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COMPASS FINANCIAL MANAGEMENT LLC’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$183K Buy
+9,111
New +$183K 0.02% 439

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COMPASS FINANCIAL MANAGEMENT LLC's FUMB Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in First Trust Ultra Short Duration Municipal ETF (FUMB) in Q2 2026: 9,111 shares worth $183K. The stake represents 0.02% of the portfolio and ranks #439 among its holdings.

67 funds tracked by Wall St. Rank hold FUMB as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 9,111 shares of First Trust Ultra Short Duration Municipal ETF worth $183K as of Q2 2026.
  • First Trust Ultra Short Duration Municipal ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • First Trust Ultra Short Duration Municipal ETF made up 0.02% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #439 holding.
  • 67 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.