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AmeriFlex Group’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

AmeriFlex Group’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 		$7.72K Hold
385
– – ﹤0.01% 765
2025
Q4 		$7.72K Sell
385
-385
-50% -$7.73K ﹤0.01% 758
2025
Q3 		$15.5K Buy
+770
New +$15.5K 0.01% 686

Other funds holding FUMB

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

AmeriFlex Group's FUMB Position: Q1 2026 in Review

AmeriFlex Group held its First Trust Ultra Short Duration Municipal ETF (FUMB) position steady in Q1 2026 at 385 shares worth $7.72K. The position accounts for ﹤0.01% of the portfolio, ranked #765.

AmeriFlex Group first reported a position in FUMB in Q3 2025 and has held it in 3 quarters since. The position peaked at $15.5K in Q3 2025. 88 funds tracked by Wall St. Rank hold FUMB as of Q1 2026.

  • AmeriFlex Group held 385 shares of First Trust Ultra Short Duration Municipal ETF worth $7.72K as of Q1 2026.
  • AmeriFlex Group left its First Trust Ultra Short Duration Municipal ETF share count unchanged in Q1 2026.
  • First Trust Ultra Short Duration Municipal ETF made up ﹤0.01% of AmeriFlex Group's portfolio in Q1 2026, its #765 holding.
  • AmeriFlex Group first reported a position in First Trust Ultra Short Duration Municipal ETF in Q3 2025 and has held it in 3 quarters since.
  • AmeriFlex Group's First Trust Ultra Short Duration Municipal ETF position peaked at $15.5K in Q3 2025.
  • 88 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.