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Silver Oak Securities’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Silver Oak Securities’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
2023
Q1 		– Sell
-10,759
Closed -$215K – 402
2022
Q4 		$215K Buy
+10,759
New +$214K 0.04% 275

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 $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
APWM
Atlas Private Wealth Management Albany, New York $238M AUM 17.48% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Silver Oak Securities's FUMB Position: Q1 2023 in Review

Silver Oak Securities sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q1 2023, closing a stake of 10,759 shares — an estimated $215K sold.

Silver Oak Securities first reported a position in FUMB in Q4 2022 and held it in 1 quarter. The position peaked at $215K in Q4 2022. 90 funds tracked by Wall St. Rank hold FUMB as of Q1 2023.

  • Silver Oak Securities reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q1 2023 after selling out during the quarter.
  • Silver Oak Securities sold 10,759 First Trust Ultra Short Duration Municipal ETF shares in Q1 2023, an estimated $215K.
  • Silver Oak Securities first reported a position in First Trust Ultra Short Duration Municipal ETF in Q4 2022 and held it in 1 quarter.
  • Silver Oak Securities's First Trust Ultra Short Duration Municipal ETF position peaked at $215K in Q4 2022.
  • 90 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2023.

Based on Silver Oak Securities's 13F filing for Q1 2023, filed 5 May 2023.