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Uniting Wealth Partners’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Uniting Wealth Partners’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
2025
Q4 		– Sell
-41,431
Closed -$833K – 174
2025
Q3 		$833K Buy
+41,431
New +$834K 0.2% 72

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Uniting Wealth Partners's FUMB Position: Q4 2025 in Review

Uniting Wealth Partners sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q4 2025, closing a stake of 41,431 shares — an estimated $833K sold.

Uniting Wealth Partners first reported a position in FUMB in Q3 2025 and held it in 1 quarter. The position peaked at $833K in Q3 2025. 88 funds tracked by Wall St. Rank hold FUMB as of Q4 2025.

  • Uniting Wealth Partners reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q4 2025 after selling out during the quarter.
  • Uniting Wealth Partners sold 41,431 First Trust Ultra Short Duration Municipal ETF shares in Q4 2025, an estimated $833K.
  • Uniting Wealth Partners first reported a position in First Trust Ultra Short Duration Municipal ETF in Q3 2025 and held it in 1 quarter.
  • Uniting Wealth Partners's First Trust Ultra Short Duration Municipal ETF position peaked at $833K in Q3 2025.
  • 88 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q4 2025.

Based on Uniting Wealth Partners's 13F filing for Q4 2025, filed 13 Feb 2026.