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Global Retirement Partners’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Global Retirement Partners’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
2025
Q4 		$46.1K Sell
2,300
-475
-17% -$9.54K ﹤0.01% 2401
2025
Q3 		$55.8K Hold
2,775
– – ﹤0.01% 1833
2025
Q2 		$55.8K Buy
+2,775
New +$55.7K ﹤0.01% 1714
2024
Q4 		$55.8K Sell
2,775
-165
-6% -$3.32K ﹤0.01% 1573
2024
Q3 		$59.1K Buy
2,940
+1,000
+52% +$20.1K ﹤0.01% 1488
2024
Q2 		$38.9K Hold
1,940
– – ﹤0.01% 1670
2024
Q1 		$38.9K Sell
1,940
-1,100
-36% -$22.1K ﹤0.01% 1512
2023
Q4 		$61.1K Hold
3,040
– – ﹤0.01% 1270
2023
Q3 		$60.6K Sell
3,040
-5,060
-62% -$101K ﹤0.01% 1179
2023
Q2 		$162K Buy
8,100
+419
+5% +$8.36K 0.01% 772
2023
Q1 		$153K Buy
7,681
+1,550
+25% +$30.9K 0.01% 772
2022
Q4 		$122K Buy
6,131
+2,006
+49% +$39.9K 0.01% 751
2022
Q3 		$82K Buy
4,125
+2,665
+183% +$53.2K 0.01% 846
2022
Q2 		$29K Buy
1,460
+750
+106% +$15K ﹤0.01% 1205
2022
Q1 		$14K Buy
+710
New +$14.2K ﹤0.01% 1488

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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Global Retirement Partners's FUMB Position: Q4 2025 in Review

Global Retirement Partners reduced its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 17% in Q4 2025, selling an estimated $9.54K and leaving 2,300 shares worth $46.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2401.

Global Retirement Partners first reported a position in FUMB in Q1 2022 and has held it in 15 quarters since. The position peaked at $162K in Q2 2023. 88 funds tracked by Wall St. Rank hold FUMB as of Q4 2025.

  • Global Retirement Partners held 2,300 shares of First Trust Ultra Short Duration Municipal ETF worth $46.1K as of Q4 2025.
  • Global Retirement Partners sold 475 First Trust Ultra Short Duration Municipal ETF shares in Q4 2025, an estimated $9.54K.
  • First Trust Ultra Short Duration Municipal ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2401 holding.
  • Global Retirement Partners first reported a position in First Trust Ultra Short Duration Municipal ETF in Q1 2022 and has held it in 15 quarters since.
  • Global Retirement Partners's First Trust Ultra Short Duration Municipal ETF position peaked at $162K in Q2 2023.
  • 88 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.