Dynamic Advisor Solutions
FUMB icon

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
Q3 		$652K Sell
32,766
-2,661
-8% -$53.3K 0.02% 582
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

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
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Dynamic Advisor Solutions's FUMB Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 7.5% in Q3 2026, selling an estimated $53.3K and leaving 32,766 shares worth $652K. The position accounts for 0.02% of the portfolio, ranked #582.

Dynamic Advisor Solutions first reported a position in FUMB in Q4 2021 and has held it in 18 quarters since. The position peaked at $710K in Q2 2026. 9 funds tracked by Wall St. Rank hold FUMB as of Q3 2026.

  • Dynamic Advisor Solutions held 32,766 shares of First Trust Ultra Short Duration Municipal ETF worth $652K as of Q3 2026.
  • Dynamic Advisor Solutions sold 2,661 First Trust Ultra Short Duration Municipal ETF shares in Q3 2026, an estimated $53.3K.
  • First Trust Ultra Short Duration Municipal ETF made up 0.02% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #582 holding.
  • Dynamic Advisor Solutions first reported a position in First Trust Ultra Short Duration Municipal ETF in Q4 2021 and has held it in 18 quarters since.
  • Dynamic Advisor Solutions's First Trust Ultra Short Duration Municipal ETF position peaked at $710K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.