Stifel Financial
FUMB icon

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
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

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return

Stifel Financial's FUMB Position: Q1 2026 in Review

Stifel Financial reduced its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 72% in Q1 2026, selling an estimated $990K and leaving 18,873 shares worth $378K. The position accounts for ﹤0.01% of the portfolio, ranked #3030.

Stifel Financial first reported a position in FUMB in Q4 2020 and has held it in 15 quarters since. The position peaked at $2.17M in Q4 2024. 88 funds tracked by Wall St. Rank hold FUMB as of Q1 2026.

  • Stifel Financial held 18,873 shares of First Trust Ultra Short Duration Municipal ETF worth $378K as of Q1 2026.
  • Stifel Financial sold 49,228 First Trust Ultra Short Duration Municipal ETF shares in Q1 2026, an estimated $990K.
  • First Trust Ultra Short Duration Municipal ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3030 holding.
  • Stifel Financial first reported a position in First Trust Ultra Short Duration Municipal ETF in Q4 2020 and has held it in 15 quarters since.
  • Stifel Financial's First Trust Ultra Short Duration Municipal ETF position peaked at $2.17M in Q4 2024.
  • 88 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.