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Spectrum Wealth Counsel’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Spectrum Wealth Counsel’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
-2,573
Closed -$51.6K – 380
2023
Q4 		$51.6K Buy
+2,573
New +$51.5K 0.01% 191

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

Spectrum Wealth Counsel's FUMB Position: Q1 2024 in Review

Spectrum Wealth Counsel sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q1 2024, closing a stake of 2,573 shares — an estimated $51.6K sold.

Spectrum Wealth Counsel first reported a position in FUMB in Q4 2023 and held it in 1 quarter. The position peaked at $51.6K in Q4 2023. 83 funds tracked by Wall St. Rank hold FUMB as of Q1 2024.

  • Spectrum Wealth Counsel reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q1 2024 after selling out during the quarter.
  • Spectrum Wealth Counsel sold 2,573 First Trust Ultra Short Duration Municipal ETF shares in Q1 2024, an estimated $51.6K.
  • Spectrum Wealth Counsel first reported a position in First Trust Ultra Short Duration Municipal ETF in Q4 2023 and held it in 1 quarter.
  • Spectrum Wealth Counsel's First Trust Ultra Short Duration Municipal ETF position peaked at $51.6K in Q4 2023.
  • 83 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2024.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2024, filed 6 May 2024.