GSWM
FUMB icon

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

Golden State 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 		$32.8K Buy
1,635
+11
+0.7% +$221 ﹤0.01% 794
2025
Q4 		$32.6K Buy
1,624
+33
+2% +$663 ﹤0.01% 795
2025
Q3 		$32K Buy
1,591
+3
+0.2% +$60 ﹤0.01% 791
2025
Q2 		$31.9K Buy
1,588
+22
+1% +$442 ﹤0.01% 753
2025
Q1 		$31.5K Buy
1,566
+414
+36% +$8.33K ﹤0.01% 693
2024
Q4 		$23.1K Buy
+1,152
New +$23.2K ﹤0.01% 736

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

Golden State Wealth Management's FUMB Position: Q1 2026 in Review

Golden State Wealth Management increased its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 0.68% in Q1 2026, buying an estimated $221 and bringing the position to 1,635 shares worth $32.8K. The position accounts for ﹤0.01% of the portfolio, ranked #794.

Golden State Wealth Management first reported a position in FUMB in Q4 2024 and has held it in 6 quarters since. 88 funds tracked by Wall St. Rank hold FUMB as of Q1 2026.

  • Golden State Wealth Management held 1,635 shares of First Trust Ultra Short Duration Municipal ETF worth $32.8K as of Q1 2026.
  • Golden State Wealth Management bought 11 First Trust Ultra Short Duration Municipal ETF shares in Q1 2026, an estimated $221.
  • First Trust Ultra Short Duration Municipal ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #794 holding.
  • Golden State Wealth Management first reported a position in First Trust Ultra Short Duration Municipal ETF in Q4 2024 and has held it in 6 quarters since.
  • 88 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2026.

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