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TRUADVICE’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

TRUADVICE’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
2021
Q3 		– Sell
-10,815
Closed -$218K – 187
2021
Q2 		$218K Sell
10,815
-14,875
-58% -$300K 0.05% 290
2021
Q1 		$518K Buy
25,690
+7,730
+43% +$156K 0.15% 124
2020
Q4 		$362K Buy
+17,960
New +$362K 0.11% 177

Other funds holding FUMB

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TRUADVICE's FUMB Position: Q3 2021 in Review

TRUADVICE sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q3 2021, closing a stake of 10,815 shares — an estimated $218K sold.

TRUADVICE first reported a position in FUMB in Q4 2020 and held it in 3 quarters. The position peaked at $518K in Q1 2021. 46 funds tracked by Wall St. Rank hold FUMB as of Q3 2021.

  • TRUADVICE reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q3 2021 after selling out during the quarter.
  • TRUADVICE sold 10,815 First Trust Ultra Short Duration Municipal ETF shares in Q3 2021, an estimated $218K.
  • TRUADVICE first reported a position in First Trust Ultra Short Duration Municipal ETF in Q4 2020 and held it in 3 quarters.
  • TRUADVICE's First Trust Ultra Short Duration Municipal ETF position peaked at $518K in Q1 2021.
  • 46 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q3 2021.

Based on TRUADVICE's 13F filing for Q3 2021, filed 9 Nov 2021.