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WR Wealth Planners’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

WR Wealth Planners’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
Q4 		– Sell
-7,682
Closed -$152K – 518
2022
Q3 		$152K Sell
7,682
-552
-7% -$11K 0.11% 110
2022
Q2 		$164K Buy
+8,234
New +$164K 0.11% 107

Other funds holding FUMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 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
APWM
Atlas Private Wealth Management Albany, New York $238M AUM 17.48% 1-Year Est. Return

WR Wealth Planners's FUMB Position: Q4 2022 in Review

WR Wealth Planners sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q4 2022, closing a stake of 7,682 shares — an estimated $152K sold.

WR Wealth Planners first reported a position in FUMB in Q2 2022 and held it in 2 quarters. The position peaked at $164K in Q2 2022. 84 funds tracked by Wall St. Rank hold FUMB as of Q4 2022.

  • WR Wealth Planners reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q4 2022 after selling out during the quarter.
  • WR Wealth Planners sold 7,682 First Trust Ultra Short Duration Municipal ETF shares in Q4 2022, an estimated $152K.
  • WR Wealth Planners first reported a position in First Trust Ultra Short Duration Municipal ETF in Q2 2022 and held it in 2 quarters.
  • WR Wealth Planners's First Trust Ultra Short Duration Municipal ETF position peaked at $164K in Q2 2022.
  • 84 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q4 2022.

Based on WR Wealth Planners's 13F filing for Q4 2022, filed 10 Oct 2024.