KESTRA PRIVATE WEALTH SERVICES, LLC
Position in FUMB — First Trust Ultra Short Duration Municipal ETF
CIK 1649451
AUSTIN, TX
All Filings in FUMB
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FUMB | $2,982,277 | 148,742 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 FUMB | $2,756,244 | 137,400 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 FUMB | $2,028,130 | 100,902 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 FUMB | $1,377,091 | 68,512 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 FUMB | $375,568 | 18,685 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 FUMB | $270,491 | 13,464 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 FUMB | $250,188 | 12,441 | Shares | Sole | 2024-11-13 | |
| 2023-12-31 FUMB | $445,191 | 22,193 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 FUMB | $486,446 | 24,420 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 FUMB | $680,219 | 34,045 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 FUMB | $1,670,330 | 83,642 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 FUMB | $1,660,458 | 83,231 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 FUMB | $1,422,996 | 71,796 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||