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 Q2	$2.49M	Hold	124,370	–	–	﹤0.01%	1021
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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GSG Advisors Mount Laurel, New Jersey $454M AUM 28.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

VPW

Vaquero Private Wealth Dallas, Texas $486M AUM

Baird Financial Group's FUMB Position: Q2 2026 in Review

Baird Financial Group held its First Trust Ultra Short Duration Municipal ETF (FUMB) position steady in Q2 2026 at 124,370 shares worth $2.49M. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

Baird Financial Group first reported a position in FUMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.55M in Q3 2025. 85 funds tracked by Wall St. Rank hold FUMB as of Q2 2026.

Baird Financial Group held 124,370 shares of First Trust Ultra Short Duration Municipal ETF worth $2.49M as of Q2 2026.
Baird Financial Group left its First Trust Ultra Short Duration Municipal ETF share count unchanged in Q2 2026.
First Trust Ultra Short Duration Municipal ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1021 holding.
Baird Financial Group first reported a position in First Trust Ultra Short Duration Municipal ETF in Q4 2024 and has held it in 7 quarters since.
Baird Financial Group's First Trust Ultra Short Duration Municipal ETF position peaked at $2.55M in Q3 2025.
85 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.