DHJJ Financial Advisors’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

DHJJ Financial Advisors’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	$10.1K	Hold	505	–	–	﹤0.01%	608
2025 Q4	$10.1K	Hold	505	–	–	﹤0.01%	573
2025 Q3	$10.1K	Hold	505	–	–	﹤0.01%	557
2025 Q2	$10.1K	Hold	505	–	–	﹤0.01%	546
2025 Q1	$10.1K	Hold	505	–	–	﹤0.01%	512
2024 Q4	$10.1K	Hold	505	–	–	﹤0.01%	500
2024 Q3	$10.2K	Sell	505 -50	-9%	-$1.01K	﹤0.01%	499
2024 Q2	$11.1K	Sell	555 -500	-47%	-$10K	﹤0.01%	447
2024 Q1	$21.1K	Hold	1,055	–	–	0.01%	361
2023 Q4	$21.2K	Sell	1,055 -100	-9%	-$2K	0.01%	358
2023 Q3	$23K	Buy	+1,155	New	+$23.1K	0.01%	338
2021 Q1	–	Sell	-9,950	Closed	-$201K	–	108
2020 Q4	$201K	Buy	+9,950	New	+$201K	0.13%	103

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

DHJJ Financial Advisors's FUMB Position: Q1 2026 in Review

DHJJ Financial Advisors held its First Trust Ultra Short Duration Municipal ETF (FUMB) position steady in Q1 2026 at 505 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #608.

DHJJ Financial Advisors first reported a position in FUMB in Q4 2020 and has held it in 12 quarters since. The position peaked at $201K in Q4 2020. 88 funds tracked by Wall St. Rank hold FUMB as of Q1 2026.

DHJJ Financial Advisors held 505 shares of First Trust Ultra Short Duration Municipal ETF worth $10.1K as of Q1 2026.
DHJJ Financial Advisors 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 DHJJ Financial Advisors's portfolio in Q1 2026, its #608 holding.
DHJJ Financial Advisors first reported a position in First Trust Ultra Short Duration Municipal ETF in Q4 2020 and has held it in 12 quarters since.
DHJJ Financial Advisors's First Trust Ultra Short Duration Municipal ETF position peaked at $201K in Q4 2020.
88 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.