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Gateway Wealth Partners’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Gateway Wealth Partners’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 		$5.21M Buy
260,066
+134,492
+107% +$2.7M 0.2% 127
2025
Q4 		$2.52M Buy
125,574
+2,994
+2% +$60.1K 0.28% 101
2025
Q3 		$2.46M Buy
+122,580
New +$2.47M 0.33% 79

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

Gateway Wealth Partners's FUMB Position: Q1 2026 in Review

Gateway Wealth Partners increased its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 107% in Q1 2026, buying an estimated $2.7M and bringing the position to 260,066 shares worth $5.21M. The position accounts for 0.2% of the portfolio, ranked #127.

Gateway Wealth Partners first reported a position in FUMB in Q3 2025 and has held it in 3 quarters since. 88 funds tracked by Wall St. Rank hold FUMB as of Q1 2026.

  • Gateway Wealth Partners held 260,066 shares of First Trust Ultra Short Duration Municipal ETF worth $5.21M as of Q1 2026.
  • Gateway Wealth Partners bought 134,492 First Trust Ultra Short Duration Municipal ETF shares in Q1 2026, an estimated $2.7M.
  • First Trust Ultra Short Duration Municipal ETF made up 0.2% of Gateway Wealth Partners's portfolio in Q1 2026, its #127 holding.
  • Gateway Wealth Partners first reported a position in First Trust Ultra Short Duration Municipal ETF in Q3 2025 and has held it in 3 quarters since.
  • 88 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.