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Simplicity Solutions’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Simplicity Solutions’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
Q4 		$1.15M Hold
57,209
– – 0.03% 410
2023
Q3 		$1.14M Hold
57,209
– – 0.04% 386
2023
Q2 		$1.14M Hold
57,209
– – 0.03% 433
2023
Q1 		$1.14M Buy
+57,209
New +$1.14M 0.03% 444

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return

Simplicity Solutions's FUMB Position: Q4 2023 in Review

Simplicity Solutions held its First Trust Ultra Short Duration Municipal ETF (FUMB) position steady in Q4 2023 at 57,209 shares worth $1.15M. The position accounts for 0.03% of the portfolio, ranked #410.

Simplicity Solutions first reported a position in FUMB in Q1 2023 and has held it in 4 quarters since. 95 funds tracked by Wall St. Rank hold FUMB as of Q4 2023.

  • Simplicity Solutions held 57,209 shares of First Trust Ultra Short Duration Municipal ETF worth $1.15M as of Q4 2023.
  • Simplicity Solutions left its First Trust Ultra Short Duration Municipal ETF share count unchanged in Q4 2023.
  • First Trust Ultra Short Duration Municipal ETF made up 0.03% of Simplicity Solutions's portfolio in Q4 2023, its #410 holding.
  • Simplicity Solutions first reported a position in First Trust Ultra Short Duration Municipal ETF in Q1 2023 and has held it in 4 quarters since.
  • 95 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.