WIA
FUMB icon

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
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

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return

World Investment Advisors's FUMB Position: Q1 2026 in Review

World Investment Advisors increased its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 1% in Q1 2026, buying an estimated $2.96K and bringing the position to 14,294 shares worth $287K. The position accounts for ﹤0.01% of the portfolio, ranked #1284.

World Investment Advisors first reported a position in FUMB in Q4 2024 and has held it in 6 quarters since. The position peaked at $324K in Q3 2025. 88 funds tracked by Wall St. Rank hold FUMB as of Q1 2026.

  • World Investment Advisors held 14,294 shares of First Trust Ultra Short Duration Municipal ETF worth $287K as of Q1 2026.
  • World Investment Advisors bought 147 First Trust Ultra Short Duration Municipal ETF shares in Q1 2026, an estimated $2.96K.
  • First Trust Ultra Short Duration Municipal ETF made up ﹤0.01% of World Investment Advisors's portfolio in Q1 2026, its #1284 holding.
  • World Investment Advisors first reported a position in First Trust Ultra Short Duration Municipal ETF in Q4 2024 and has held it in 6 quarters since.
  • World Investment Advisors's First Trust Ultra Short Duration Municipal ETF position peaked at $324K in Q3 2025.
  • 88 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.