Baird Financial Group
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Baird Financial Group’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Baird Financial Group’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
Q1 		$2.49M Buy
124,370
+7,500
+6% +$151K ﹤0.01% 979
2025
Q4 		$2.34M Sell
116,870
-10,000
-8% -$201K ﹤0.01% 990
2025
Q3 		$2.55M Buy
126,870
+114,370
+915% +$2.3M ﹤0.01% 966
2025
Q2 		$251K Hold
12,500
– – ﹤0.01% 1643
2025
Q1 		$251K Buy
12,500
+2,500
+25% +$50.3K ﹤0.01% 1628
2024
Q4 		$201K Buy
+10,000
New +$201K ﹤0.01% 1683

Other funds holding FUMB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return

Baird Financial Group's FUMB Position: Q1 2026 in Review

Baird Financial Group increased its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 6.4% in Q1 2026, buying an estimated $151K and bringing the position to 124,370 shares worth $2.49M. The position accounts for ﹤0.01% of the portfolio, ranked #979.

Baird Financial Group first reported a position in FUMB in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.55M in Q3 2025. 88 funds tracked by Wall St. Rank hold FUMB as of Q1 2026.

  • Baird Financial Group held 124,370 shares of First Trust Ultra Short Duration Municipal ETF worth $2.49M as of Q1 2026.
  • Baird Financial Group bought 7,500 First Trust Ultra Short Duration Municipal ETF shares in Q1 2026, an estimated $151K.
  • First Trust Ultra Short Duration Municipal ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #979 holding.
  • Baird Financial Group first reported a position in First Trust Ultra Short Duration Municipal ETF in Q4 2024 and has held it in 6 quarters since.
  • Baird Financial Group's First Trust Ultra Short Duration Municipal ETF position peaked at $2.55M in Q3 2025.
  • 88 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.