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

VCI 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
2025 Q3	–	Sell	-14,036	Closed	-$282K	–	130
2025 Q2	$282K	Buy	14,036 +387	+3%	+$7.77K	0.1%	101
2025 Q1	$274K	Sell	13,649 -1,297	-9%	-$26.1K	0.12%	101
2024 Q4	$300K	Sell	14,946 -903	-6%	-$18.2K	0.13%	82
2024 Q3	$319K	Sell	15,849 -164	-1%	-$3.3K	0.14%	90
2024 Q2	$321K	Buy	16,013 +3,988	+33%	+$80K	0.16%	87
2024 Q1	$241K	Sell	12,025 -526	-4%	-$10.6K	0.16%	97
2023 Q4	$252K	Buy	+12,551	New	+$251K	0.15%	97

Other funds holding FUMB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MFG

Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

VCI Wealth Management's FUMB Position: Q3 2025 in Review

VCI Wealth Management sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q3 2025, closing a stake of 14,036 shares — an estimated $282K sold.

VCI Wealth Management first reported a position in FUMB in Q4 2023 and held it in 7 quarters. The position peaked at $321K in Q2 2024. 94 funds tracked by Wall St. Rank hold FUMB as of Q3 2025.

VCI Wealth Management reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q3 2025 after selling out during the quarter.
VCI Wealth Management sold 14,036 First Trust Ultra Short Duration Municipal ETF shares in Q3 2025, an estimated $282K.
VCI Wealth Management first reported a position in First Trust Ultra Short Duration Municipal ETF in Q4 2023 and held it in 7 quarters.
VCI Wealth Management's First Trust Ultra Short Duration Municipal ETF position peaked at $321K in Q2 2024.
94 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q3 2025.

Based on VCI Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.