FUMB — First Trust Ultra Short Duration Municipal ETF Institutional Holders · Q3 2026
Who owns First Trust Ultra Short Duration Municipal ETF (FUMB)? 5 institutions reported holding $2.68M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Stewardship Concepts Financial Services LLC ($1.2M), Inspirion Wealth Advisors, LLC ($1.0M), Farther Finance Advisors, LLC ($231,736).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | $1.2M | 59,548 | Hold |
| 2 | INSPIRION WEALTH ADVISORS, LLC | $1.0M | 52,432 | Added |
| 3 | Farther Finance Advisors, LLC | $231,736 | 11,645 | Added |
| 4 | CoreCap Advisors, LLC | $177,627 | 8,926 | Added |
| 5 | CX Institutional | $47,000 | 2,363 | Added |
Source: SEC Form 13F filings · as of 2026-09-30