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Core Wealth Partners’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Core Wealth Partners’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
2025
Q2 		– Sell
-13,700
Closed -$275K – 182
2025
Q1 		$275K Sell
13,700
-11,531
-46% -$232K 0.16% 129
2024
Q4 		$507K Buy
25,231
+1,200
+5% +$24.1K 0.29% 78
2024
Q3 		$483K Buy
+24,031
New +$484K 0.29% 76

Other funds holding FUMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 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
MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Core Wealth Partners's FUMB Position: Q2 2025 in Review

Core Wealth Partners sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q2 2025, closing a stake of 13,700 shares — an estimated $275K sold.

Core Wealth Partners first reported a position in FUMB in Q3 2024 and held it in 3 quarters. The position peaked at $507K in Q4 2024. 87 funds tracked by Wall St. Rank hold FUMB as of Q2 2025.

  • Core Wealth Partners reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q2 2025 after selling out during the quarter.
  • Core Wealth Partners sold 13,700 First Trust Ultra Short Duration Municipal ETF shares in Q2 2025, an estimated $275K.
  • Core Wealth Partners first reported a position in First Trust Ultra Short Duration Municipal ETF in Q3 2024 and held it in 3 quarters.
  • Core Wealth Partners's First Trust Ultra Short Duration Municipal ETF position peaked at $507K in Q4 2024.
  • 87 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q2 2025.

Based on Core Wealth Partners's 13F filing for Q2 2025, filed 11 Aug 2025.