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

Total Clarity 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 Q2	–	Sell	-10,139	Closed	-$203K	–	377
2026 Q1	$203K	Hold	10,139	–	–	0.05%	304
2025 Q4	$203K	Hold	10,139	–	–	0.05%	288
2025 Q3	$204K	Hold	10,139	–	–	0.05%	273
2025 Q2	$204K	Sell	10,139 -5,587	-36%	-$112K	0.06%	274
2025 Q1	$316K	Hold	15,726	–	–	0.1%	188
2024 Q4	$316K	Hold	15,726	–	–	0.1%	188
2024 Q3	$316K	Sell	15,726 -2,230	-12%	-$44.9K	0.1%	189
2024 Q2	$360K	Hold	17,956	–	–	0.13%	163
2024 Q1	$360K	Hold	17,956	–	–	0.13%	180
2023 Q4	$360K	Buy	+17,956	New	+$359K	0.15%	157

Other funds holding FUMB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GSG Advisors Mount Laurel, New Jersey $454M AUM 28.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

VPW

Vaquero Private Wealth Dallas, Texas $486M AUM

Total Clarity Wealth Management's FUMB Position: Q2 2026 in Review

Total Clarity Wealth Management sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q2 2026, closing a stake of 10,139 shares — an estimated $203K sold.

Total Clarity Wealth Management first reported a position in FUMB in Q4 2023 and held it in 10 quarters. The position peaked at $360K in Q2 2024. 85 funds tracked by Wall St. Rank hold FUMB as of Q2 2026.

Total Clarity Wealth Management reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q2 2026 after selling out during the quarter.
Total Clarity Wealth Management sold 10,139 First Trust Ultra Short Duration Municipal ETF shares in Q2 2026, an estimated $203K.
Total Clarity Wealth Management first reported a position in First Trust Ultra Short Duration Municipal ETF in Q4 2023 and held it in 10 quarters.
Total Clarity Wealth Management's First Trust Ultra Short Duration Municipal ETF position peaked at $360K in Q2 2024.
85 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.