Vectors Research Management’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Vectors Research 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
2022 Q3	–	Sell	-3,653	Closed	-$73K	–	273
2022 Q2	$73K	Sell	3,653 -30	-0.8%	-$598	0.02%	192
2022 Q1	$74K	Sell	3,683 -13	-0.4%	-$261	0.02%	195
2021 Q4	$75K	Buy	3,696 +26	+0.7%	+$524	0.02%	225
2021 Q3	$74K	Buy	3,670 +39	+1%	+$787	0.02%	213
2021 Q2	$73K	Buy	3,631 +2,813	+344%	+$56.8K	0.02%	210
2021 Q1	$17K	Buy	818 +244	+43%	+$4.92K	﹤0.01%	293
2020 Q4	$12K	Buy	+574	New	+$11.6K	﹤0.01%	315

Other funds holding FUMB

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RJFSA

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

APWM

Atlas Private Wealth Management Albany, New York $238M AUM 17.48% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

IWA

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SAM

Strategy Asset Managers Pasadena, California $609M AUM 32.56% 1-Year Est. Return

Vectors Research Management's FUMB Position: Q3 2022 in Review

Vectors Research Management sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q3 2022, closing a stake of 3,653 shares — an estimated $73K sold.

Vectors Research Management first reported a position in FUMB in Q4 2020 and held it in 7 quarters. The position peaked at $75K in Q4 2021. 77 funds tracked by Wall St. Rank hold FUMB as of Q3 2022.

Vectors Research Management reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q3 2022 after selling out during the quarter.
Vectors Research Management sold 3,653 First Trust Ultra Short Duration Municipal ETF shares in Q3 2022, an estimated $73K.
Vectors Research Management first reported a position in First Trust Ultra Short Duration Municipal ETF in Q4 2020 and held it in 7 quarters.
Vectors Research Management's First Trust Ultra Short Duration Municipal ETF position peaked at $75K in Q4 2021.
77 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q3 2022.

Based on Vectors Research Management's 13F filing for Q3 2022, filed 8 Nov 2022.