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

White Wing 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
2026
Q2 		$1.6M Buy
+79,877
New +$1.6M 0.84% 18
2024
Q2 		– Sell
-28,589
Closed -$573K – 31
2024
Q1 		$573K Sell
28,589
-33,156
-54% -$666K 0.48% 22
2023
Q4 		$1.24M Buy
+61,745
New +$1.24M 1.14% 15

Other funds holding FUMB

VPWL
VAQUERO PRIVATE WEALTH, LTD Dallas, Texas $486M AUM
MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $149M AUM
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

White Wing Wealth Management's FUMB Position: Q2 2026 in Review

White Wing Wealth Management opened a new position in First Trust Ultra Short Duration Municipal ETF (FUMB) in Q2 2026: 79,877 shares worth $1.6M. The stake represents 0.84% of the portfolio and ranks #18 among its holdings. This is a return to the name: White Wing Wealth Management previously reported a position in FUMB as recently as Q1 2024.

White Wing Wealth Management first reported a position in FUMB in Q4 2023 and has held it in 3 quarters since. 10 funds tracked by Wall St. Rank hold FUMB as of Q2 2026.

  • White Wing Wealth Management held 79,877 shares of First Trust Ultra Short Duration Municipal ETF worth $1.6M as of Q2 2026.
  • First Trust Ultra Short Duration Municipal ETF was a new White Wing Wealth Management position in Q2 2026.
  • First Trust Ultra Short Duration Municipal ETF made up 0.84% of White Wing Wealth Management's portfolio in Q2 2026, its #18 holding.
  • White Wing Wealth Management first reported a position in First Trust Ultra Short Duration Municipal ETF in Q4 2023 and has held it in 3 quarters since.
  • 10 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q2 2026.

Based on White Wing Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.