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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
Q2 		$296K Buy
+14,751
New +$296K 0.01% 1396
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

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

Tower Research Capital (TRC)'s FUMB Position: Q2 2026 in Review

Tower Research Capital (TRC) opened a new position in First Trust Ultra Short Duration Municipal ETF (FUMB) in Q2 2026: 14,751 shares worth $296K. The stake represents 0.01% of the portfolio and ranks #1396 among its holdings. This is a return to the name: Tower Research Capital (TRC) previously reported a position in FUMB as recently as Q4 2025.

Tower Research Capital (TRC) first reported a position in FUMB in Q3 2025 and has held it in 3 quarters since. 84 funds tracked by Wall St. Rank hold FUMB as of Q2 2026.

  • Tower Research Capital (TRC) held 14,751 shares of First Trust Ultra Short Duration Municipal ETF worth $296K as of Q2 2026.
  • First Trust Ultra Short Duration Municipal ETF was a new Tower Research Capital (TRC) position in Q2 2026.
  • First Trust Ultra Short Duration Municipal ETF made up 0.01% of Tower Research Capital (TRC)'s portfolio in Q2 2026, its #1396 holding.
  • Tower Research Capital (TRC) first reported a position in First Trust Ultra Short Duration Municipal ETF in Q3 2025 and has held it in 3 quarters since.
  • 84 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q2 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q2 2026, filed 11 Aug 2026.