StoneCrest Wealth Management’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

StoneCrest Wealth Management’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 Q3	$1.73M	Buy	+87,145	New	+$1.75M	0.56%	45

Other funds holding FUMB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

GSG Advisors Mount Laurel, New Jersey $473M AUM 18.38% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Vaquero Private Wealth Dallas, Texas $477M AUM

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

StoneCrest Wealth Management's FUMB Position: Q3 2026 in Review

StoneCrest Wealth Management opened a new position in First Trust Ultra Short Duration Municipal ETF (FUMB) in Q3 2026: 87,145 shares worth $1.73M. The stake represents 0.56% of the portfolio and ranks #45 among its holdings.

67 funds tracked by Wall St. Rank hold FUMB as of Q3 2026.

StoneCrest Wealth Management held 87,145 shares of First Trust Ultra Short Duration Municipal ETF worth $1.73M as of Q3 2026.
First Trust Ultra Short Duration Municipal ETF was a new StoneCrest Wealth Management position in Q3 2026.
First Trust Ultra Short Duration Municipal ETF made up 0.56% of StoneCrest Wealth Management's portfolio in Q3 2026, its #45 holding.
67 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q3 2026.

Based on StoneCrest Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.