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Dynamic Advisor Solutions’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Dynamic Advisor Solutions’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 		$710K Buy
35,427
+5,890
+20% +$118K 0.02% 576
2026
Q1 		$592K Buy
29,537
+1,048
+4% +$21.1K 0.02% 594
2025
Q4 		$571K Buy
28,489
+217
+0.8% +$4.36K 0.02% 593
2025
Q3 		$568K Buy
28,272
+8,932
+46% +$180K 0.02% 590
2025
Q2 		$389K Sell
19,340
-1,113
-5% -$22.4K 0.01% 666
2025
Q1 		$411K Buy
20,453
+5,220
+34% +$105K 0.01% 629
2024
Q4 		$306K Sell
15,233
-12,838
-46% -$258K 0.01% 530
2024
Q3 		$565K Buy
28,071
+3,870
+16% +$77.9K 0.02% 591
2024
Q2 		$485K Sell
24,201
-575
-2% -$11.5K 0.02% 632
2024
Q1 		$496K Buy
24,776
+1,506
+6% +$30.2K 0.02% 608
2023
Q4 		$467K Sell
23,270
-575
-2% -$11.5K 0.02% 589
2023
Q3 		$475K Buy
+23,845
New +$476K 0.02% 536
2023
Q1 		– Sell
-24,488
Closed -$489K – 771
2022
Q4 		$489K Buy
24,488
+6,262
+34% +$125K 0.03% 447
2022
Q3 		$361K Buy
18,226
+6,076
+50% +$121K 0.03% 474
2022
Q2 		$243K Sell
12,150
-305
-2% -$6.08K 0.02% 594
2022
Q1 		$249K Buy
12,455
+1,152
+10% +$23.1K 0.02% 614
2021
Q4 		$228K Buy
+11,303
New +$228K 0.02% 647

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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 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

Dynamic Advisor Solutions's FUMB Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 20% in Q2 2026, buying an estimated $118K and bringing the position to 35,427 shares worth $710K. The position accounts for 0.02% of the portfolio, ranked #576.

Dynamic Advisor Solutions first reported a position in FUMB in Q4 2021 and has held it in 17 quarters since. 11 funds tracked by Wall St. Rank hold FUMB as of Q2 2026.

  • Dynamic Advisor Solutions held 35,427 shares of First Trust Ultra Short Duration Municipal ETF worth $710K as of Q2 2026.
  • Dynamic Advisor Solutions bought 5,890 First Trust Ultra Short Duration Municipal ETF shares in Q2 2026, an estimated $118K.
  • First Trust Ultra Short Duration Municipal ETF made up 0.02% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #576 holding.
  • Dynamic Advisor Solutions first reported a position in First Trust Ultra Short Duration Municipal ETF in Q4 2021 and has held it in 17 quarters since.
  • 11 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.