Investors Research Corp’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Investors Research Corp’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
2025 Q3	–	Sell	-262	Closed	-$5.27K	–	899
2025 Q2	$5.27K	Hold	262	–	–	﹤0.01%	745
2025 Q1	$5.26K	Hold	262	–	–	﹤0.01%	756
2024 Q4	$5.26K	Hold	262	–	–	﹤0.01%	749
2024 Q3	$5.27K	Hold	262	–	–	﹤0.01%	768
2024 Q2	$5.26K	Hold	262	–	–	﹤0.01%	814
2024 Q1	$5.25K	Buy	+262	New	+$5.26K	﹤0.01%	800

Other funds holding FUMB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MFG

Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Investors Research Corp's FUMB Position: Q3 2025 in Review

Investors Research Corp sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q3 2025, closing a stake of 262 shares — an estimated $5.27K sold.

Investors Research Corp first reported a position in FUMB in Q1 2024 and held it in 6 quarters. The position peaked at $5.27K in Q3 2024. 94 funds tracked by Wall St. Rank hold FUMB as of Q3 2025.

Investors Research Corp reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q3 2025 after selling out during the quarter.
Investors Research Corp sold 262 First Trust Ultra Short Duration Municipal ETF shares in Q3 2025, an estimated $5.27K.
Investors Research Corp first reported a position in First Trust Ultra Short Duration Municipal ETF in Q1 2024 and held it in 6 quarters.
Investors Research Corp's First Trust Ultra Short Duration Municipal ETF position peaked at $5.27K in Q3 2024.
94 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q3 2025.

Based on Investors Research Corp's 13F filing for Q3 2025, filed 2 Oct 2025.