Envestnet Portfolio Solutions
FUMB icon

Envestnet Portfolio Solutions’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Envestnet Portfolio Solutions’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 		$456K Sell
22,755
-13,575
-37% -$273K ﹤0.01% 944
2025
Q4 		$729K Sell
36,330
-12,383
-25% -$249K ﹤0.01% 894
2025
Q3 		$979K Buy
48,713
+9,010
+23% +$181K ﹤0.01% 748
2025
Q2 		$798K Buy
39,703
+15,285
+63% +$307K ﹤0.01% 887
2025
Q1 		$491K Buy
24,418
+1,915
+9% +$38.5K ﹤0.01% 1059
2024
Q4 		$452K Sell
22,503
-7,141
-24% -$144K ﹤0.01% 1291
2024
Q3 		$596K Buy
29,644
+588
+2% +$11.8K ﹤0.01% 1106
2024
Q2 		$583K Buy
29,056
+265
+0.9% +$5.32K ﹤0.01% 1068
2024
Q1 		$577K Sell
28,791
-422
-1% -$8.47K ﹤0.01% 1058
2023
Q4 		$586K Sell
29,213
-8,752
-23% -$175K ﹤0.01% 984
2023
Q3 		$756K Buy
+37,965
New +$758K ﹤0.01% 822

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

Envestnet Portfolio Solutions's FUMB Position: Q1 2026 in Review

Envestnet Portfolio Solutions reduced its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 37% in Q1 2026, selling an estimated $273K and leaving 22,755 shares worth $456K. The position accounts for ﹤0.01% of the portfolio, ranked #944.

Envestnet Portfolio Solutions first reported a position in FUMB in Q3 2023 and has held it in 11 quarters since. The position peaked at $979K in Q3 2025. 88 funds tracked by Wall St. Rank hold FUMB as of Q1 2026.

  • Envestnet Portfolio Solutions held 22,755 shares of First Trust Ultra Short Duration Municipal ETF worth $456K as of Q1 2026.
  • Envestnet Portfolio Solutions sold 13,575 First Trust Ultra Short Duration Municipal ETF shares in Q1 2026, an estimated $273K.
  • First Trust Ultra Short Duration Municipal ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q1 2026, its #944 holding.
  • Envestnet Portfolio Solutions first reported a position in First Trust Ultra Short Duration Municipal ETF in Q3 2023 and has held it in 11 quarters since.
  • Envestnet Portfolio Solutions's First Trust Ultra Short Duration Municipal ETF position peaked at $979K in Q3 2025.
  • 88 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.