Concurrent Investment Advisors’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Concurrent Investment Advisors’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	$530K	Buy	26,411 +344	+1%	+$6.9K	﹤0.01%	1370
2026 Q1	$523K	Hold	26,067	–	–	0.01%	1198
2025 Q4	$523K	Buy	+26,067	New	+$523K	0.01%	1129
2025 Q3	–	Sell	-11,788	Closed	-$237K	–	1535
2025 Q2	$237K	Hold	11,788	–	–	﹤0.01%	1186
2025 Q1	$237K	Hold	11,788	–	–	0.01%	1048
2024 Q4	$237K	Buy	11,788 +391	+3%	+$7.86K	0.01%	926
2024 Q3	$229K	Buy	+11,397	New	+$230K	0.01%	886

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

Concurrent Investment Advisors's FUMB Position: Q2 2026 in Review

Concurrent Investment Advisors increased its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 1.3% in Q2 2026, buying an estimated $6.9K and bringing the position to 26,411 shares worth $530K. The position accounts for ﹤0.01% of the portfolio, ranked #1370.

Concurrent Investment Advisors first reported a position in FUMB in Q3 2024 and has held it in 7 quarters since. 85 funds tracked by Wall St. Rank hold FUMB as of Q2 2026.

Concurrent Investment Advisors held 26,411 shares of First Trust Ultra Short Duration Municipal ETF worth $530K as of Q2 2026.
Concurrent Investment Advisors bought 344 First Trust Ultra Short Duration Municipal ETF shares in Q2 2026, an estimated $6.9K.
First Trust Ultra Short Duration Municipal ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1370 holding.
Concurrent Investment Advisors first reported a position in First Trust Ultra Short Duration Municipal ETF in Q3 2024 and has held it in 7 quarters since.
85 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.