Envestnet Portfolio Solutions, Inc.
Position in FUMB — First Trust Ultra Short Duration Municipal ETF
CIK 1998033
BERWYN, PA
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 | $456,237 | 22,755 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 FUMB | $728,779 | 36,330 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 FUMB | $979,131 | 48,713 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 FUMB | $798,030 | 39,703 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 FUMB | $490,801 | 24,418 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 FUMB | $452,085 | 22,503 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 FUMB | $596,140 | 29,644 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 FUMB | $582,863 | 29,056 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 FUMB | $576,971 | 28,791 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 FUMB | $586,012 | 29,213 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 FUMB | $756,262 | 37,965 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||