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Snowden Capital Advisors’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Snowden Capital Advisors’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
-12,387
Closed -$248K – 1189
2023
Q4 		$248K Sell
12,387
-1,442
-10% -$28.8K 0.01% 994
2023
Q3 		$275K Sell
13,829
-459
-3% -$9.16K 0.01% 888
2023
Q2 		$285K Sell
14,288
-228
-2% -$4.55K 0.01% 972
2023
Q1 		$290K Sell
14,516
-8,932
-38% -$178K 0.01% 953
2022
Q4 		$468K Sell
23,448
-23,662
-50% -$471K 0.02% 731
2022
Q3 		$933K Sell
47,110
-44,126
-48% -$880K 0.04% 441
2022
Q2 		$1.82M Sell
91,236
-2,156
-2% -$43K 0.08% 275
2022
Q1 		$1.86M Buy
93,392
+551
+0.6% +$11.1K 0.07% 288
2021
Q4 		$1.87M Buy
92,841
+6,648
+8% +$134K 0.1% 248
2021
Q3 		$1.74M Buy
86,193
+2,127
+3% +$42.9K 0.09% 273
2021
Q2 		$1.7M Buy
84,066
+10,712
+15% +$216K 0.09% 287
2021
Q1 		$1.48M Buy
73,354
+28,011
+62% +$565K 0.09% 277
2020
Q4 		$915K Buy
45,343
+7,043
+18% +$142K 0.06% 315
2020
Q3 		$772K Sell
38,300
-13,956
-27% -$281K 0.06% 304
2020
Q2 		$1.05M Buy
+52,256
New +$1.05M 0.09% 257

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
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 $75.1B 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 $570B 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

Snowden Capital Advisors's FUMB Position: Q1 2024 in Review

Snowden Capital Advisors sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q1 2024, closing a stake of 12,387 shares — an estimated $248K sold.

Snowden Capital Advisors first reported a position in FUMB in Q2 2020 and held it in 15 quarters. The position peaked at $1.87M in Q4 2021. 83 funds tracked by Wall St. Rank hold FUMB as of Q1 2024.

  • Snowden Capital Advisors reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q1 2024 after selling out during the quarter.
  • Snowden Capital Advisors sold 12,387 First Trust Ultra Short Duration Municipal ETF shares in Q1 2024, an estimated $248K.
  • Snowden Capital Advisors first reported a position in First Trust Ultra Short Duration Municipal ETF in Q2 2020 and held it in 15 quarters.
  • Snowden Capital Advisors's First Trust Ultra Short Duration Municipal ETF position peaked at $1.87M in Q4 2021.
  • 83 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2024.

Based on Snowden Capital Advisors's 13F filing for Q1 2024, filed 15 May 2024.