Siligmueller & Norvid Wealth Advisors’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Siligmueller & Norvid 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	-65,724	Closed	-$1.32M	–	182
2025 Q2	$1.32M	Sell	65,724 -10,652	-14%	-$214K	0.51%	36
2025 Q1	$1.53M	Sell	76,376 -4,810	-6%	-$96.7K	0.65%	34
2024 Q4	$1.63M	Buy	+81,186	New	+$1.63M	0.7%	33

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

Siligmueller & Norvid Wealth Advisors's FUMB Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q3 2025, closing a stake of 65,724 shares — an estimated $1.32M sold.

Siligmueller & Norvid Wealth Advisors first reported a position in FUMB in Q4 2024 and held it in 3 quarters. The position peaked at $1.63M in Q4 2024. 94 funds tracked by Wall St. Rank hold FUMB as of Q3 2025.

Siligmueller & Norvid Wealth Advisors reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q3 2025 after selling out during the quarter.
Siligmueller & Norvid Wealth Advisors sold 65,724 First Trust Ultra Short Duration Municipal ETF shares in Q3 2025, an estimated $1.32M.
Siligmueller & Norvid Wealth Advisors first reported a position in First Trust Ultra Short Duration Municipal ETF in Q4 2024 and held it in 3 quarters.
Siligmueller & Norvid Wealth Advisors's First Trust Ultra Short Duration Municipal ETF position peaked at $1.63M in Q4 2024.
94 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.