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Ashton Thomas Private Wealth’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Ashton Thomas Private Wealth’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 		$1.1M Sell
55,032
-6,264
-10% -$126K 0.03% 510
2025
Q4 		$1.23M Hold
61,296
– – 0.03% 433
2025
Q3 		$1.23M Buy
61,296
+12,395
+25% +$250K 0.03% 422
2025
Q2 		$983K Hold
48,901
– – 0.03% 417
2025
Q1 		$983K Hold
48,901
– – 0.04% 380
2024
Q4 		$982K Sell
48,901
-249
-0.5% -$5K 0.04% 381
2024
Q3 		$989K Sell
49,150
-6,661
-12% -$134K 0.05% 317
2024
Q2 		$1.12M Sell
55,811
-6,006
-10% -$121K 0.06% 291
2024
Q1 		$1.24M Hold
61,817
– – 0.07% 273
2023
Q4 		$1.24M Sell
61,817
-11,196
-15% -$224K 0.08% 262
2023
Q3 		$1.45M Sell
73,013
-7,572
-9% -$151K 0.11% 215
2023
Q2 		$1.61M Sell
80,585
-22,477
-22% -$449K 0.12% 189
2023
Q1 		$2.06M Buy
103,062
+8
+0% +$160 0.18% 157
2022
Q4 		$2.06M Buy
103,054
+88,848
+625% +$1.77M 0.2% 143
2022
Q3 		$282K Buy
+14,206
New +$283K 0.03% 390

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

Ashton Thomas Private Wealth's FUMB Position: Q1 2026 in Review

Ashton Thomas Private Wealth reduced its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 10% in Q1 2026, selling an estimated $126K and leaving 55,032 shares worth $1.1M. The position accounts for 0.03% of the portfolio, ranked #510.

Ashton Thomas Private Wealth first reported a position in FUMB in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.06M in Q1 2023. 88 funds tracked by Wall St. Rank hold FUMB as of Q1 2026.

  • Ashton Thomas Private Wealth held 55,032 shares of First Trust Ultra Short Duration Municipal ETF worth $1.1M as of Q1 2026.
  • Ashton Thomas Private Wealth sold 6,264 First Trust Ultra Short Duration Municipal ETF shares in Q1 2026, an estimated $126K.
  • First Trust Ultra Short Duration Municipal ETF made up 0.03% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #510 holding.
  • Ashton Thomas Private Wealth first reported a position in First Trust Ultra Short Duration Municipal ETF in Q3 2022 and has held it in 15 quarters since.
  • Ashton Thomas Private Wealth's First Trust Ultra Short Duration Municipal ETF position peaked at $2.06M in Q1 2023.
  • 88 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.