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MGO One Seven’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

MGO One Seven’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 		$411K Buy
20,515
+1,140
+6% +$22.9K 0.01% 1066
2026
Q1 		$388K Buy
19,375
+1,658
+9% +$33.3K 0.01% 1016
2025
Q4 		$355K Buy
+17,717
New +$356K 0.01% 1036

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

MGO One Seven's FUMB Position: Q2 2026 in Review

MGO One Seven increased its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 5.9% in Q2 2026, buying an estimated $22.9K and bringing the position to 20,515 shares worth $411K. The position accounts for 0.01% of the portfolio, ranked #1066.

MGO One Seven first reported a position in FUMB in Q4 2025 and has held it in 3 quarters since. 85 funds tracked by Wall St. Rank hold FUMB as of Q2 2026.

  • MGO One Seven held 20,515 shares of First Trust Ultra Short Duration Municipal ETF worth $411K as of Q2 2026.
  • MGO One Seven bought 1,140 First Trust Ultra Short Duration Municipal ETF shares in Q2 2026, an estimated $22.9K.
  • First Trust Ultra Short Duration Municipal ETF made up 0.01% of MGO One Seven's portfolio in Q2 2026, its #1066 holding.
  • MGO One Seven first reported a position in First Trust Ultra Short Duration Municipal ETF in Q4 2025 and has held it in 3 quarters since.
  • 85 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.