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Disclosery

FUMB FIRST TR EXCH TRADED FD III

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ULTRA SHT DUR MU (fund)

86 managers (88 13F filers) reported a position in FUMB shares at 2026-03-31, 7,912,996 shares in all. 10 filers opened a position and 8 filers sold out during the quarter.

Managers
86
13F filers
88
New
10
Added
40
Reduced
29
Sold out
8
Shares held by filers
7,912,996

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC879,542$17.6M<0.01%+123,90813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY661,210$13.3M<0.01%-58,90213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN649,421$13M<0.01%-38,83013F-HR/ATimelineGroup
XML Financial, LLC526,024$10.5M0.85%+49,72613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA345,999$6.94M<0.01%-1,48813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC291,453$5.84M0.01%+68,05413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC276,925$5.55M<0.01%+14,91713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO275,352$5.53M<0.01%+36,41613F-HR/ATimelineGroup
NewEdge Advisors, LLC273,506$5.48M0.02%-387,35113F-HR/ATimeline
Kestra Advisory Services, LLCgroup of 2 filers holding273,322$5.48M+28,679Timeline
Gateway Wealth Partners, LLC260,066$5.21M0.2%+134,49213F-HRTimeline
UBS Group AGin group UBS Group AG212,193$4.25M<0.01%+3,87213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.181,838$3.65M0.01%-45,38013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.153,634$3.08M0.1%+8,33313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…130,394$2.61M<0.01%+5,93013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.124,370$2.49M<0.01%+7,50013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding116,747$2.34M-13,754Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP110,166$2.21M<0.01%-6,17013F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.109,973$2.2M0.75%new13F-HRTimeline
Insight Inv LLC108,945$2.18M1.2%-21,80013F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…99,453$1.99M1.56%new13F-HRTimeline
Mainsail Financial Group, LLC95,294$1.91M0.8%-11,95113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…92,150$1.85M<0.01%+3,89613F-HRTimelineGroup
Cambridge Investment Research Advisors,…92,148$1.85M<0.01%-2,61613F-HRTimeline
Cetera Investment Advisers91,931$1.84M<0.01%+1,49113F-HRTimeline
CAPITAL FINANCIAL GROUP INC\CO\ /ADV80,941$1.62M0.89%-3,15813F-HRTimeline
Independent Advisor Alliance66,445$1.33M0.01%new13F-HRTimeline
Sanctuary Advisors, LLC65,048$1.3M0.01%+16413F-HRTimeline
Rothschild Wealth LLC62,524$1.25M0.11%-1,86813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC58,093$1.16M<0.01%+33,93813F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC55,032$1.1M0.03%-6,26413F-HRTimeline
OLD MISSION CAPITAL LLC54,794$1.1M0.03%new13F-HRTimeline
WealthBridge Capital Management, LLC54,765$1.1M0.25%+10,51213F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC53,882$1.08M0.13%+3,87113F-HRTimeline
Summit Financial, LLC51,561$1.03M0.01%-4,36613F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.45,571$914K0.1%-84,36413F-HRTimeline
Prospera Financial Services Inc44,570$894K0.01%+4,99213F-HRTimeline
Private Advisor Group, LLC43,324$869K<0.01%+4213F-HRTimeline
MCDONALD PARTNERS LLC42,500$852K0.2%-50013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC41,537$833K<0.01%+24,51513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…35,797$718K<0.01%new13F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC32,386$649K0.05%+19,86513F-HRTimeline
Meridian Wealth Management, LLC30,902$620K0.02%-4,24813F-HRTimeline
Dynamic Advisor Solutions LLC29,537$592K0.02%+1,04813F-HRTimeline
Capital Investment Advisory Services, L…27,725$556K0.04%+60013F-HRTimeline
Security Financial Services, INC.27,413$550K0.09%+15413F-HRTimeline
Norris Financial Group, LLC27,165$545K0.18%-7,71913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…26,067$523K0.01%013F-HRTimelineGroup
Occidental Asset Management, LLC25,145$504K0.06%-513F-HRTimeline
HARBOUR INVESTMENTS, INC.24,884$499K0.01%-32,05313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC24,527$492K<0.01%new13F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…22,500$451K0.03%-1,40013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC21,535$432K<0.01%+6,59313F-HRTimelineGroup
MGO ONE SEVEN LLC19,375$388K0.01%+1,65813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC19,012$382K0.01%-3,33613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP18,873$378K<0.01%-49,22813F-HRTimelineGroup
Keating Financial Advisory Services, In…17,129$343K0.06%+1,94313F-HRTimeline
Advisory Services Network, LLC16,972$340K<0.01%+2,79613F-HRTimeline
NewEdge Wealth, LLC16,639$334K<0.01%+6,33813F-HRTimeline
GSG Advisors LLC16,485$331K0.09%+11213F-HRTimeline
AE Wealth Management LLC15,694$315K<0.01%+5,60713F-HRTimeline
Advyzon Investment Management, LLC14,722$295K0.03%+32013F-HRTimeline
World Investment Advisors14,294$287K<0.01%+14713F-HRTimeline
Schwallier Wealth Management LLC14,106$283K0.21%-29,93613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.14,079$282K<0.01%-5013F-HRTimelineGroup
RFG Advisory, LLC12,101$243K<0.01%+1,48113F-HRTimeline
Parallel Advisors, LLC10,764$216K<0.01%new13F-HR/ATimeline
MML INVESTORS SERVICES, LLC10,237$205K<0.01%-2,51813F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…10,186$204K0.02%new13F-HRTimelineGroup
Total Clarity Wealth Management, Inc.10,139$203K0.05%013F-HRTimeline
Farther Finance Advisors, LLC10,100$203K<0.01%-8,36013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…9,494$190K<0.01%new13F-HRTimelineGroup
TD Capital Management LLC6,157$123K0.01%-9,95213F-HRTimeline
CoreCap Advisors, LLC6,045$121K<0.01%+1,60013F-HRTimeline
Steward Partners Investment Advisory, L…6,024$121K<0.01%+1,51213F-HRTimeline
Tidemark, LLC4,000$80.2K0.02%013F-HRTimeline
IFP Advisors, Inc2,821$56.6K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.2,712$54.4K0.03%+1,33113F-HRTimeline
CX Institutional2,331$47K<0.01%+1613F-HRTimeline
Golden State Wealth Management, LLC1,635$32.8K<0.01%+1113F-HRTimeline
PRIVATE TRUST CO NA1,011$20.3K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.505$10.1K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.385$7.72K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC333$6.68K<0.01%new13F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.231$4.63K<0.01%013F-HRTimeline
REAP Financial Group, LLC179$3.59K<0.01%013F-HRTimeline