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 Q3	$56.1K	Hold	2,821	–	–	﹤0.01%	2324
2026 Q2	$56.6K	Hold	2,821	–	–	﹤0.01%	2326
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%	2071
2022 Q2	$74K	Hold	3,719	–	–	﹤0.01%	1891
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

Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return

WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

IFP Advisors's FUMB Position: Q3 2026 in Review

IFP Advisors held its First Trust Ultra Short Duration Municipal ETF (FUMB) position steady in Q3 2026 at 2,821 shares worth $56.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2324.

IFP Advisors first reported a position in FUMB in Q4 2020 and has held it in 22 quarters since. The position peaked at $74K in Q3 2022. 13 funds tracked by Wall St. Rank hold FUMB as of Q3 2026.

IFP Advisors held 2,821 shares of First Trust Ultra Short Duration Municipal ETF worth $56.1K as of Q3 2026.
IFP Advisors left its First Trust Ultra Short Duration Municipal ETF share count unchanged in Q3 2026.
First Trust Ultra Short Duration Municipal ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2324 holding.
IFP Advisors first reported a position in First Trust Ultra Short Duration Municipal ETF in Q4 2020 and has held it in 22 quarters since.
IFP Advisors's First Trust Ultra Short Duration Municipal ETF position peaked at $74K in Q3 2022.
13 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.