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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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GA
GSG Advisors Mount Laurel, New Jersey $454M AUM 28.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
VPW
Vaquero Private Wealth Dallas, Texas $486M AUM

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. 85 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.
  • 85 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.