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

Stifel Financial’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 		$378K Sell
18,860
-13
-0.1% -$261 ﹤0.01% 3149
2026
Q1 		$378K Sell
18,873
-49,228
-72% -$990K ﹤0.01% 3030
2025
Q4 		$1.37M Buy
68,101
+1,353
+2% +$27.2K ﹤0.01% 2233
2025
Q3 		$1.34M Sell
66,748
-893
-1% -$18K ﹤0.01% 2193
2025
Q2 		$1.36M Sell
67,641
-23,162
-26% -$465K ﹤0.01% 2114
2025
Q1 		$1.82M Sell
90,803
-17,143
-16% -$345K ﹤0.01% 1825
2024
Q4 		$2.17M Buy
107,946
+20,782
+24% +$418K ﹤0.01% 1715
2024
Q3 		$1.75M Sell
87,164
-1,487
-2% -$29.9K ﹤0.01% 1863
2024
Q2 		$1.78M Buy
88,651
+70,862
+398% +$1.42M ﹤0.01% 1798
2024
Q1 		$356K Sell
17,789
-6,867
-28% -$138K ﹤0.01% 2803
2023
Q4 		$495K Sell
24,656
-28,726
-54% -$575K ﹤0.01% 2564
2023
Q3 		$1.06M Buy
53,382
+8,383
+19% +$167K ﹤0.01% 2011
2023
Q2 		$899K Buy
44,999
+13,980
+45% +$279K ﹤0.01% 2152
2023
Q1 		$619K Sell
31,019
-4,268
-12% -$85.2K ﹤0.01% 2393
2022
Q4 		$704K Buy
+35,287
New +$702K ﹤0.01% 2266
2021
Q1 		– Sell
-52,432
Closed -$1.06M – 3237
2020
Q4 		$1.06M Buy
+52,432
New +$1.06M ﹤0.01% 1797

Other funds holding FUMB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GA
GSG Advisors Mount Laurel, New Jersey $454M AUM 28.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
VPW
Vaquero Private Wealth Dallas, Texas $486M AUM

Stifel Financial's FUMB Position: Q2 2026 in Review

Stifel Financial reduced its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 0.07% in Q2 2026, selling an estimated $261 and leaving 18,860 shares worth $378K. The position accounts for ﹤0.01% of the portfolio, ranked #3149.

Stifel Financial first reported a position in FUMB in Q4 2020 and has held it in 16 quarters since. The position peaked at $2.17M in Q4 2024. 85 funds tracked by Wall St. Rank hold FUMB as of Q2 2026.

  • Stifel Financial held 18,860 shares of First Trust Ultra Short Duration Municipal ETF worth $378K as of Q2 2026.
  • Stifel Financial sold 13 First Trust Ultra Short Duration Municipal ETF shares in Q2 2026, an estimated $261.
  • First Trust Ultra Short Duration Municipal ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3149 holding.
  • Stifel Financial first reported a position in First Trust Ultra Short Duration Municipal ETF in Q4 2020 and has held it in 16 quarters since.
  • Stifel Financial's First Trust Ultra Short Duration Municipal ETF position peaked at $2.17M in Q4 2024.
  • 85 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.