Steward Partners Investment Advisory, LLC
Position in FUMB — First Trust Ultra Short Duration Municipal ETF
CIK 1723397
STAMFORD, CT
All Filings in FUMB
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FUMB | $120,781 | 6,024 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 FUMB | $90,510 | 4,512 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 FUMB | $90,691 | 4,512 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 FUMB | $90,691 | 4,512 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 FUMB | $166,146 | 8,266 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 FUMB | $166,063 | 8,266 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 FUMB | $169,225 | 8,415 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 FUMB | $589,081 | 29,366 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 FUMB | $598,514 | 29,866 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 FUMB | $639,532 | 31,881 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 FUMB | $998,609 | 50,131 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 FUMB | $981,637 | 49,131 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 FUMB | $981,146 | 49,131 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 FUMB | $463,458 | 23,231 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 FUMB | $346,850 | 17,500 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 FUMB | $349,475 | 17,500 | Shares | Sole | 2022-08-04 | |
| No filing history on record for this holder in this stock. | ||||||