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Harbour Investments’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Harbour Investments’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 		$499K Sell
24,884
-32,053
-56% -$645K 0.01% 1061
2025
Q4 		$1.14M Sell
56,937
-1,375
-2% -$27.6K 0.02% 562
2025
Q3 		$1.17M Buy
58,312
+12,215
+26% +$246K 0.03% 508
2025
Q2 		$927K Buy
46,097
+37,547
+439% +$754K 0.02% 554
2025
Q1 		$172K Buy
8,550
+5,842
+216% +$117K ﹤0.01% 1169
2024
Q4 		$54.4K Sell
2,708
-5,501
-67% -$111K ﹤0.01% 1662
2024
Q3 		$165K Sell
8,209
-777
-9% -$15.6K 0.01% 1094
2024
Q2 		$180K Sell
8,986
-3,284
-27% -$65.9K 0.01% 989
2024
Q1 		$246K Sell
12,270
-302
-2% -$6.06K 0.01% 840
2023
Q4 		$252K Sell
12,572
-1,239
-9% -$24.8K 0.01% 771
2023
Q3 		$275K Buy
13,811
+1,277
+10% +$25.5K 0.01% 690
2023
Q2 		$250K Sell
12,534
-58,720
-82% -$1.17M 0.01% 718
2023
Q1 		$1.42M Buy
71,254
+66,071
+1,275% +$1.32M 0.08% 248
2022
Q4 		$103K Buy
5,183
+4,892
+1,681% +$97.4K 0.01% 1000
2022
Q3 		$6K Hold
291
– – ﹤0.01% 2103
2022
Q2 		$6K Buy
+291
New +$5.8K ﹤0.01% 2103
2021
Q4 		$85K Buy
4,193
+173
+4% +$3.49K 0.01% 1038
2021
Q3 		$81K Buy
4,020
+744
+23% +$15K ﹤0.01% 1497
2021
Q2 		$66K Hold
3,276
– – ﹤0.01% 1636
2021
Q1 		$66K Buy
+3,276
New +$66.1K ﹤0.01% 1511

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

Harbour Investments's FUMB Position: Q1 2026 in Review

Harbour Investments reduced its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 56% in Q1 2026, selling an estimated $645K and leaving 24,884 shares worth $499K. The position accounts for 0.01% of the portfolio, ranked #1061.

Harbour Investments first reported a position in FUMB in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.42M in Q1 2023. 88 funds tracked by Wall St. Rank hold FUMB as of Q1 2026.

  • Harbour Investments held 24,884 shares of First Trust Ultra Short Duration Municipal ETF worth $499K as of Q1 2026.
  • Harbour Investments sold 32,053 First Trust Ultra Short Duration Municipal ETF shares in Q1 2026, an estimated $645K.
  • First Trust Ultra Short Duration Municipal ETF made up 0.01% of Harbour Investments's portfolio in Q1 2026, its #1061 holding.
  • Harbour Investments first reported a position in First Trust Ultra Short Duration Municipal ETF in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's First Trust Ultra Short Duration Municipal ETF position peaked at $1.42M in Q1 2023.
  • 88 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.