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Independent Advisor Alliance’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Independent Advisor Alliance’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 		– Sell
-66,445
Closed -$1.33M – 1267
2026
Q1 		$1.33M Buy
+66,445
New +$1.34M 0.01% 698
2025
Q1 		– Sell
-195,163
Closed -$3.92M – 1008
2024
Q4 		$3.92M Buy
+195,163
New +$3.92M 0.05% 329

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
GA
GSG Advisors Mount Laurel, New Jersey $454M AUM 28.38% 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

Independent Advisor Alliance's FUMB Position: Q2 2026 in Review

Independent Advisor Alliance sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q2 2026, closing a stake of 66,445 shares — an estimated $1.33M sold.

Independent Advisor Alliance first reported a position in FUMB in Q4 2024 and held it in 2 quarters. The position peaked at $3.92M in Q4 2024. 85 funds tracked by Wall St. Rank hold FUMB as of Q2 2026.

  • Independent Advisor Alliance reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 66,445 First Trust Ultra Short Duration Municipal ETF shares in Q2 2026, an estimated $1.33M.
  • Independent Advisor Alliance first reported a position in First Trust Ultra Short Duration Municipal ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's First Trust Ultra Short Duration Municipal ETF position peaked at $3.92M in Q4 2024.
  • 85 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.