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Advyzon Investment Management’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Advyzon Investment Management’s Portfolio FUMB Stock Details FUMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$270K Sell
13,452
-1,270
-9% -$25.5K 0.02% 649
2026
Q1 		$295K Buy
14,722
+320
+2% +$6.43K 0.03% 538
2025
Q4 		$289K Buy
14,402
+850
+6% +$17.1K 0.03% 455
2025
Q3 		$272K Buy
13,552
+367
+3% +$7.39K 0.05% 348
2025
Q2 		$265K Sell
13,185
-1,973
-13% -$39.6K 0.06% 300
2025
Q1 		$305K Sell
15,158
-73
-0.5% -$1.47K 0.11% 179
2024
Q4 		$306K Buy
+15,231
New +$306K 0.12% 159

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GA
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Royal Bank of Canada
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Osaic Holdings
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
VPW
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Advyzon Investment Management's FUMB Position: Q2 2026 in Review

Advyzon Investment Management reduced its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 8.6% in Q2 2026, selling an estimated $25.5K and leaving 13,452 shares worth $270K. The position accounts for 0.02% of the portfolio, ranked #649.

Advyzon Investment Management first reported a position in FUMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $306K in Q4 2024. 85 funds tracked by Wall St. Rank hold FUMB as of Q2 2026.

  • Advyzon Investment Management held 13,452 shares of First Trust Ultra Short Duration Municipal ETF worth $270K as of Q2 2026.
  • Advyzon Investment Management sold 1,270 First Trust Ultra Short Duration Municipal ETF shares in Q2 2026, an estimated $25.5K.
  • First Trust Ultra Short Duration Municipal ETF made up 0.02% of Advyzon Investment Management's portfolio in Q2 2026, its #649 holding.
  • Advyzon Investment Management first reported a position in First Trust Ultra Short Duration Municipal ETF in Q4 2024 and has held it in 7 quarters since.
  • Advyzon Investment Management's First Trust Ultra Short Duration Municipal ETF position peaked at $306K in Q4 2024.
  • 85 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.