Benjamin Edwards Inc’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Benjamin Edwards Inc’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	$432K	Buy	21,535 +6,593	+44%	+$133K	﹤0.01%	1050
2025 Q4	$300K	Buy	14,942 +2,270	+18%	+$45.6K	﹤0.01%	1116
2025 Q3	$255K	Buy	12,672 +271	+2%	+$5.46K	﹤0.01%	1166
2025 Q2	$249K	Buy	+12,401	New	+$249K	﹤0.01%	1052
2025 Q1	–	Sell	-13,958	Closed	-$280K	–	1115
2024 Q4	$280K	Buy	13,958 +230	+2%	+$4.62K	﹤0.01%	986
2024 Q3	$276K	Buy	+13,728	New	+$276K	﹤0.01%	975

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

Benjamin Edwards Inc's FUMB Position: Q1 2026 in Review

Benjamin Edwards Inc increased its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 44% in Q1 2026, buying an estimated $133K and bringing the position to 21,535 shares worth $432K. The position accounts for ﹤0.01% of the portfolio, ranked #1050.

Benjamin Edwards Inc first reported a position in FUMB in Q3 2024 and has held it in 6 quarters since. 88 funds tracked by Wall St. Rank hold FUMB as of Q1 2026.

Benjamin Edwards Inc held 21,535 shares of First Trust Ultra Short Duration Municipal ETF worth $432K as of Q1 2026.
Benjamin Edwards Inc bought 6,593 First Trust Ultra Short Duration Municipal ETF shares in Q1 2026, an estimated $133K.
First Trust Ultra Short Duration Municipal ETF made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q1 2026, its #1050 holding.
Benjamin Edwards Inc first reported a position in First Trust Ultra Short Duration Municipal ETF in Q3 2024 and has held it in 6 quarters since.
88 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.