NewEdge Advisors LLC Decreases Holdings in First Trust Ultra Short Duration Municipal ETF $FUMB

NewEdge Advisors LLC decreased its position in First Trust Ultra Short Duration Municipal ETF (NYSEARCA:FUMBFree Report) by 58.6% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 273,506 shares of the company’s stock after selling 387,351 shares during the quarter. NewEdge Advisors LLC owned 2.28% of First Trust Ultra Short Duration Municipal ETF worth $5,484,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also recently made changes to their positions in FUMB. Security Financial Services INC. purchased a new position in First Trust Ultra Short Duration Municipal ETF in the 4th quarter worth $547,000. Rothschild Wealth LLC purchased a new stake in First Trust Ultra Short Duration Municipal ETF during the fourth quarter valued at about $1,292,000. XML Financial LLC grew its stake in shares of First Trust Ultra Short Duration Municipal ETF by 10.4% during the first quarter. XML Financial LLC now owns 526,024 shares of the company’s stock valued at $10,547,000 after buying an additional 49,726 shares during the last quarter. Concurrent Investment Advisors LLC purchased a new position in shares of First Trust Ultra Short Duration Municipal ETF in the fourth quarter worth about $523,000. Finally, Norris Financial Group LLC purchased a new position in shares of First Trust Ultra Short Duration Municipal ETF in the first quarter worth about $545,000.

First Trust Ultra Short Duration Municipal ETF Price Performance

NYSEARCA FUMB opened at $20.06 on Wednesday. First Trust Ultra Short Duration Municipal ETF has a 1-year low of $19.98 and a 1-year high of $20.72. The stock has a 50-day moving average of $20.07 and a 200-day moving average of $20.08.

First Trust Ultra Short Duration Municipal ETF Profile

(Free Report)

The First Trust Ultra Short Duration Municipal ETF (FUMB) is an exchange-traded fund that mostly invests in broad credit fixed income. The fund is an actively managed fund of US municipal debt with a targeted portfolio duration of less than one year. The fund seeks tax-exempt income and capital preservation. FUMB was launched on Nov 1, 2018 and is managed by First Trust.

Featured Stories

Want to see what other hedge funds are holding FUMB? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for First Trust Ultra Short Duration Municipal ETF (NYSEARCA:FUMBFree Report).

Institutional Ownership by Quarter for First Trust Ultra Short Duration Municipal ETF (NYSEARCA:FUMB)

Receive News & Ratings for First Trust Ultra Short Duration Municipal ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for First Trust Ultra Short Duration Municipal ETF and related companies with MarketBeat.com's FREE daily email newsletter.