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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
Q2 		$2.19M Sell
109,033
-151,033
-58% -$3.03M 0.13% 187
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GA
GSG Advisors Mount Laurel, New Jersey $454M AUM 28.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
VPW
Vaquero Private Wealth Dallas, Texas $486M AUM

Gateway Wealth Partners's FUMB Position: Q2 2026 in Review

Gateway Wealth Partners reduced its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 58% in Q2 2026, selling an estimated $3.03M and leaving 109,033 shares worth $2.19M. The position accounts for 0.13% of the portfolio, ranked #187.

Gateway Wealth Partners first reported a position in FUMB in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.21M in Q1 2026. 85 funds tracked by Wall St. Rank hold FUMB as of Q2 2026.

  • Gateway Wealth Partners held 109,033 shares of First Trust Ultra Short Duration Municipal ETF worth $2.19M as of Q2 2026.
  • Gateway Wealth Partners sold 151,033 First Trust Ultra Short Duration Municipal ETF shares in Q2 2026, an estimated $3.03M.
  • First Trust Ultra Short Duration Municipal ETF made up 0.13% of Gateway Wealth Partners's portfolio in Q2 2026, its #187 holding.
  • Gateway Wealth Partners first reported a position in First Trust Ultra Short Duration Municipal ETF in Q3 2025 and has held it in 4 quarters since.
  • Gateway Wealth Partners's First Trust Ultra Short Duration Municipal ETF position peaked at $5.21M in Q1 2026.
  • 85 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.