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Golden State Equity Partners’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Golden State Equity 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 		$204K Buy
+10,186
New +$205K 0.02% 633
2025
Q4 		– Sell
-10,677
Closed -$215K – 502
2025
Q3 		$215K Sell
10,677
-236
-2% -$4.75K 0.04% 416
2025
Q2 		$219K Buy
10,913
+580
+6% +$11.6K 0.04% 397
2025
Q1 		$208K Buy
+10,333
New +$208K 0.04% 404

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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

Golden State Equity Partners's FUMB Position: Q1 2026 in Review

Golden State Equity Partners opened a new position in First Trust Ultra Short Duration Municipal ETF (FUMB) in Q1 2026: 10,186 shares worth $204K. The stake represents 0.02% of the portfolio and ranks #633 among its holdings. This is a return to the name: Golden State Equity Partners previously reported a position in FUMB as recently as Q3 2025.

Golden State Equity Partners first reported a position in FUMB in Q1 2025 and has held it in 4 quarters since. The position peaked at $219K in Q2 2025. 88 funds tracked by Wall St. Rank hold FUMB as of Q1 2026.

  • Golden State Equity Partners held 10,186 shares of First Trust Ultra Short Duration Municipal ETF worth $204K as of Q1 2026.
  • First Trust Ultra Short Duration Municipal ETF was a new Golden State Equity Partners position in Q1 2026.
  • First Trust Ultra Short Duration Municipal ETF made up 0.02% of Golden State Equity Partners's portfolio in Q1 2026, its #633 holding.
  • Golden State Equity Partners first reported a position in First Trust Ultra Short Duration Municipal ETF in Q1 2025 and has held it in 4 quarters since.
  • Golden State Equity Partners's First Trust Ultra Short Duration Municipal ETF position peaked at $219K in Q2 2025.
  • 88 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.