World Investment Advisors’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

World Investment 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
2026 Q2	$287K	Hold	14,294	–	–	﹤0.01%	1256
2026 Q1	$287K	Buy	14,294 +147	+1%	+$2.96K	﹤0.01%	1284
2025 Q4	$284K	Sell	14,147 -1,978	-12%	-$39.7K	﹤0.01%	1212
2025 Q3	$324K	Buy	16,125 +1,750	+12%	+$35.2K	0.01%	954
2025 Q2	$289K	Buy	14,375 +429	+3%	+$8.62K	0.01%	928
2025 Q1	$280K	Sell	13,946 -68	-0.5%	-$1.37K	0.01%	889
2024 Q4	$282K	Buy	+14,014	New	+$282K	0.01%	847

Other funds holding FUMB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GSG Advisors Mount Laurel, New Jersey $454M AUM 28.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

VPW

Vaquero Private Wealth Dallas, Texas $486M AUM

World Investment Advisors's FUMB Position: Q2 2026 in Review

World Investment Advisors held its First Trust Ultra Short Duration Municipal ETF (FUMB) position steady in Q2 2026 at 14,294 shares worth $287K. The position accounts for ﹤0.01% of the portfolio, ranked #1256.

World Investment Advisors first reported a position in FUMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $324K in Q3 2025. 85 funds tracked by Wall St. Rank hold FUMB as of Q2 2026.

World Investment Advisors held 14,294 shares of First Trust Ultra Short Duration Municipal ETF worth $287K as of Q2 2026.
World Investment Advisors left its First Trust Ultra Short Duration Municipal ETF share count unchanged in Q2 2026.
First Trust Ultra Short Duration Municipal ETF made up ﹤0.01% of World Investment Advisors's portfolio in Q2 2026, its #1256 holding.
World Investment Advisors first reported a position in First Trust Ultra Short Duration Municipal ETF in Q4 2024 and has held it in 7 quarters since.
World Investment Advisors's First Trust Ultra Short Duration Municipal ETF position peaked at $324K in Q3 2025.
85 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.