Opal Wealth Advisors’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Opal Wealth Advisors’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	-2,894	Closed	-$58.2K	–	331
2025 Q2	$58.2K	Sell	2,894 -1,310	-31%	-$26.3K	0.02%	352
2025 Q1	$84.5K	Sell	4,204 -8,016	-66%	-$161K	0.03%	292
2024 Q4	$246K	Buy	+12,220	New	+$246K	0.07%	153
2024 Q3	–	Sell	-8,627	Closed	-$173K	–	568
2024 Q2	$173K	Buy	+8,627	New	+$173K	0.06%	198

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

Opal Wealth Advisors's FUMB Position: Q3 2025 in Review

Opal Wealth Advisors sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q3 2025, closing a stake of 2,894 shares — an estimated $58.2K sold.

Opal Wealth Advisors first reported a position in FUMB in Q2 2024 and held it in 4 quarters. The position peaked at $246K in Q4 2024. 94 funds tracked by Wall St. Rank hold FUMB as of Q3 2025.

Opal Wealth Advisors reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q3 2025 after selling out during the quarter.
Opal Wealth Advisors sold 2,894 First Trust Ultra Short Duration Municipal ETF shares in Q3 2025, an estimated $58.2K.
Opal Wealth Advisors first reported a position in First Trust Ultra Short Duration Municipal ETF in Q2 2024 and held it in 4 quarters.
Opal Wealth Advisors's First Trust Ultra Short Duration Municipal ETF position peaked at $246K in Q4 2024.
94 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q3 2025.

Based on Opal Wealth Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.