EH
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Equitable Holdings’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Equitable Holdings’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 		$282K Sell
14,079
-50
-0.4% -$1K ﹤0.01% 1486
2025
Q4 		$283K Sell
14,129
-275
-2% -$5.52K ﹤0.01% 1356
2025
Q3 		$290K Sell
14,404
-1,547
-10% -$31.1K ﹤0.01% 1279
2025
Q2 		$321K Sell
15,951
-399
-2% -$8.01K ﹤0.01% 1172
2025
Q1 		$329K Sell
16,350
-8,000
-33% -$161K ﹤0.01% 1060
2024
Q4 		$489K Sell
24,350
-7,100
-23% -$143K ﹤0.01% 874
2024
Q3 		$633K Sell
31,450
-175
-0.6% -$3.52K 0.01% 807
2024
Q2 		$634K Sell
31,625
-450
-1% -$9.03K 0.01% 772
2024
Q1 		$643K Sell
32,075
-5,600
-15% -$112K 0.01% 728
2023
Q4 		$756K Buy
37,675
+150
+0.4% +$3K 0.01% 646
2023
Q3 		$747K Sell
37,525
-175
-0.5% -$3.49K 0.01% 619
2023
Q2 		$753K Buy
37,700
+475
+1% +$9.48K 0.01% 592
2023
Q1 		$743K Buy
37,225
+175
+0.5% +$3.49K 0.01% 547
2022
Q4 		$739K Sell
37,050
-2,280
-6% -$45.4K 0.01% 514
2022
Q3 		$780K Hold
39,330
– – 0.02% 450
2022
Q2 		$785K Hold
39,330
– – 0.02% 457
2022
Q1 		$785K Buy
+39,330
New +$789K 0.01% 466

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

Equitable Holdings's FUMB Position: Q1 2026 in Review

Equitable Holdings reduced its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 0.35% in Q1 2026, selling an estimated $1K and leaving 14,079 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #1486.

Equitable Holdings first reported a position in FUMB in Q1 2022 and has held it in 17 quarters since. The position peaked at $785K in Q2 2022. 88 funds tracked by Wall St. Rank hold FUMB as of Q1 2026.

  • Equitable Holdings held 14,079 shares of First Trust Ultra Short Duration Municipal ETF worth $282K as of Q1 2026.
  • Equitable Holdings sold 50 First Trust Ultra Short Duration Municipal ETF shares in Q1 2026, an estimated $1K.
  • First Trust Ultra Short Duration Municipal ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1486 holding.
  • Equitable Holdings first reported a position in First Trust Ultra Short Duration Municipal ETF in Q1 2022 and has held it in 17 quarters since.
  • Equitable Holdings's First Trust Ultra Short Duration Municipal ETF position peaked at $785K in Q2 2022.
  • 88 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.