WealthCare Investment Partners’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

WealthCare Investment Partners’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
2023 Q2	–	Sell	-14,637	Closed	-$292K	–	126
2023 Q1	$292K	Sell	14,637 -2,044	-12%	-$40.8K	0.18%	94
2022 Q4	$333K	Buy	16,681 +72	+0.4%	+$1.43K	0.23%	82
2022 Q3	$329K	Buy	16,609 +46	+0.3%	+$918	0.27%	77
2022 Q2	$331K	Buy	+16,563	New	+$330K	0.28%	75

Other funds holding FUMB

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RJFSA

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

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

APWM

Atlas Private Wealth Management Albany, New York $238M AUM 17.48% 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

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

WealthCare Investment Partners's FUMB Position: Q2 2023 in Review

WealthCare Investment Partners sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q2 2023, closing a stake of 14,637 shares — an estimated $292K sold.

WealthCare Investment Partners first reported a position in FUMB in Q2 2022 and held it in 4 quarters. The position peaked at $333K in Q4 2022. 88 funds tracked by Wall St. Rank hold FUMB as of Q2 2023.

WealthCare Investment Partners reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q2 2023 after selling out during the quarter.
WealthCare Investment Partners sold 14,637 First Trust Ultra Short Duration Municipal ETF shares in Q2 2023, an estimated $292K.
WealthCare Investment Partners first reported a position in First Trust Ultra Short Duration Municipal ETF in Q2 2022 and held it in 4 quarters.
WealthCare Investment Partners's First Trust Ultra Short Duration Municipal ETF position peaked at $333K in Q4 2022.
88 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q2 2023.

Based on WealthCare Investment Partners's 13F filing for Q2 2023, filed 13 Jul 2023.