SF
FUMB icon

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

Summit 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 		$1.33M Buy
66,504
+14,943
+29% +$300K 0.01% 750
2026
Q1 		$1.03M Sell
51,561
-4,366
-8% -$87.8K 0.01% 768
2025
Q4 		$1.12M Sell
55,927
-3,486
-6% -$70K 0.02% 629
2025
Q3 		$1.19M Buy
+59,413
New +$1.2M 0.02% 595

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

Summit Financial's FUMB Position: Q2 2026 in Review

Summit Financial increased its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 29% in Q2 2026, buying an estimated $300K and bringing the position to 66,504 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #750.

Summit Financial first reported a position in FUMB in Q3 2025 and has held it in 4 quarters since. 85 funds tracked by Wall St. Rank hold FUMB as of Q2 2026.

  • Summit Financial held 66,504 shares of First Trust Ultra Short Duration Municipal ETF worth $1.33M as of Q2 2026.
  • Summit Financial bought 14,943 First Trust Ultra Short Duration Municipal ETF shares in Q2 2026, an estimated $300K.
  • First Trust Ultra Short Duration Municipal ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #750 holding.
  • Summit Financial first reported a position in First Trust Ultra Short Duration Municipal ETF in Q3 2025 and has held it in 4 quarters since.
  • 85 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q2 2026.

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