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

IFP 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 		$56.6K Hold
2,821
– – ﹤0.01% 2172
2025
Q4 		$56.6K Hold
2,821
– – ﹤0.01% 2125
2025
Q3 		$56.7K Hold
2,821
– – ﹤0.01% 2015
2025
Q2 		$56.7K Hold
2,821
– – ﹤0.01% 1984
2025
Q1 		$56.7K Hold
2,821
– – ﹤0.01% 1841
2024
Q4 		$56.7K Hold
2,821
– – ﹤0.01% 1775
2024
Q3 		$56.8K Hold
2,821
– – ﹤0.01% 1681
2024
Q2 		$56.6K Buy
+2,821
New +$56.6K ﹤0.01% 1619
2023
Q4 		– Sell
-1,500
Closed -$29.9K – 3157
2023
Q3 		$29.9K Hold
1,500
– – ﹤0.01% 1771
2023
Q2 		$30K Hold
1,500
– – ﹤0.01% 1832
2023
Q1 		$30K Hold
1,500
– – ﹤0.01% 1833
2022
Q4 		$30K Sell
1,500
-2,219
-60% -$44.2K ﹤0.01% 2594
2022
Q3 		$74K Hold
3,719
– – ﹤0.01% 2072
2022
Q2 		$74K Hold
3,719
– – ﹤0.01% 1890
2022
Q1 		$74K Buy
3,719
+2,219
+148% +$44.5K ﹤0.01% 1890
2021
Q4 		$30K Hold
1,500
– – ﹤0.01% 1765
2021
Q3 		$30K Hold
1,500
– – ﹤0.01% 1800
2021
Q2 		$30K Hold
1,500
– – ﹤0.01% 1745
2021
Q1 		$30K Hold
1,500
– – ﹤0.01% 1666
2020
Q4 		$30K Buy
+1,500
New +$30.2K ﹤0.01% 1641

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

IFP Advisors's FUMB Position: Q1 2026 in Review

IFP Advisors held its First Trust Ultra Short Duration Municipal ETF (FUMB) position steady in Q1 2026 at 2,821 shares worth $56.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2172.

IFP Advisors first reported a position in FUMB in Q4 2020 and has held it in 20 quarters since. The position peaked at $74K in Q3 2022. 88 funds tracked by Wall St. Rank hold FUMB as of Q1 2026.

  • IFP Advisors held 2,821 shares of First Trust Ultra Short Duration Municipal ETF worth $56.6K as of Q1 2026.
  • IFP Advisors left its First Trust Ultra Short Duration Municipal ETF share count unchanged in Q1 2026.
  • First Trust Ultra Short Duration Municipal ETF made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #2172 holding.
  • IFP Advisors first reported a position in First Trust Ultra Short Duration Municipal ETF in Q4 2020 and has held it in 20 quarters since.
  • IFP Advisors's First Trust Ultra Short Duration Municipal ETF position peaked at $74K in Q3 2022.
  • 88 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.