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Advyzon Investment Management’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Advyzon Investment Management’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 		$295K Buy
14,722
+320
+2% +$6.43K 0.03% 538
2025
Q4 		$289K Buy
14,402
+850
+6% +$17.1K 0.03% 455
2025
Q3 		$272K Buy
13,552
+367
+3% +$7.39K 0.05% 348
2025
Q2 		$265K Sell
13,185
-1,973
-13% -$39.6K 0.06% 300
2025
Q1 		$305K Sell
15,158
-73
-0.5% -$1.47K 0.11% 179
2024
Q4 		$306K Buy
+15,231
New +$306K 0.12% 159

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NA
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

Advyzon Investment Management's FUMB Position: Q1 2026 in Review

Advyzon Investment Management increased its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 2.2% in Q1 2026, buying an estimated $6.43K and bringing the position to 14,722 shares worth $295K. The position accounts for 0.03% of the portfolio, ranked #538.

Advyzon Investment Management first reported a position in FUMB in Q4 2024 and has held it in 6 quarters since. The position peaked at $306K in Q4 2024. 88 funds tracked by Wall St. Rank hold FUMB as of Q1 2026.

  • Advyzon Investment Management held 14,722 shares of First Trust Ultra Short Duration Municipal ETF worth $295K as of Q1 2026.
  • Advyzon Investment Management bought 320 First Trust Ultra Short Duration Municipal ETF shares in Q1 2026, an estimated $6.43K.
  • First Trust Ultra Short Duration Municipal ETF made up 0.03% of Advyzon Investment Management's portfolio in Q1 2026, its #538 holding.
  • Advyzon Investment Management first reported a position in First Trust Ultra Short Duration Municipal ETF in Q4 2024 and has held it in 6 quarters since.
  • Advyzon Investment Management's First Trust Ultra Short Duration Municipal ETF position peaked at $306K in Q4 2024.
  • 88 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.