SWA
FUMB icon

Stratos Wealth Advisors’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Stratos Wealth 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
2022
Q1 		– Sell
-17,239
Closed -$348K – 539
2021
Q4 		$348K Hold
17,239
– – 0.03% 440
2021
Q3 		$348K Sell
17,239
-5,169
-23% -$104K 0.03% 409
2021
Q2 		$452K Sell
22,408
-3,446
-13% -$69.6K 0.04% 372
2021
Q1 		$522K Buy
25,854
+7,035
+37% +$142K 0.06% 305
2020
Q4 		$380K Buy
+18,819
New +$379K 0.05% 282

Other funds holding FUMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
APWM
Atlas Private Wealth Management Albany, New York $238M AUM 17.48% 1-Year Est. Return
SAM
Strategy Asset Managers Pasadena, California $609M AUM 32.56% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Stratos Wealth Advisors's FUMB Position: Q1 2022 in Review

Stratos Wealth Advisors sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q1 2022, closing a stake of 17,239 shares — an estimated $348K sold.

Stratos Wealth Advisors first reported a position in FUMB in Q4 2020 and held it in 5 quarters. The position peaked at $522K in Q1 2021. 52 funds tracked by Wall St. Rank hold FUMB as of Q1 2022.

  • Stratos Wealth Advisors reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q1 2022 after selling out during the quarter.
  • Stratos Wealth Advisors sold 17,239 First Trust Ultra Short Duration Municipal ETF shares in Q1 2022, an estimated $348K.
  • Stratos Wealth Advisors first reported a position in First Trust Ultra Short Duration Municipal ETF in Q4 2020 and held it in 5 quarters.
  • Stratos Wealth Advisors's First Trust Ultra Short Duration Municipal ETF position peaked at $522K in Q1 2021.
  • 52 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2022.

Based on Stratos Wealth Advisors's 13F filing for Q1 2022, filed 26 Apr 2022.