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Sigma Planning Corp’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Sigma Planning Corp’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
Q4 		– Sell
-23,352
Closed -$469K – 1336
2025
Q3 		$469K Sell
23,352
-42,952
-65% -$865K 0.01% 844
2025
Q2 		$1.33M Sell
66,304
-5,236
-7% -$105K 0.04% 412
2025
Q1 		$1.44M Sell
71,540
-6,671
-9% -$134K 0.05% 371
2024
Q4 		$1.57M Buy
78,211
+18,868
+32% +$379K 0.05% 348
2024
Q3 		$1.19M Sell
59,343
-3,351
-5% -$67.5K 0.04% 445
2024
Q2 		$1.26M Buy
62,694
+541
+0.9% +$10.9K 0.04% 413
2024
Q1 		$1.25M Buy
62,153
+41,648
+203% +$836K 0.04% 439
2023
Q4 		$411K Sell
20,505
-20,174
-50% -$404K 0.03% 523
2023
Q3 		$810K Sell
40,679
-7,168
-15% -$143K 0.03% 532
2023
Q2 		$956K Buy
47,847
+1,487
+3% +$29.7K 0.03% 468
2023
Q1 		$926K Buy
46,360
+18,979
+69% +$379K 0.03% 544
2022
Q4 		$546K Buy
27,381
+4,132
+18% +$82.2K 0.02% 730
2022
Q3 		$461K Buy
+23,249
New +$464K 0.02% 763

Other funds holding FUMB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sigma Planning Corp's FUMB Position: Q4 2025 in Review

Sigma Planning Corp sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q4 2025, closing a stake of 23,352 shares — an estimated $469K sold.

Sigma Planning Corp first reported a position in FUMB in Q3 2022 and held it in 13 quarters. The position peaked at $1.57M in Q4 2024. 88 funds tracked by Wall St. Rank hold FUMB as of Q4 2025.

  • Sigma Planning Corp reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q4 2025 after selling out during the quarter.
  • Sigma Planning Corp sold 23,352 First Trust Ultra Short Duration Municipal ETF shares in Q4 2025, an estimated $469K.
  • Sigma Planning Corp first reported a position in First Trust Ultra Short Duration Municipal ETF in Q3 2022 and held it in 13 quarters.
  • Sigma Planning Corp's First Trust Ultra Short Duration Municipal ETF position peaked at $1.57M in Q4 2024.
  • 88 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q4 2025.

Based on Sigma Planning Corp's 13F filing for Q4 2025, filed 30 Jan 2026.