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

CoreCap 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 		$158K Buy
7,894
+1,849
+31% +$37.1K ﹤0.01% 934
2026
Q1 		$121K Buy
6,045
+1,600
+36% +$32.2K ﹤0.01% 966
2025
Q4 		$89.2K Buy
4,445
+3,177
+251% +$63.8K ﹤0.01% 1073
2025
Q3 		$25.5K Hold
1,268
– – ﹤0.01% 1585
2025
Q2 		$25.5K Buy
+1,268
New +$25.5K ﹤0.01% 1519

Other funds holding FUMB

VPWL
VAQUERO PRIVATE WEALTH, LTD Dallas, Texas $486M AUM
WWWM
White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return
MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $149M AUM
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

CoreCap Advisors's FUMB Position: Q2 2026 in Review

CoreCap Advisors increased its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 31% in Q2 2026, buying an estimated $37.1K and bringing the position to 7,894 shares worth $158K. The position accounts for ﹤0.01% of the portfolio, ranked #934.

CoreCap Advisors first reported a position in FUMB in Q2 2025 and has held it in 5 quarters since. 11 funds tracked by Wall St. Rank hold FUMB as of Q2 2026.

  • CoreCap Advisors held 7,894 shares of First Trust Ultra Short Duration Municipal ETF worth $158K as of Q2 2026.
  • CoreCap Advisors bought 1,849 First Trust Ultra Short Duration Municipal ETF shares in Q2 2026, an estimated $37.1K.
  • First Trust Ultra Short Duration Municipal ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #934 holding.
  • CoreCap Advisors first reported a position in First Trust Ultra Short Duration Municipal ETF in Q2 2025 and has held it in 5 quarters since.
  • 11 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.