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 Q3	$178K	Buy	8,926 +1,032	+13%	+$20.7K	0.01%	890
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

SCFS

Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return

WCM

WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

CoreCap Advisors's FUMB Position: Q3 2026 in Review

CoreCap Advisors increased its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 13% in Q3 2026, buying an estimated $20.7K and bringing the position to 8,926 shares worth $178K. The position accounts for 0.01% of the portfolio, ranked #890.

CoreCap Advisors first reported a position in FUMB in Q2 2025 and has held it in 6 quarters since. 9 funds tracked by Wall St. Rank hold FUMB as of Q3 2026.

CoreCap Advisors held 8,926 shares of First Trust Ultra Short Duration Municipal ETF worth $178K as of Q3 2026.
CoreCap Advisors bought 1,032 First Trust Ultra Short Duration Municipal ETF shares in Q3 2026, an estimated $20.7K.
First Trust Ultra Short Duration Municipal ETF made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #890 holding.
CoreCap Advisors first reported a position in First Trust Ultra Short Duration Municipal ETF in Q2 2025 and has held it in 6 quarters since.
9 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.