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Farther Finance Advisors’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Farther Finance 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
2026
Q2 		$152K Sell
7,600
-2,500
-25% -$50.2K ﹤0.01% 2433
2026
Q1 		$203K Sell
10,100
-8,360
-45% -$168K ﹤0.01% 2008
2025
Q4 		$370K Hold
18,460
– – ﹤0.01% 1509
2025
Q3 		$371K Hold
18,460
– – 0.01% 1251
2025
Q2 		$371K Buy
+18,460
New +$371K 0.01% 1063

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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Farther Finance Advisors's FUMB Position: Q2 2026 in Review

Farther Finance Advisors reduced its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 25% in Q2 2026, selling an estimated $50.2K and leaving 7,600 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #2433.

Farther Finance Advisors first reported a position in FUMB in Q2 2025 and has held it in 5 quarters since. The position peaked at $371K in Q3 2025. 11 funds tracked by Wall St. Rank hold FUMB as of Q2 2026.

  • Farther Finance Advisors held 7,600 shares of First Trust Ultra Short Duration Municipal ETF worth $152K as of Q2 2026.
  • Farther Finance Advisors sold 2,500 First Trust Ultra Short Duration Municipal ETF shares in Q2 2026, an estimated $50.2K.
  • First Trust Ultra Short Duration Municipal ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2433 holding.
  • Farther Finance Advisors first reported a position in First Trust Ultra Short Duration Municipal ETF in Q2 2025 and has held it in 5 quarters since.
  • Farther Finance Advisors's First Trust Ultra Short Duration Municipal ETF position peaked at $371K in Q3 2025.
  • 11 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.