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

Sanctuary 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	$1.39M	Buy	69,073 +4,025	+6%	+$80.8K	0.01%	1263
2026 Q1	$1.3M	Buy	65,048 +164	+0.3%	+$3.3K	0.01%	1183
2025 Q4	$1.3M	Buy	64,884 +2,694	+4%	+$54.1K	0.01%	1176
2025 Q3	$1.25M	Sell	62,190 -465	-0.7%	-$9.36K	0.01%	1158
2025 Q2	$1.26M	Buy	62,655 +1,500	+2%	+$30.1K	0.01%	1085
2025 Q1	$1.23M	Sell	61,155 -2,060	-3%	-$41.4K	0.01%	1032
2024 Q4	$1.27M	Sell	63,215 -4,421	-7%	-$88.9K	0.01%	1107
2024 Q3	$1.36M	Sell	67,636 -8,605	-11%	-$173K	0.01%	1099
2024 Q2	$1.53M	Buy	+76,241	New	+$1.53M	0.01%	957

Other funds holding FUMB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GSG Advisors Mount Laurel, New Jersey $454M AUM 28.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

VPW

Vaquero Private Wealth Dallas, Texas $486M AUM

Sanctuary Advisors's FUMB Position: Q2 2026 in Review

Sanctuary Advisors increased its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 6.2% in Q2 2026, buying an estimated $80.8K and bringing the position to 69,073 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #1263.

Sanctuary Advisors first reported a position in FUMB in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.53M in Q2 2024. 85 funds tracked by Wall St. Rank hold FUMB as of Q2 2026.

Sanctuary Advisors held 69,073 shares of First Trust Ultra Short Duration Municipal ETF worth $1.39M as of Q2 2026.
Sanctuary Advisors bought 4,025 First Trust Ultra Short Duration Municipal ETF shares in Q2 2026, an estimated $80.8K.
First Trust Ultra Short Duration Municipal ETF made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1263 holding.
Sanctuary Advisors first reported a position in First Trust Ultra Short Duration Municipal ETF in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's First Trust Ultra Short Duration Municipal ETF position peaked at $1.53M in Q2 2024.
85 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q2 2026.

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