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

Capital 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 		$1.65M Buy
82,431
+1,490
+2% +$29.9K 0.87% 36
2026
Q1 		$1.62M Sell
80,941
-3,158
-4% -$63.5K 0.89% 34
2025
Q4 		$1.69M Buy
+84,099
New +$1.69M 0.94% 31

Other funds holding FUMB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GA
GSG Advisors Mount Laurel, New Jersey $454M AUM 28.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
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
Vaquero Private Wealth Dallas, Texas $486M AUM

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

Capital Financial Group increased its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 1.8% in Q2 2026, buying an estimated $29.9K and bringing the position to 82,431 shares worth $1.65M. The position accounts for 0.87% of the portfolio, ranked #36.

Capital Financial Group first reported a position in FUMB in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.69M in Q4 2025. 85 funds tracked by Wall St. Rank hold FUMB as of Q2 2026.

  • Capital Financial Group held 82,431 shares of First Trust Ultra Short Duration Municipal ETF worth $1.65M as of Q2 2026.
  • Capital Financial Group bought 1,490 First Trust Ultra Short Duration Municipal ETF shares in Q2 2026, an estimated $29.9K.
  • First Trust Ultra Short Duration Municipal ETF made up 0.87% of Capital Financial Group's portfolio in Q2 2026, its #36 holding.
  • Capital Financial Group first reported a position in First Trust Ultra Short Duration Municipal ETF in Q4 2025 and has held it in 3 quarters since.
  • Capital Financial Group's First Trust Ultra Short Duration Municipal ETF position peaked at $1.69M in Q4 2025.
  • 85 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q2 2026.

Based on Capital Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.