Fidelity Investments’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Fidelity Investments’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
2025 Q1	–	Sell	-1	Closed	-$20	–	5447
2024 Q4	$20	Buy	+1	New	+$20	﹤0.01%	5372
2023 Q3	–	Sell	-1	Closed	-$20	–	5376
2023 Q2	$20	Buy	+1	New	+$20	﹤0.01%	5175
2022 Q1	–	Sell	-1	Closed	–	–	5160
2021 Q4	$0	Buy	+1	New	+$20	﹤0.01%	4560
2021 Q3	–	Sell	-1	Closed	–	–	4594
2021 Q2	$0	Buy	+1	New	+$20	﹤0.01%	4473

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MFG

Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Fidelity Investments's FUMB Position: Q1 2025 in Review

Fidelity Investments sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q1 2025, closing a stake of 1 share — an estimated $20 sold.

Fidelity Investments first reported a position in FUMB in Q2 2021 and held it in 4 quarters. The position peaked at $20 in Q4 2024. 83 funds tracked by Wall St. Rank hold FUMB as of Q1 2025.

Fidelity Investments reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q1 2025 after selling out during the quarter.
Fidelity Investments sold 1 First Trust Ultra Short Duration Municipal ETF share in Q1 2025, an estimated $20.
Fidelity Investments first reported a position in First Trust Ultra Short Duration Municipal ETF in Q2 2021 and held it in 4 quarters.
Fidelity Investments's First Trust Ultra Short Duration Municipal ETF position peaked at $20 in Q4 2024.
83 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2025.

Based on Fidelity Investments's 13F filing for Q1 2025, filed 12 May 2025.