FUMB β€” FIRST TR EXCH TRADED FD III ULTRA SHT DUR MU

Ownership history in IFP Advisors, Inc  Β·  16 quarters on record

AI Ownership Summary

IFP Advisors, Inc reported FIRST TR EXCH TRADED FD III ULTRA SHT DUR MU (FUMB) in 16 quarterly 13F filings from 2024 Q4 through 2026 Q1. The latest visible filing shows FUMB at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FUMB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IFP Advisors, Inc's position in FIRST TR EXCH TRADED FD III ULTRA SHT DUR MU, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FUMB was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How IFP Advisors, Inc held FUMB β€” position size vs. price
% of Fund (quarterly)    FUMB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 2,821 β€” 0% 0.00% $57K 2026-04-13 $20.09
2025 Q4 UNCHANGED 2,821 β€” 0% 0.00% $57K 2026-02-06 $20.03
2025 Q3 UNCHANGED 2,821 β€” 0% 0.00% $57K 2025-12-02 $19.88
2025 Q2 UNCHANGED 2,821 β€” 0% 0.00% $57K 2025-07-24 $19.74
2025 Q1 UNCHANGED 2,821 β€” 0% 0.00% $57K 2025-05-05 $19.56
2024 Q4 ADDED 2,821 +1,321 +88.1% 0.00% $57K 2025-02-04 $19.47
10 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About IFP Advisors, Inc and FUMB

These are the practical questions this page is built to answer before you even open the full history table.

How long has IFP Advisors, Inc reported owning FUMB?

IFP Advisors, Inc reported FUMB across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported FUMB position in IFP Advisors, Inc's portfolio?

The largest reported portfolio weight for FUMB was 0.00% in 2024 Q4.

What is the latest reported FUMB position on this page?

The most recent filing on this page is 2026 Q1, when IFP Advisors, Inc reported 2,821 shares, equal to 0.00% of portfolio, with an estimated market value of $57K.

What does the chart on this FUMB ownership page compare?

The chart compares IFP Advisors, Inc's quarterly FUMB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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