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Prospera Financial Services’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Prospera Financial Services’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 		$921K Buy
45,907
+1,337
+3% +$26.8K 0.01% 808
2026
Q1 		$894K Buy
44,570
+4,992
+13% +$100K 0.01% 760
2025
Q4 		$794K Buy
39,578
+951
+2% +$19.1K 0.01% 767
2025
Q3 		$776K Sell
38,627
-560
-1% -$11.3K 0.01% 779
2025
Q2 		$788K Sell
39,187
-68
-0.2% -$1.37K 0.01% 739
2025
Q1 		$789K Buy
39,255
+4,263
+12% +$85.7K 0.02% 628
2024
Q4 		$703K Buy
34,992
+3,013
+9% +$60.6K 0.02% 641
2024
Q3 		$643K Buy
+31,979
New +$644K 0.02% 633
2020
Q4 		– Sell
-1,950
Closed -$39K – 1000
2020
Q3 		$39K Buy
+1,950
New +$39.3K 0.01% 694
2020
Q2 		– Sell
-34,814
Closed -$700K – 582
2020
Q1 		$700K Sell
34,814
-31,975
-48% -$642K 0.07% 250
2019
Q4 		$1.34M Buy
+66,789
New +$1.34M 0.1% 221

Other funds holding FUMB

VPWL
VAQUERO PRIVATE WEALTH, LTD Dallas, Texas $486M AUM
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
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Prospera Financial Services's FUMB Position: Q2 2026 in Review

Prospera Financial Services increased its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 3% in Q2 2026, buying an estimated $26.8K and bringing the position to 45,907 shares worth $921K. The position accounts for 0.01% of the portfolio, ranked #808.

Prospera Financial Services first reported a position in FUMB in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.34M in Q4 2019. 11 funds tracked by Wall St. Rank hold FUMB as of Q2 2026.

  • Prospera Financial Services held 45,907 shares of First Trust Ultra Short Duration Municipal ETF worth $921K as of Q2 2026.
  • Prospera Financial Services bought 1,337 First Trust Ultra Short Duration Municipal ETF shares in Q2 2026, an estimated $26.8K.
  • First Trust Ultra Short Duration Municipal ETF made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #808 holding.
  • Prospera Financial Services first reported a position in First Trust Ultra Short Duration Municipal ETF in Q4 2019 and has held it in 11 quarters since.
  • Prospera Financial Services's First Trust Ultra Short Duration Municipal ETF position peaked at $1.34M in Q4 2019.
  • 11 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.