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

Crux Wealth 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
2025
Q4 		– Sell
-24,060
Closed -$484K – 183
2025
Q3 		$484K Buy
24,060
+134
+0.6% +$2.7K 0.19% 118
2025
Q2 		$481K Buy
23,926
+178
+0.7% +$3.58K 0.2% 116
2025
Q1 		$477K Buy
+23,748
New +$478K 0.25% 112

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 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
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
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

Crux Wealth Advisors's FUMB Position: Q4 2025 in Review

Crux Wealth Advisors sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q4 2025, closing a stake of 24,060 shares — an estimated $484K sold.

Crux Wealth Advisors first reported a position in FUMB in Q1 2025 and held it in 3 quarters. The position peaked at $484K in Q3 2025. 88 funds tracked by Wall St. Rank hold FUMB as of Q4 2025.

  • Crux Wealth Advisors reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q4 2025 after selling out during the quarter.
  • Crux Wealth Advisors sold 24,060 First Trust Ultra Short Duration Municipal ETF shares in Q4 2025, an estimated $484K.
  • Crux Wealth Advisors first reported a position in First Trust Ultra Short Duration Municipal ETF in Q1 2025 and held it in 3 quarters.
  • Crux Wealth Advisors's First Trust Ultra Short Duration Municipal ETF position peaked at $484K in Q3 2025.
  • 88 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q4 2025.

Based on Crux Wealth Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.