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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
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

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

Independent Advisor Alliance's FUMB Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in First Trust Ultra Short Duration Municipal ETF (FUMB) in Q1 2026: 66,445 shares worth $1.33M. The stake represents 0.01% of the portfolio and ranks #698 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in FUMB as recently as Q4 2024.

Independent Advisor Alliance first reported a position in FUMB in Q4 2024 and has held it in 2 quarters since. The position peaked at $3.92M in Q4 2024. 88 funds tracked by Wall St. Rank hold FUMB as of Q1 2026.

  • Independent Advisor Alliance held 66,445 shares of First Trust Ultra Short Duration Municipal ETF worth $1.33M as of Q1 2026.
  • First Trust Ultra Short Duration Municipal ETF was a new Independent Advisor Alliance position in Q1 2026.
  • First Trust Ultra Short Duration Municipal ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #698 holding.
  • Independent Advisor Alliance first reported a position in First Trust Ultra Short Duration Municipal ETF in Q4 2024 and has held it in 2 quarters since.
  • Independent Advisor Alliance's First Trust Ultra Short Duration Municipal ETF position peaked at $3.92M in Q4 2024.
  • 88 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.