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

Stewardship Concepts 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 		$1.19M Sell
59,548
-39,905
-40% -$801K 0.8% 32
2026
Q1 		$1.99M Buy
+99,453
New +$2M 1.56% 21

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NA
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VPW
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Stewardship Concepts Financial Services's FUMB Position: Q2 2026 in Review

Stewardship Concepts Financial Services reduced its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 40% in Q2 2026, selling an estimated $801K and leaving 59,548 shares worth $1.19M. The position accounts for 0.8% of the portfolio, ranked #32.

Stewardship Concepts Financial Services first reported a position in FUMB in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.99M in Q1 2026. 85 funds tracked by Wall St. Rank hold FUMB as of Q2 2026.

  • Stewardship Concepts Financial Services held 59,548 shares of First Trust Ultra Short Duration Municipal ETF worth $1.19M as of Q2 2026.
  • Stewardship Concepts Financial Services sold 39,905 First Trust Ultra Short Duration Municipal ETF shares in Q2 2026, an estimated $801K.
  • First Trust Ultra Short Duration Municipal ETF made up 0.8% of Stewardship Concepts Financial Services's portfolio in Q2 2026, its #32 holding.
  • Stewardship Concepts Financial Services first reported a position in First Trust Ultra Short Duration Municipal ETF in Q1 2026 and has held it in 2 quarters since.
  • Stewardship Concepts Financial Services's First Trust Ultra Short Duration Municipal ETF position peaked at $1.99M in Q1 2026.
  • 85 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q2 2026.

Based on Stewardship Concepts Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.