IIL
FUMB icon

Insight Inv LLC’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Insight Inv LLC’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 		$2.18M Sell
108,495
-450
-0.4% -$9.03K 1.03% 42
2026
Q1 		$2.18M Sell
108,945
-21,800
-17% -$438K 1.2% 40
2025
Q4 		$2.62M Sell
130,745
-20,000
-13% -$402K 1.47% 28
2025
Q3 		$3.03M Buy
150,745
+20,750
+16% +$418K 1.78% 15
2025
Q2 		$2.61M Buy
129,995
+17,550
+16% +$352K 1.75% 15
2025
Q1 		$2.26M Buy
112,445
+84,170
+298% +$1.69M 1.55% 24
2024
Q4 		$568K Buy
28,275
+9,475
+50% +$190K 0.4% 64
2024
Q3 		$378K Sell
18,800
-1,250
-6% -$25.2K 0.32% 63
2024
Q2 		$402K Hold
20,050
– – 0.35% 62
2024
Q1 		$402K Sell
20,050
-3,720
-16% -$74.7K 0.35% 61
2023
Q4 		$477K Hold
23,770
– – 0.47% 58
2023
Q3 		$474K Sell
23,770
-2,400
-9% -$47.9K 0.53% 56
2023
Q2 		$523K Hold
26,170
– – 0.54% 57
2023
Q1 		$522K Sell
26,170
-19,200
-42% -$383K 0.56% 60
2022
Q4 		$905K Hold
45,370
– – 0.91% 52
2022
Q3 		$899K Buy
45,370
+5,000
+12% +$99.7K 1% 49
2022
Q2 		$806K Hold
40,370
– – 0.81% 56
2022
Q1 		$806K Sell
40,370
-5,000
-11% -$100K 0.73% 57
2021
Q4 		$915K Buy
+45,370
New +$914K 0.84% 55

Other funds holding FUMB

VPW
Vaquero Private Wealth Dallas, Texas $486M AUM
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
WWWM
White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return
MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $149M AUM
WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Insight Inv LLC's FUMB Position: Q2 2026 in Review

Insight Inv LLC reduced its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 0.41% in Q2 2026, selling an estimated $9.03K and leaving 108,495 shares worth $2.18M. The position accounts for 1.03% of the portfolio, ranked #42.

Insight Inv LLC first reported a position in FUMB in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.03M in Q3 2025. 25 funds tracked by Wall St. Rank hold FUMB as of Q2 2026.

  • Insight Inv LLC held 108,495 shares of First Trust Ultra Short Duration Municipal ETF worth $2.18M as of Q2 2026.
  • Insight Inv LLC sold 450 First Trust Ultra Short Duration Municipal ETF shares in Q2 2026, an estimated $9.03K.
  • First Trust Ultra Short Duration Municipal ETF made up 1.03% of Insight Inv LLC's portfolio in Q2 2026, its #42 holding.
  • Insight Inv LLC first reported a position in First Trust Ultra Short Duration Municipal ETF in Q4 2021 and has held it in 19 quarters since.
  • Insight Inv LLC's First Trust Ultra Short Duration Municipal ETF position peaked at $3.03M in Q3 2025.
  • 25 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q2 2026.

Based on Insight Inv LLC's 13F filing for Q2 2026, filed 24 Jul 2026.