Sutton Place Investors’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Sutton Place Investors’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	-10,000	Closed	-$201K	–	152
2023 Q4	$201K	Hold	10,000	–	–	0.15%	117
2023 Q3	$199K	Hold	10,000	–	–	0.26%	71
2023 Q2	$200K	Sell	10,000 -500	-5%	-$9.98K	0.28%	64
2023 Q1	$210K	Sell	10,500 -2,480	-19%	-$49.5K	0.28%	57
2022 Q4	$259K	Sell	12,980 -8,020	-38%	-$160K	0.37%	49
2022 Q3	$416K	Buy	+21,000	New	+$419K	0.63%	37
2022 Q2	–	Sell	-10,673	Closed	-$213K	–	70
2022 Q1	$213K	Sell	10,673 -14,237	-57%	-$286K	0.25%	72
2021 Q4	$502K	Buy	+24,910	New	+$502K	0.58%	47

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

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

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

Sutton Place Investors's FUMB Position: Q1 2024 in Review

Sutton Place Investors sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q1 2024, closing a stake of 10,000 shares — an estimated $201K sold.

Sutton Place Investors first reported a position in FUMB in Q4 2021 and held it in 8 quarters. The position peaked at $502K in Q4 2021. 83 funds tracked by Wall St. Rank hold FUMB as of Q1 2024.

Sutton Place Investors reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q1 2024 after selling out during the quarter.
Sutton Place Investors sold 10,000 First Trust Ultra Short Duration Municipal ETF shares in Q1 2024, an estimated $201K.
Sutton Place Investors first reported a position in First Trust Ultra Short Duration Municipal ETF in Q4 2021 and held it in 8 quarters.
Sutton Place Investors's First Trust Ultra Short Duration Municipal ETF position peaked at $502K in Q4 2021.
83 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2024.

Based on Sutton Place Investors's 13F filing for Q1 2024, filed 22 Apr 2024.