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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return