Spire Wealth Management’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Spire Wealth Management’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 Q2	–	Sell	-15,281	Closed	-$306K	–	2281
2024 Q1	$306K	Hold	15,281	–	–	0.01%	660
2023 Q4	$307K	Sell	15,281 -1,847	-11%	-$36.9K	0.01%	643
2023 Q3	$341K	Sell	17,128 -1,254	-7%	-$25K	0.01%	566
2023 Q2	$367K	Buy	+18,382	New	+$367K	0.01%	566

Other funds holding FUMB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

MFG

Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

Spire Wealth Management's FUMB Position: Q2 2024 in Review

Spire Wealth Management sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q2 2024, closing a stake of 15,281 shares — an estimated $306K sold.

Spire Wealth Management first reported a position in FUMB in Q2 2023 and held it in 4 quarters. The position peaked at $367K in Q2 2023. 82 funds tracked by Wall St. Rank hold FUMB as of Q2 2024.

Spire Wealth Management reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q2 2024 after selling out during the quarter.
Spire Wealth Management sold 15,281 First Trust Ultra Short Duration Municipal ETF shares in Q2 2024, an estimated $306K.
Spire Wealth Management first reported a position in First Trust Ultra Short Duration Municipal ETF in Q2 2023 and held it in 4 quarters.
Spire Wealth Management's First Trust Ultra Short Duration Municipal ETF position peaked at $367K in Q2 2023.
82 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.