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

GSG 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 		$10.4M Buy
517,719
+501,234
+3,041% +$10.1M 2.29% 8
2026
Q1 		$331K Buy
16,485
+112
+0.7% +$2.25K 0.09% 94
2025
Q4 		$328K Buy
16,373
+112
+0.7% +$2.25K 0.08% 92
2025
Q3 		$327K Buy
16,261
+116
+0.7% +$2.33K 0.09% 92
2025
Q2 		$325K Sell
16,145
-35,874
-69% -$721K 0.09% 90
2025
Q1 		$1.04M Buy
52,019
+386
+0.7% +$7.76K 0.34% 39
2024
Q4 		$1.04M Sell
51,633
-8,366
-14% -$168K 0.33% 37
2024
Q3 		$1.21M Buy
59,999
+387
+0.6% +$7.79K 0.4% 32
2024
Q2 		$1.2M Buy
59,612
+354
+0.6% +$7.1K 0.42% 32
2024
Q1 		$1.19M Sell
59,258
-3,580
-6% -$71.9K 0.44% 32
2023
Q4 		$1.26M Buy
62,838
+10,748
+21% +$215K 0.47% 33
2023
Q3 		$1.04M Buy
+52,090
New +$1.04M 0.51% 30

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GSG Advisors's FUMB Position: Q2 2026 in Review

GSG Advisors increased its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 3,041% in Q2 2026, buying an estimated $10.1M and bringing the position to 517,719 shares worth $10.4M. The position accounts for 2.29% of the portfolio, ranked #8.

GSG Advisors first reported a position in FUMB in Q3 2023 and has held it in 12 quarters since. 85 funds tracked by Wall St. Rank hold FUMB as of Q2 2026.

  • GSG Advisors held 517,719 shares of First Trust Ultra Short Duration Municipal ETF worth $10.4M as of Q2 2026.
  • GSG Advisors bought 501,234 First Trust Ultra Short Duration Municipal ETF shares in Q2 2026, an estimated $10.1M.
  • First Trust Ultra Short Duration Municipal ETF made up 2.29% of GSG Advisors's portfolio in Q2 2026, its #8 holding.
  • GSG Advisors first reported a position in First Trust Ultra Short Duration Municipal ETF in Q3 2023 and has held it in 12 quarters since.
  • 85 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q2 2026.

Based on GSG Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.