FUMB

First Trust Ultra Short Duration Municipal ETFFirst Trust
$20.12+0.00 (+0.00%)Close
AUM$234.3M
Expense Ratio0.29%
NAV$20.11
Holdings182
InceptionNov 1, 2018

Price Chart

Key Statistics

Previous Close

$20.12

Day Range

$20.10$20.14

52-Week Range

$20.00$20.17

Avg Volume

85.9K

Dividend Yield

2.85%

Expense Ratio

0.29%

AUM

$234.3M

Shares Outstanding

12.1M

Sector Breakdown

SectorWeight %
Cash & Others100.00%

Country Allocation

CountryWeight %
Other100.00%

Fund Information

Subcategory
Municipal Bond
Inception Date
Nov 1, 2018
Exchange
NYSE_ARCA
Description
First Trust Ultra Short Duration Municipal ETF seeks to provide federally tax-exempt income consistent with capital preservation. Under normal market conditions, the Fund seeks to achieve its investment objective by investing at least 80% of its net assets (including investment borrowings) in municipal debt securities that pay interest that is exempt from regular federal income taxes.

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AGGiShares Core U.S. Aggregate Bond ETF$139.38B0.03%13,204
SGOViShares 0-3 Month Treasury Bond ETF$77.64B0.09%24
BSVVanguard Short-Term Bond ETF$69.20B0.03%30

The First Trust Ultra Short Duration Municipal ETF (FUMB) is an exchange-traded fund issued by First Trust that launched on Nov 1, 2018. It currently manages $234.3M in assets under management. The fund charges an expense ratio of 0.29%. The fund holds 182 securities in its portfolio. It falls under the Cash & Others category.

Top 10 holdings represent 9.7% of the fund

RankSymbolNameWeight %SharesMarket Value
1NATIONAL FIN AUTH NH SOL WST DISP REV Variable rate, due 07/01/20331.50%0$3.5M
2MIAMI-DADE CNTY FL SCH BRD CTFS PARTN N/C, 5%, due 05/01/20261.16%0$2.7M
3DALLAS-FORT WORTH TX INTL ARPT REV N/C, 5%, due 11/01/20270.89%0$2.1M
4MASSACHUSETTS ST PORT AUTH N/C, 5%, due 07/01/20270.89%0$2.1M
5N TX TOLLWAY AUTH REVENUE N/C, 5%, due 01/01/20270.88%0$2.0M
6MIAMI-DADE CNTY FL WTR & SWR REV N/C, 5%, due 10/01/20260.87%0$2.0M
7NEW JERSEY ST ECON DEV AUTH REV 5.25%, due 09/01/20260.87%0$2.0M
8OHIO ST AIR QUALITY DEV AUTH Variable rate, due 11/01/20390.87%0$2.0M
9SALT LAKE CITY UT ARPT REVENUE N/C, 5%, due 07/01/20260.87%0$2.0M
10MISSION TX ECON DEV CORP SOL WST DISP Variable rate, due 07/01/20400.86%0$2.0M
11TENDER OPTION BOND TRUST RECPTS Variable rate, due 10/01/20260.86%0$2.0M
12MOBILE AL INDL DEV BRD POLL CONTROL Variable rate, due 07/15/20340.86%0$2.0M
13LOS ANGELES CA DEPT OF ARPTS N/C, 5%, due 05/15/20270.79%0$1.8M
14MARYLAND ST HLTH & HGR EDUCTNL FACS AUTH N/C, 5%, due 07/01/20270.79%0$1.8M
15GREENVILLE CNTY SC SCH DIST N/C, 5%, due 06/29/20260.79%0$1.8M
Page 1 of 4

Detailed Returns

PeriodReturnETFCat. Avgvs Avg
1D
+0.00%
1W
+0.12%
1M
+0.00%
3M
+0.35%
6M
-0.20%
YTD
+0.15%
1Y
+0.00%
3Y
+0.70%
5Y
-0.20%

Moving Averages

20-Day MA

$20.11

Above 20-Day MA
50-Day MA

$20.11

Above 50-Day MA
200-Day MA

$20.11

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$20.17

Current Price

$20.12

52-Week Low

$20.00

$20.00$20.17

Current Yield

2.85%

Annual Dividend

$0.1840

Frequency

12x/year

Last Ex-Date

Feb 20, 2026

Dividend History

Ex-DateAmountPay Date
Feb 20, 2026$0.0460Feb 27, 2026
Jan 21, 2026$0.0460Jan 30, 2026
Dec 12, 2025$0.0460Dec 31, 2025
Nov 21, 2025$0.0460Nov 28, 2025
Oct 21, 2025$0.0460Oct 31, 2025
Sep 25, 2025$0.0470Sep 30, 2025
Aug 21, 2025$0.0480Aug 29, 2025
Jul 22, 2025$0.0490Jul 31, 2025
Jun 26, 2025$0.0500Jun 30, 2025
May 21, 2025$0.0500May 30, 2025
Apr 22, 2025$0.0500Apr 30, 2025
Mar 27, 2025$0.0500Mar 31, 2025
Feb 21, 2025$0.0500Feb 28, 2025
Jan 22, 2025$0.0500Jan 31, 2025
Dec 13, 2024$0.0500Dec 31, 2024
Nov 21, 2024$0.0520Nov 29, 2024
Oct 22, 2024$0.0520Oct 31, 2024
Sep 26, 2024$0.0520Sep 30, 2024
Aug 21, 2024$0.0510Aug 30, 2024
Jul 23, 2024$0.0500Jul 31, 2024

Dividend Payments Over Time

Category Comparison

MetricFUMBCash & Others(1031 ETFs)Municipal Bond(111 ETFs)
Fund Info
Expense Ratio0.29%0.61%0.31%
AUM$234.3M$2.64B$1.09B
Dividend Yield2.85%9.23%2.85%
Avg Volume85.9K1.9M143.5K
Holdings182386692
Performance
1-Month Return-0.30%-0.49%
6-Month Return-1.06%+1.18%
YTD Return+0.13%+0.34%
1-Year Return+2.38%+0.54%

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