UBS Group
FUMB icon

UBS Group’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

UBS Group’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 		$4.6M Buy
229,246
+17,053
+8% +$342K ﹤0.01% 4243
2026
Q1 		$4.25M Buy
212,193
+3,872
+2% +$77.9K ﹤0.01% 4235
2025
Q4 		$4.18M Buy
208,321
+18,698
+10% +$375K ﹤0.01% 4203
2025
Q3 		$3.81M Sell
189,623
-2,128
-1% -$42.8K ﹤0.01% 4316
2025
Q2 		$3.85M Buy
191,751
+383
+0.2% +$7.69K ﹤0.01% 4142
2025
Q1 		$3.85M Buy
191,368
+154,188
+415% +$3.1M ﹤0.01% 4052
2024
Q4 		$747K Sell
37,180
-31,548
-46% -$634K ﹤0.01% 5543
2024
Q3 		$1.38M Sell
68,728
-16,237
-19% -$327K ﹤0.01% 4339
2024
Q2 		$1.7M Sell
84,965
-25,880
-23% -$519K ﹤0.01% 3932
2024
Q1 		$2.22M Sell
110,845
-128,708
-54% -$2.58M ﹤0.01% 3841
2023
Q4 		$4.81M Buy
239,553
+101,190
+73% +$2.02M ﹤0.01% 2829
2023
Q3 		$2.76M Sell
138,363
-16,133
-10% -$322K ﹤0.01% 3135
2023
Q2 		$3.09M Sell
154,496
-46,826
-23% -$935K ﹤0.01% 3078
2023
Q1 		$4.02M Buy
201,322
+2,264
+1% +$45.2K ﹤0.01% 2726
2022
Q4 		$3.97M Buy
199,058
+69,819
+54% +$1.39M ﹤0.01% 2720
2022
Q3 		$2.56M Buy
129,239
+129,090
+86,638% +$2.58M ﹤0.01% 2945
2022
Q2 		$3K Sell
149
-2,209
-94% -$44.1K ﹤0.01% 9309
2022
Q1 		$47K Buy
+2,358
New +$47.3K ﹤0.01% 6561
2021
Q4 		– Sell
-772
Closed -$16K – 10404
2021
Q3 		$16K Buy
+772
New +$15.6K ﹤0.01% 7415
2021
Q2 		– Sell
-6,399
Closed -$129K – 9514
2021
Q1 		$129K Buy
6,399
+3,327
+108% +$67.1K ﹤0.01% 5762
2020
Q4 		$62K Buy
+3,072
New +$61.9K ﹤0.01% 5997
2020
Q3 		– Sell
-253
Closed -$5K – 8143
2020
Q2 		$5K Buy
+253
New +$5.09K ﹤0.01% 7371

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

UBS Group's FUMB Position: Q2 2026 in Review

UBS Group increased its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 8% in Q2 2026, buying an estimated $342K and bringing the position to 229,246 shares worth $4.6M. The position accounts for ﹤0.01% of the portfolio, ranked #4243.

UBS Group first reported a position in FUMB in Q2 2020 and has held it in 22 quarters since. The position peaked at $4.81M in Q4 2023. 85 funds tracked by Wall St. Rank hold FUMB as of Q2 2026.

  • UBS Group held 229,246 shares of First Trust Ultra Short Duration Municipal ETF worth $4.6M as of Q2 2026.
  • UBS Group bought 17,053 First Trust Ultra Short Duration Municipal ETF shares in Q2 2026, an estimated $342K.
  • First Trust Ultra Short Duration Municipal ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4243 holding.
  • UBS Group first reported a position in First Trust Ultra Short Duration Municipal ETF in Q2 2020 and has held it in 22 quarters since.
  • UBS Group's First Trust Ultra Short Duration Municipal ETF position peaked at $4.81M in Q4 2023.
  • 85 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.