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Flagship Harbor Advisors’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Flagship Harbor 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
Q1 		– Sell
-2,500
Closed -$50.1K – 1268
2025
Q4 		$50.1K Buy
+2,500
New +$50.2K ﹤0.01% 1064
2020
Q4 		– Sell
-1,000
Closed -$20K – 970
2020
Q3 		$20K Hold
1,000
– – ﹤0.01% 1144
2020
Q2 		$20K Buy
+1,000
New +$20.1K ﹤0.01% 1140

Other funds holding FUMB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return

Flagship Harbor Advisors's FUMB Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q1 2026, closing a stake of 2,500 shares — an estimated $50.1K sold.

Flagship Harbor Advisors first reported a position in FUMB in Q2 2020 and held it in 3 quarters. The position peaked at $50.1K in Q4 2025. 88 funds tracked by Wall St. Rank hold FUMB as of Q1 2026.

  • Flagship Harbor Advisors reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q1 2026 after selling out during the quarter.
  • Flagship Harbor Advisors sold 2,500 First Trust Ultra Short Duration Municipal ETF shares in Q1 2026, an estimated $50.1K.
  • Flagship Harbor Advisors first reported a position in First Trust Ultra Short Duration Municipal ETF in Q2 2020 and held it in 3 quarters.
  • Flagship Harbor Advisors's First Trust Ultra Short Duration Municipal ETF position peaked at $50.1K in Q4 2025.
  • 88 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.