AE Wealth Management’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

AE Wealth 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 Q2	$398K	Buy	19,864 +4,170	+27%	+$83.7K	﹤0.01%	1340
2026 Q1	$315K	Buy	15,694 +5,607	+56%	+$113K	﹤0.01%	1351
2025 Q4	$202K	Buy	10,087 +4,984	+98%	+$100K	﹤0.01%	1521
2025 Q3	$103K	Buy	+5,103	New	+$103K	﹤0.01%	1566
2025 Q1	–	Sell	-455	Closed	-$9.14K	–	2202
2024 Q4	$9.14K	Buy	+455	New	+$9.15K	﹤0.01%	1855
2024 Q1	–	Sell	-17,496	Closed	-$351K	–	1458
2023 Q4	$351K	Buy	+17,496	New	+$350K	﹤0.01%	1629
2022 Q4	–	Sell	-11,483	Closed	-$228K	–	1844
2022 Q3	$228K	Buy	+11,483	New	+$229K	﹤0.01%	1570
2022 Q1	–	Sell	-12,440	Closed	-$251K	–	1724
2021 Q4	$251K	Buy	+12,440	New	+$251K	﹤0.01%	1518

Other funds holding FUMB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GSG Advisors Mount Laurel, New Jersey $454M AUM 28.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

VPW

Vaquero Private Wealth Dallas, Texas $486M AUM

AE Wealth Management's FUMB Position: Q2 2026 in Review

AE Wealth Management increased its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 27% in Q2 2026, buying an estimated $83.7K and bringing the position to 19,864 shares worth $398K. The position accounts for ﹤0.01% of the portfolio, ranked #1340.

AE Wealth Management first reported a position in FUMB in Q4 2021 and has held it in 8 quarters since. 85 funds tracked by Wall St. Rank hold FUMB as of Q2 2026.

AE Wealth Management held 19,864 shares of First Trust Ultra Short Duration Municipal ETF worth $398K as of Q2 2026.
AE Wealth Management bought 4,170 First Trust Ultra Short Duration Municipal ETF shares in Q2 2026, an estimated $83.7K.
First Trust Ultra Short Duration Municipal ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1340 holding.
AE Wealth Management first reported a position in First Trust Ultra Short Duration Municipal ETF in Q4 2021 and has held it in 8 quarters since.
85 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.