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Sowell Financial Services’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-10,485
Closed -$209K – 650
2023
Q1 		$209K Buy
+10,485
New +$209K 0.02% 679

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NA
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APWM
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Sowell Financial Services's FUMB Position: Q2 2023 in Review

Sowell Financial Services sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q2 2023, closing a stake of 10,485 shares — an estimated $209K sold.

Sowell Financial Services first reported a position in FUMB in Q1 2023 and held it in 1 quarter. The position peaked at $209K in Q1 2023. 88 funds tracked by Wall St. Rank hold FUMB as of Q2 2023.

  • Sowell Financial Services reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q2 2023 after selling out during the quarter.
  • Sowell Financial Services sold 10,485 First Trust Ultra Short Duration Municipal ETF shares in Q2 2023, an estimated $209K.
  • Sowell Financial Services first reported a position in First Trust Ultra Short Duration Municipal ETF in Q1 2023 and held it in 1 quarter.
  • Sowell Financial Services's First Trust Ultra Short Duration Municipal ETF position peaked at $209K in Q1 2023.
  • 88 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q2 2023.

Based on Sowell Financial Services's 13F filing for Q2 2023, filed 14 Aug 2023.