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 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

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

AE Wealth Management's FUMB Position: Q1 2026 in Review

AE Wealth Management increased its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 56% in Q1 2026, buying an estimated $113K and bringing the position to 15,694 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #1351.

AE Wealth Management first reported a position in FUMB in Q4 2021 and has held it in 7 quarters since. The position peaked at $351K in Q4 2023. 88 funds tracked by Wall St. Rank hold FUMB as of Q1 2026.

AE Wealth Management held 15,694 shares of First Trust Ultra Short Duration Municipal ETF worth $315K as of Q1 2026.
AE Wealth Management bought 5,607 First Trust Ultra Short Duration Municipal ETF shares in Q1 2026, an estimated $113K.
First Trust Ultra Short Duration Municipal ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1351 holding.
AE Wealth Management first reported a position in First Trust Ultra Short Duration Municipal ETF in Q4 2021 and has held it in 7 quarters since.
AE Wealth Management's First Trust Ultra Short Duration Municipal ETF position peaked at $351K in Q4 2023.
88 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.