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

Wedbush Securities’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
2020
Q3 		– Sell
-11,550
Closed -$232K – 963
2020
Q2 		$232K Sell
11,550
-2,350
-17% -$47.3K 0.02% 711
2020
Q1 		$280K Buy
+13,900
New +$279K 0.03% 547

Other funds holding FUMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
APWM
Atlas Private Wealth Management Albany, New York $238M AUM 17.48% 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
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wedbush Securities's FUMB Position: Q3 2020 in Review

Wedbush Securities sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q3 2020, closing a stake of 11,550 shares — an estimated $232K sold.

Wedbush Securities first reported a position in FUMB in Q1 2020 and held it in 2 quarters. The position peaked at $280K in Q1 2020. 36 funds tracked by Wall St. Rank hold FUMB as of Q3 2020.

  • Wedbush Securities reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q3 2020 after selling out during the quarter.
  • Wedbush Securities sold 11,550 First Trust Ultra Short Duration Municipal ETF shares in Q3 2020, an estimated $232K.
  • Wedbush Securities first reported a position in First Trust Ultra Short Duration Municipal ETF in Q1 2020 and held it in 2 quarters.
  • Wedbush Securities's First Trust Ultra Short Duration Municipal ETF position peaked at $280K in Q1 2020.
  • 36 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q3 2020.

Based on Wedbush Securities's 13F filing for Q3 2020, filed 20 Oct 2020.