Visionary Wealth Advisors’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Visionary Wealth Advisors’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 Q2	–	Sell	-31,426	Closed	-$632K	–	578
2025 Q1	$632K	Buy	31,426 +2,194	+8%	+$44.1K	0.04%	312
2024 Q4	$587K	Buy	29,232 +1,613	+6%	+$32.4K	0.03%	329
2024 Q3	$556K	Buy	27,619 +415	+2%	+$8.36K	0.03%	332
2024 Q2	$546K	Buy	27,204 +523	+2%	+$10.5K	0.04%	317
2024 Q1	$535K	Sell	26,681 -23,646	-47%	-$475K	0.04%	312
2023 Q4	$1.01M	Sell	50,327 -2,904	-5%	-$58.1K	0.07%	225
2023 Q3	$1.06M	Sell	53,231 -6,701	-11%	-$134K	0.09%	202
2023 Q2	$1.2M	Buy	+59,932	New	+$1.2M	0.1%	190

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

Visionary Wealth Advisors's FUMB Position: Q2 2025 in Review

Visionary Wealth Advisors sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q2 2025, closing a stake of 31,426 shares — an estimated $632K sold.

Visionary Wealth Advisors first reported a position in FUMB in Q2 2023 and held it in 8 quarters. The position peaked at $1.2M in Q2 2023. 87 funds tracked by Wall St. Rank hold FUMB as of Q2 2025.

Visionary Wealth Advisors reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q2 2025 after selling out during the quarter.
Visionary Wealth Advisors sold 31,426 First Trust Ultra Short Duration Municipal ETF shares in Q2 2025, an estimated $632K.
Visionary Wealth Advisors first reported a position in First Trust Ultra Short Duration Municipal ETF in Q2 2023 and held it in 8 quarters.
Visionary Wealth Advisors's First Trust Ultra Short Duration Municipal ETF position peaked at $1.2M in Q2 2023.
87 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q2 2025.

Based on Visionary Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.