
2023 Q1	$200K	Hold	10,000	–	–	0.03%	302
2022 Q4	$200K	Hold	10,000	–	–	0.03%	294
2022 Q3	$198K	Hold	10,000	–	–	0.03%	289
2022 Q2	$200K	Hold	10,000	–	–	0.03%	291
2022 Q1	$200K	Hold	10,000	–	–	0.03%	338
2021 Q4	$202K	Buy	+10,000	New	+$202K	0.03%	362

Other funds holding FUMB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MFG

Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

Sheets Smith Wealth Management's FUMB Position: Q1 2024 in Review

Sheets Smith Wealth Management sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q1 2024, closing a stake of 10,000 shares — an estimated $201K sold.

Sheets Smith Wealth Management first reported a position in FUMB in Q4 2021 and held it in 9 quarters. The position peaked at $202K in Q4 2021. 83 funds tracked by Wall St. Rank hold FUMB as of Q1 2024.

Sheets Smith Wealth Management reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q1 2024 after selling out during the quarter.
Sheets Smith Wealth Management sold 10,000 First Trust Ultra Short Duration Municipal ETF shares in Q1 2024, an estimated $201K.
Sheets Smith Wealth Management first reported a position in First Trust Ultra Short Duration Municipal ETF in Q4 2021 and held it in 9 quarters.
Sheets Smith Wealth Management's First Trust Ultra Short Duration Municipal ETF position peaked at $202K in Q4 2021.
83 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2024.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.