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Evolution Wealth Management’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Evolution Wealth Management’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 		$4.63K Hold
231
– – ﹤0.01% 643
2025
Q4 		$4.63K Hold
231
– – ﹤0.01% 555
2025
Q3 		$4.64K Hold
231
– – ﹤0.01% 458
2025
Q2 		$4.64K Buy
+231
New +$4.64K 0.01% 459

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

Evolution Wealth Management's FUMB Position: Q1 2026 in Review

Evolution Wealth Management held its First Trust Ultra Short Duration Municipal ETF (FUMB) position steady in Q1 2026 at 231 shares worth $4.63K. The position accounts for ﹤0.01% of the portfolio, ranked #643.

Evolution Wealth Management first reported a position in FUMB in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.64K in Q3 2025. 88 funds tracked by Wall St. Rank hold FUMB as of Q1 2026.

  • Evolution Wealth Management held 231 shares of First Trust Ultra Short Duration Municipal ETF worth $4.63K as of Q1 2026.
  • Evolution Wealth Management 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 Evolution Wealth Management's portfolio in Q1 2026, its #643 holding.
  • Evolution Wealth Management first reported a position in First Trust Ultra Short Duration Municipal ETF in Q2 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's First Trust Ultra Short Duration Municipal ETF position peaked at $4.64K in Q3 2025.
  • 88 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.