| 8/1/2025 | James Investment Research Inc. | 138,262 | $2.78M | 0.3% | -0.4% | 1.329% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 56,807 | $1.13M | 0.0% | +11.5% | 0.546% | |
| 7/29/2025 | International Assets Investment Management LLC | 22,500 | $452K | 0.0% | N/A | 0.216% | |
| 7/28/2025 | Harbour Investments Inc. | 46,097 | $927K | 0.0% | +439.1% | 0.443% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 39,703 | $798K | 0.0% | +62.6% | 0.382% | |
| 7/25/2025 | Total Clarity Wealth Management Inc. | 10,139 | $204K | 0.1% | -35.5% | 0.097% | |
| 7/24/2025 | Insight Inv LLC | 129,995 | $2.61M | 1.8% | +15.6% | 1.262% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 4,143 | $83K | 0.0% | N/A | 0.040% | |
| 7/18/2025 | Truist Financial Corp | 119,557 | $2.40M | 0.0% | +636.1% | 1.161% | |
| 7/17/2025 | Mainsail Financial Group LLC | 284,590 | $5.73M | 2.7% | +1.1% | 2.763% | |
Get the Latest News and Ratings for FUMB and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for First Trust Ultra Short Duration Municipal ETF and its competitors with MarketBeat's FREE daily newsletter. |
| 7/17/2025 | Mattern Wealth Management LLC | 9,952 | $200K | 0.0% | N/A | 0.097% | |
| 7/17/2025 | XML Financial LLC | 481,549 | $9.68M | 0.8% | N/A | 4.675% | |
| 7/16/2025 | One Plus One Wealth Management LLC | 30,011 | $603K | 0.3% | +92.5% | 0.291% | |
| 7/14/2025 | Occidental Asset Management LLC | 20,700 | $416K | 0.1% | +10.7% | 0.201% | |
| 7/14/2025 | Opal Wealth Advisors LLC | 2,894 | $58K | 0.0% | -31.2% | 0.028% | |
| 7/14/2025 | Golden State Equity Partners | 10,913 | $219K | 0.0% | +5.6% | 0.106% | |
| 7/11/2025 | Farther Finance Advisors LLC | 18,460 | $371K | 0.0% | N/A | 0.179% | |
| 7/9/2025 | GSG Advisors LLC | 16,145 | $325K | 0.1% | -69.0% | 0.157% | |
| 7/9/2025 | Inspirion Wealth Advisors LLC | 74,361 | $1.50M | 0.2% | -14.8% | 0.722% | |
| 6/2/2025 | Modern Wealth Management LLC | 38,400 | $772K | 0.0% | -15.4% | 0.388% | |
| 5/19/2025 | Jane Street Group LLC | 16,636 | $334K | 0.0% | -84.7% | 0.177% | |
| 5/15/2025 | Royal Bank of Canada | 331,310 | $6.66M | 0.0% | +49.1% | 3.525% | |
| 5/15/2025 | Baird Financial Group Inc. | 12,500 | $251K | 0.0% | +25.0% | 0.133% | |
| 5/15/2025 | TD Capital Management LLC | 16,107 | $324K | 0.0% | +15,095.3% | 0.171% | |
| 5/14/2025 | Comerica Bank | 9,456 | $190K | 0.0% | -57.6% | 0.101% | |
| 5/14/2025 | Kestra Advisory Services LLC | 146,581 | $2.95M | 0.0% | -56.0% | 1.559% | |
| 5/14/2025 | Capital Analysts LLC | 3,575 | $72K | 0.0% | N/A | 0.038% | |
| 5/13/2025 | Raymond James Financial Inc. | 244,591 | $4.92M | 0.0% | -3.1% | 2.602% | |
| 5/13/2025 | Core Wealth Partners LLC | 13,700 | $275K | 0.2% | -45.7% | 0.146% | |
| 5/8/2025 | Harbour Investments Inc. | 8,550 | $172K | 0.0% | +215.7% | 0.091% | |
| 5/7/2025 | LPL Financial LLC | 752,563 | $15.12M | 0.0% | -14.8% | 8.006% | |
| 5/6/2025 | Cetera Investment Advisers | 63,791 | $1.28M | 0.0% | +28.1% | 0.679% | |
| 5/6/2025 | VCI Wealth Management LLC | 13,649 | $274K | 0.1% | -8.7% | 0.145% | |
| 5/5/2025 | J.W. Cole Advisors Inc. | 142,902 | $2.87M | 0.1% | +12.6% | 1.520% | |
| 5/5/2025 | Kestra Private Wealth Services LLC | 18,685 | $375K | 0.0% | +38.8% | 0.199% | |
| 5/5/2025 | Private Advisor Group LLC | 57,029 | $1.15M | 0.0% | +3.3% | 0.607% | |
| 5/2/2025 | James Investment Research Inc. | 138,811 | $2.79M | 0.4% | +7.2% | 1.477% | |
| 5/2/2025 | Sigma Planning Corp | 71,540 | $1.44M | 0.0% | -8.5% | 0.761% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 50,964 | $1.02M | 0.0% | -33.2% | 0.542% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 27,312 | $549K | 0.0% | +1.9% | 0.291% | |
He Called Nvidia at $1.10. Now, He Says THIS Stock Will… (Ad) The original Magnificent Seven returned 16,894%—turning $7K into $1.18 million.
Now, the man who called Nvidia at $1.10 reveals AI’s Next Magnificent Seven… including one stock he says could become America’s next trillion-dollar giant. See his full breakdown of the seven stocks to own now |
| 4/25/2025 | Insight Inv LLC | 112,445 | $2.26M | 0.9% | +297.7% | 1.203% | |
| 4/25/2025 | Naviter Wealth LLC | 33,784 | $680K | 0.1% | -16.3% | 0.361% | |
| 4/25/2025 | WealthBridge Capital Management LLC | 38,925 | $782K | 0.2% | +25.9% | 0.416% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 13,450 | $270K | 0.0% | +3,636.1% | 0.144% | |
| 4/23/2025 | Golden State Equity Partners | 10,333 | $208K | 0.0% | N/A | 0.111% | |
| 4/23/2025 | IMG Wealth Management Inc. | 1,381 | $28K | 0.0% | N/A | 0.015% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 32,898 | $661K | 0.0% | -2.3% | 0.352% | |
| 4/21/2025 | Siligmueller & Norvid Wealth Advisors LLC | 76,376 | $1.54M | 0.6% | -5.9% | 0.817% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 24,418 | $491K | 0.0% | +8.5% | 0.261% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 20,453 | $411K | 0.0% | +34.3% | 0.219% | |
| 4/16/2025 | Opal Wealth Advisors LLC | 4,204 | $84K | 0.0% | -65.6% | 0.045% | |
| 4/15/2025 | Mainsail Financial Group LLC | 281,510 | $5.66M | 3.2% | +4.9% | 3.011% | |
| 4/15/2025 | CX Institutional | 2,294 | $46K | 0.0% | N/A | 0.025% | |
| 4/14/2025 | One Plus One Wealth Management LLC | 15,588 | $313K | 0.2% | N/A | 0.167% | |
| 4/9/2025 | RFG Advisory LLC | 10,414 | $209K | 0.0% | -23.5% | 0.111% | |
| 4/9/2025 | Inspirion Wealth Advisors LLC | 87,261 | $1.75M | 0.2% | -10.0% | 0.933% | |
| 2/17/2025 | Visionary Wealth Advisors | 29,232 | $587K | 0.0% | +5.8% | 0.285% | |
| 2/17/2025 | Cetera Investment Advisers | 49,802 | $1.00M | 0.0% | -13.5% | 0.486% | |
| 2/17/2025 | Baird Financial Group Inc. | 10,000 | $201K | 0.0% | N/A | 0.098% | |
| 2/14/2025 | Jane Street Group LLC | 108,745 | $2.19M | 0.0% | +185.8% | 1.061% | |
| 2/14/2025 | Comerica Bank | 22,292 | $448K | 0.0% | -12.7% | 0.217% | |
| 2/14/2025 | Coppell Advisory Solutions LLC | 2,942 | $59K | 0.0% | +253.2% | 0.029% | |
| 2/14/2025 | Stifel Financial Corp | 107,946 | $2.17M | 0.0% | +23.8% | 1.053% | |
| 2/14/2025 | Concourse Financial Group Securities Inc. | 1,907 | $38K | 0.0% | -68.1% | 0.019% | |
| 2/13/2025 | NewEdge Advisors LLC | 672,846 | $13.52M | 0.1% | +10.1% | 6.564% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 537,423 | $10.80M | 0.0% | +4.2% | 5.243% | |
| 2/13/2025 | Raymond James Financial Inc. | 252,346 | $5.07M | 0.0% | N/A | 2.462% | |
| 2/13/2025 | Titleist Asset Management LLC | 17,124 | $344K | 0.0% | -4.5% | 0.167% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 76,244 | $1.53M | 0.0% | +14.0% | 0.744% | |
| 2/13/2025 | Wells Fargo & Company MN | 164,501 | $3.31M | 0.0% | +36.0% | 1.605% | |
| 2/12/2025 | World Investment Advisors | 14,014 | $282K | 0.0% | N/A | 0.137% | |
| 2/12/2025 | JPMorgan Chase & Co. | 214,845 | $4.32M | 0.0% | -2.1% | 2.096% | |
| 2/12/2025 | Core Wealth Partners LLC | 25,231 | $507K | 0.3% | +5.0% | 0.246% | |
| 2/11/2025 | Modern Wealth Management LLC | 40,549 | $815K | 0.0% | -43.5% | 0.396% | |
| 2/11/2025 | LPL Financial LLC | 883,554 | $17.75M | 0.0% | -8.6% | 8.620% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 30,245 | $608K | 0.0% | +22.4% | 0.295% | |
| 2/10/2025 | Harbour Investments Inc. | 2,708 | $54K | 0.0% | -67.0% | 0.026% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 22,503 | $452K | 0.0% | -24.1% | 0.220% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 222,274 | $4.47M | 0.0% | +2.5% | 2.169% | |
| 2/7/2025 | Independent Advisor Alliance | 195,163 | $3.92M | 0.1% | N/A | 1.904% | |
| 2/7/2025 | Naviter Wealth LLC | 40,375 | $811K | 0.1% | +12.2% | 0.394% | |
| 2/6/2025 | Raymond James Financial Inc. | 252,346 | $5.07M | 0.0% | N/A | 2.462% | |
| 2/5/2025 | Siligmueller & Norvid Wealth Advisors LLC | 81,186 | $1.63M | 0.7% | N/A | 0.792% | |
| 2/3/2025 | Sigma Planning Corp | 78,211 | $1.57M | 0.0% | +31.8% | 0.763% | |
| 2/3/2025 | Advyzon Investment Management LLC | 15,231 | $306K | 0.1% | N/A | 0.149% | |
| 2/3/2025 | WealthBridge Capital Management LLC | 30,925 | $621K | 0.2% | +22.2% | 0.302% | |
| 2/3/2025 | Private Advisor Group LLC | 55,223 | $1.11M | 0.0% | -16.5% | 0.539% | |
| 1/31/2025 | Sanctuary Advisors LLC | 63,215 | $1.27M | 0.0% | -6.5% | 0.617% | |
| 1/31/2025 | J.W. Cole Advisors Inc. | 126,858 | $2.55M | 0.1% | -8.6% | 1.238% | |
| 1/30/2025 | Csenge Advisory Group | 29,000 | $583K | 0.0% | +3.6% | 0.283% | |
Leaked Gov’t Memo Reveals $100 Trillion Deadline (Ad) Only Days Left to Claim Your Share of Trump's $100T Play
Trump's economic blueprint is about to go live, and the deadline is fast-approaching. A new federal plan could legally unlock $100 trillion in U.S. resources... and one $10 stock could lead the charge. Former hedge fund manager Whitney Tilson explains how to act now, before this hits the headlines. Click here now to discover the full story and how to stake your claim before this land rush goes ful |
| 1/30/2025 | James Investment Research Inc. | 129,437 | $2.60M | 0.3% | +13.5% | 1.263% | |
| 1/29/2025 | Opal Wealth Advisors LLC | 12,220 | $246K | 0.1% | N/A | 0.119% | |
| 1/28/2025 | Mainsail Financial Group LLC | 268,366 | $5.39M | 3.1% | -1.8% | 2.618% | |
| 1/23/2025 | Capital Investment Advisory Services LLC | 26,802 | $538K | 0.1% | +5.8% | 0.261% | |
| 1/22/2025 | VCI Wealth Management LLC | 14,946 | $300K | 0.1% | -5.7% | 0.146% | |
| 1/22/2025 | Mattern Wealth Management LLC | 45,971 | $924K | 0.2% | -2.8% | 0.448% | |
| 1/22/2025 | Nilsine Partners LLC | 234,950 | $4.72M | 0.5% | +6.8% | 2.292% | |
| 1/22/2025 | Kingswood Wealth Advisors LLC | 12,163 | $244K | 0.0% | N/A | 0.119% | |
| 1/21/2025 | Insight Inv LLC | 28,275 | $568K | 0.4% | +50.4% | 0.276% | |
| 1/21/2025 | Dynamic Advisor Solutions LLC | 15,233 | $306K | 0.0% | -45.7% | 0.149% | |
