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Creative Financial Designs’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Creative Financial Designs’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
Q3 		– Sell
-13,548
Closed -$272K – 2077
2025
Q2 		$272K Buy
13,548
+98
+0.7% +$1.97K 0.02% 420
2025
Q1 		$270K Buy
13,450
+13,090
+3,636% +$263K 0.02% 381
2024
Q4 		$7.23K Buy
+360
New +$7.24K ﹤0.01% 1341

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

Creative Financial Designs's FUMB Position: Q3 2025 in Review

Creative Financial Designs sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q3 2025, closing a stake of 13,548 shares — an estimated $272K sold.

Creative Financial Designs first reported a position in FUMB in Q4 2024 and held it in 3 quarters. The position peaked at $272K in Q2 2025. 94 funds tracked by Wall St. Rank hold FUMB as of Q3 2025.

  • Creative Financial Designs reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q3 2025 after selling out during the quarter.
  • Creative Financial Designs sold 13,548 First Trust Ultra Short Duration Municipal ETF shares in Q3 2025, an estimated $272K.
  • Creative Financial Designs first reported a position in First Trust Ultra Short Duration Municipal ETF in Q4 2024 and held it in 3 quarters.
  • Creative Financial Designs's First Trust Ultra Short Duration Municipal ETF position peaked at $272K in Q2 2025.
  • 94 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q3 2025.

Based on Creative Financial Designs's 13F filing for Q3 2025, filed 12 Nov 2025.