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

Parallel 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
2026
Q2 		$211K Sell
10,509
-255
-2% -$5.12K ﹤0.01% 1239
2026
Q1 		$216K Buy
+10,764
New +$216K ﹤0.01% 1134

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

Parallel Advisors's FUMB Position: Q2 2026 in Review

Parallel Advisors reduced its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 2.4% in Q2 2026, selling an estimated $5.12K and leaving 10,509 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #1239.

Parallel Advisors first reported a position in FUMB in Q1 2026 and has held it in 2 quarters since. The position peaked at $216K in Q1 2026. 85 funds tracked by Wall St. Rank hold FUMB as of Q2 2026.

  • Parallel Advisors held 10,509 shares of First Trust Ultra Short Duration Municipal ETF worth $211K as of Q2 2026.
  • Parallel Advisors sold 255 First Trust Ultra Short Duration Municipal ETF shares in Q2 2026, an estimated $5.12K.
  • First Trust Ultra Short Duration Municipal ETF made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #1239 holding.
  • Parallel Advisors first reported a position in First Trust Ultra Short Duration Municipal ETF in Q1 2026 and has held it in 2 quarters since.
  • Parallel Advisors's First Trust Ultra Short Duration Municipal ETF position peaked at $216K in Q1 2026.
  • 85 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.