Advisory Services Network’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Advisory Services Network’s Portfolio FUMB Stock Details FUMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$340K	Buy	16,972 +2,796	+20%	+$56.2K	﹤0.01%	1504
2025 Q4	$284K	Buy	14,176 +10,340	+270%	+$208K	﹤0.01%	1514
2025 Q3	$77.1K	Buy	+3,836	New	+$77.2K	﹤0.01%	2208
2024 Q1	–	Sell	-7,188	Closed	-$144K	–	2275
2023 Q4	$144K	Buy	+7,188	New	+$144K	﹤0.01%	1440
2023 Q2	–	Sell	-5,916	Closed	-$118K	–	2256
2023 Q1	$118K	Sell	5,916 -50	-0.8%	-$998	﹤0.01%	1563
2022 Q4	$119K	Buy	+5,966	New	+$119K	﹤0.01%	1521
2019 Q4	–	Sell	-5,000	Closed	-$100K	–	3141
2019 Q3	$100K	Hold	5,000	–	–	0.01%	1070
2019 Q2	$100K	Hold	5,000	–	–	0.01%	1068
2019 Q1	$100K	Hold	5,000	–	–	0.01%	989
2018 Q4	$101K	Buy	+5,000	New	+$100K	0.01%	893

Other funds holding FUMB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

GWP

Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return

Advisory Services Network's FUMB Position: Q1 2026 in Review

Advisory Services Network increased its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 20% in Q1 2026, buying an estimated $56.2K and bringing the position to 16,972 shares worth $340K. The position accounts for ﹤0.01% of the portfolio, ranked #1504.

Advisory Services Network first reported a position in FUMB in Q4 2018 and has held it in 10 quarters since. 88 funds tracked by Wall St. Rank hold FUMB as of Q1 2026.

Advisory Services Network held 16,972 shares of First Trust Ultra Short Duration Municipal ETF worth $340K as of Q1 2026.
Advisory Services Network bought 2,796 First Trust Ultra Short Duration Municipal ETF shares in Q1 2026, an estimated $56.2K.
First Trust Ultra Short Duration Municipal ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #1504 holding.
Advisory Services Network first reported a position in First Trust Ultra Short Duration Municipal ETF in Q4 2018 and has held it in 10 quarters since.
88 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.