Commonwealth Equity Services
FUMB icon

Commonwealth Equity Services’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Commonwealth Equity Services’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 		$5.84M Buy
291,453
+68,054
+30% +$1.37M 0.01% 1230
2025
Q4 		$4.48M Buy
223,399
+7,271
+3% +$146K 0.01% 1399
2025
Q3 		$4.34M Sell
216,128
-6,089
-3% -$123K 0.01% 1452
2025
Q2 		$4.47M Buy
222,217
+1,480
+0.7% +$29.7K 0.01% 1406
2025
Q1 		$4.44M Sell
220,737
-1,537
-0.7% -$30.9K 0.01% 1354
2024
Q4 		$4.46M Buy
222,274
+5,454
+3% +$110K 0.01% 1304
2024
Q3 		$4.36M Sell
216,820
-6,694
-3% -$135K 0.01% 1307
2024
Q2 		$4.48M Sell
223,514
-39,463
-15% -$792K 0.01% 1255
2024
Q1 		$5.27M Buy
262,977
+36,968
+16% +$742K 0.01% 1136
2023
Q4 		$4.53M Buy
226,009
+4,010
+2% +$80.2K 0.01% 1158
2023
Q3 		$4.42M Sell
221,999
-21,190
-9% -$423K 0.01% 1099
2023
Q2 		$4.86M Sell
243,189
-41,379
-15% -$826K 0.01% 1051
2023
Q1 		$5.68K Sell
284,568
-25,600
-8% -$511K 0.01% 950
2022
Q4 		$6.19M Buy
310,168
+146,332
+89% +$2.91M 0.01% 869
2022
Q3 		$3.25M Sell
163,836
-5,175
-3% -$103K 0.01% 1125
2022
Q2 		$3.37M Buy
169,011
+23,984
+17% +$478K 0.01% 1112
2022
Q1 		$2.89M Buy
145,027
+8,972
+7% +$180K 0.01% 1249
2021
Q4 		$2.74M Buy
136,055
+13,694
+11% +$276K 0.01% 1282
2021
Q3 		$2.47M Buy
122,361
+18,906
+18% +$382K 0.01% 1305
2021
Q2 		$2.09M Buy
103,455
+6,716
+7% +$136K 0.01% 1393
2021
Q1 		$1.95M Buy
96,739
+51,981
+116% +$1.05M 0.01% 1340
2020
Q4 		$902K Sell
44,758
-59,714
-57% -$1.2M ﹤0.01% 1713
2020
Q3 		$2.1M Buy
104,472
+4,801
+5% +$96.8K 0.01% 1068
2020
Q2 		$2M Buy
99,671
+24,059
+32% +$484K 0.01% 1032
2020
Q1 		$1.52M Buy
75,612
+51,065
+208% +$1.03M 0.01% 1035
2019
Q4 		$493K Buy
24,547
+3,112
+15% +$62.6K ﹤0.01% 1918
2019
Q3 		$430K Buy
21,435
+11,013
+106% +$221K ﹤0.01% 1945
2019
Q2 		$209K Buy
+10,422
New +$209K ﹤0.01% 2479

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services's FUMB Position: Q1 2026 in Review

Commonwealth Equity Services increased its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 30% in Q1 2026, buying an estimated $1.37M and bringing the position to 291,453 shares worth $5.84M. The position accounts for 0.01% of the portfolio, ranked #1230.

Commonwealth Equity Services first reported a position in FUMB in Q2 2019 and has held it in 28 quarters since. The position peaked at $6.19M in Q4 2022. 88 funds tracked by Wall St. Rank hold FUMB as of Q1 2026.

  • Commonwealth Equity Services held 291,453 shares of First Trust Ultra Short Duration Municipal ETF worth $5.84M as of Q1 2026.
  • Commonwealth Equity Services bought 68,054 First Trust Ultra Short Duration Municipal ETF shares in Q1 2026, an estimated $1.37M.
  • First Trust Ultra Short Duration Municipal ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #1230 holding.
  • Commonwealth Equity Services first reported a position in First Trust Ultra Short Duration Municipal ETF in Q2 2019 and has held it in 28 quarters since.
  • Commonwealth Equity Services's First Trust Ultra Short Duration Municipal ETF position peaked at $6.19M in Q4 2022.
  • 88 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.