Carson Wealth (CWM LLC)
FUMB icon

Carson Wealth (CWM LLC)’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Carson Wealth (CWM LLC)’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 		$6.68K Buy
+333
New +$6.7K ﹤0.01% 4936
2023
Q4 		– Sell
-1,035
Closed -$21K – 4269
2023
Q3 		$21K Buy
1,035
+6
+0.6% +$120 ﹤0.01% 2652
2023
Q2 		$21K Buy
1,029
+5
+0.5% +$100 ﹤0.01% 2600
2023
Q1 		$20K Buy
+1,024
New +$20.4K ﹤0.01% 2505

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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

Carson Wealth (CWM LLC)'s FUMB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in First Trust Ultra Short Duration Municipal ETF (FUMB) in Q1 2026: 333 shares worth $6.68K. The stake represents ﹤0.01% of the portfolio and ranks #4936 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in FUMB as recently as Q3 2023.

Carson Wealth (CWM LLC) first reported a position in FUMB in Q1 2023 and has held it in 4 quarters since. The position peaked at $21K in Q3 2023. 88 funds tracked by Wall St. Rank hold FUMB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 333 shares of First Trust Ultra Short Duration Municipal ETF worth $6.68K as of Q1 2026.
  • First Trust Ultra Short Duration Municipal ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • First Trust Ultra Short Duration Municipal ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4936 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Trust Ultra Short Duration Municipal ETF in Q1 2023 and has held it in 4 quarters since.
  • Carson Wealth (CWM LLC)'s First Trust Ultra Short Duration Municipal ETF position peaked at $21K in Q3 2023.
  • 88 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.