Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Envestnet Portfolio 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 		$472K Buy
23,513
+758
+3% +$15.2K ﹤0.01% 1013
2026
Q1 		$456K Sell
22,755
-13,575
-37% -$273K ﹤0.01% 944
2025
Q4 		$729K Sell
36,330
-12,383
-25% -$249K ﹤0.01% 894
2025
Q3 		$979K Buy
48,713
+9,010
+23% +$181K ﹤0.01% 748
2025
Q2 		$798K Buy
39,703
+15,285
+63% +$307K ﹤0.01% 887
2025
Q1 		$491K Buy
24,418
+1,915
+9% +$38.5K ﹤0.01% 1059
2024
Q4 		$452K Sell
22,503
-7,141
-24% -$144K ﹤0.01% 1291
2024
Q3 		$596K Buy
29,644
+588
+2% +$11.8K ﹤0.01% 1106
2024
Q2 		$583K Buy
29,056
+265
+0.9% +$5.32K ﹤0.01% 1068
2024
Q1 		$577K Sell
28,791
-422
-1% -$8.47K ﹤0.01% 1058
2023
Q4 		$586K Sell
29,213
-8,752
-23% -$175K ﹤0.01% 984
2023
Q3 		$756K Buy
+37,965
New +$758K ﹤0.01% 822

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

Envestnet Portfolio Solutions's FUMB Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 3.3% in Q2 2026, buying an estimated $15.2K and bringing the position to 23,513 shares worth $472K. The position accounts for ﹤0.01% of the portfolio, ranked #1013.

Envestnet Portfolio Solutions first reported a position in FUMB in Q3 2023 and has held it in 12 quarters since. The position peaked at $979K in Q3 2025. 85 funds tracked by Wall St. Rank hold FUMB as of Q2 2026.

  • Envestnet Portfolio Solutions held 23,513 shares of First Trust Ultra Short Duration Municipal ETF worth $472K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 758 First Trust Ultra Short Duration Municipal ETF shares in Q2 2026, an estimated $15.2K.
  • First Trust Ultra Short Duration Municipal ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1013 holding.
  • Envestnet Portfolio Solutions first reported a position in First Trust Ultra Short Duration Municipal ETF in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's First Trust Ultra Short Duration Municipal ETF position peaked at $979K in Q3 2025.
  • 85 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.