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Tower Research Capital (TRC)’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Tower Research Capital (TRC)’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 		– Sell
-4,712
Closed -$94.5K – 5263
2025
Q4 		$94.5K Sell
4,712
-4,681
-50% -$94K ﹤0.01% 1982
2025
Q3 		$189K Buy
+9,393
New +$189K 0.01% 1505

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 $1.37B AUM 28.49% 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 $79.5B AUM 27.1% 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 $1.67B AUM 21.55% 1-Year Est. Return

Tower Research Capital (TRC)'s FUMB Position: Q1 2026 in Review

Tower Research Capital (TRC) sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q1 2026, closing a stake of 4,712 shares — an estimated $94.5K sold.

Tower Research Capital (TRC) first reported a position in FUMB in Q3 2025 and held it in 2 quarters. The position peaked at $189K in Q3 2025. 88 funds tracked by Wall St. Rank hold FUMB as of Q1 2026.

  • Tower Research Capital (TRC) reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q1 2026 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 4,712 First Trust Ultra Short Duration Municipal ETF shares in Q1 2026, an estimated $94.5K.
  • Tower Research Capital (TRC) first reported a position in First Trust Ultra Short Duration Municipal ETF in Q3 2025 and held it in 2 quarters.
  • Tower Research Capital (TRC)'s First Trust Ultra Short Duration Municipal ETF position peaked at $189K in Q3 2025.
  • 88 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.