CIA
FUMB icon

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
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

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

Concurrent Investment Advisors's FUMB Position: Q1 2026 in Review

Concurrent Investment Advisors held its First Trust Ultra Short Duration Municipal ETF (FUMB) position steady in Q1 2026 at 26,067 shares worth $523K. The position accounts for 0.01% of the portfolio, ranked #1198.

Concurrent Investment Advisors first reported a position in FUMB in Q3 2024 and has held it in 6 quarters since. The position peaked at $523K in Q4 2025. 88 funds tracked by Wall St. Rank hold FUMB as of Q1 2026.

  • Concurrent Investment Advisors held 26,067 shares of First Trust Ultra Short Duration Municipal ETF worth $523K as of Q1 2026.
  • Concurrent Investment Advisors left its First Trust Ultra Short Duration Municipal ETF share count unchanged in Q1 2026.
  • First Trust Ultra Short Duration Municipal ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1198 holding.
  • Concurrent Investment Advisors first reported a position in First Trust Ultra Short Duration Municipal ETF in Q3 2024 and has held it in 6 quarters since.
  • Concurrent Investment Advisors's First Trust Ultra Short Duration Municipal ETF position peaked at $523K in Q4 2025.
  • 88 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.