NewEdge Wealth, LLC
Position in FUMB — First Trust Ultra Short Duration Municipal ETF
CIK 1861796
STAMFORD, CT
All Filings in FUMB
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FUMB | $333,611 | 16,639 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 FUMB | $206,638 | 10,301 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 FUMB | $207,050 | 10,301 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 FUMB | $207,050 | 10,301 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 FUMB | $224,034 | 11,146 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 FUMB | $223,923 | 11,146 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 FUMB | $228,530 | 11,364 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 FUMB | $247,921 | 12,359 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 FUMB | $247,674 | 12,359 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 FUMB | $334,019 | 16,651 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 FUMB | $331,687 | 16,651 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||