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GSG Advisors’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

GSG Advisors’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 		$331K Buy
16,485
+112
+0.7% +$2.25K 0.09% 94
2025
Q4 		$328K Buy
16,373
+112
+0.7% +$2.25K 0.08% 92
2025
Q3 		$327K Buy
16,261
+116
+0.7% +$2.33K 0.09% 92
2025
Q2 		$325K Sell
16,145
-35,874
-69% -$721K 0.09% 90
2025
Q1 		$1.04M Buy
52,019
+386
+0.7% +$7.76K 0.34% 39
2024
Q4 		$1.04M Sell
51,633
-8,366
-14% -$168K 0.33% 37
2024
Q3 		$1.21M Buy
59,999
+387
+0.6% +$7.79K 0.4% 32
2024
Q2 		$1.2M Buy
59,612
+354
+0.6% +$7.1K 0.42% 32
2024
Q1 		$1.19M Sell
59,258
-3,580
-6% -$71.9K 0.44% 32
2023
Q4 		$1.26M Buy
62,838
+10,748
+21% +$215K 0.47% 33
2023
Q3 		$1.04M Buy
+52,090
New +$1.04M 0.51% 30

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

GSG Advisors's FUMB Position: Q1 2026 in Review

GSG Advisors increased its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 0.68% in Q1 2026, buying an estimated $2.25K and bringing the position to 16,485 shares worth $331K. The position accounts for 0.09% of the portfolio, ranked #94.

GSG Advisors first reported a position in FUMB in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.26M in Q4 2023. 88 funds tracked by Wall St. Rank hold FUMB as of Q1 2026.

  • GSG Advisors held 16,485 shares of First Trust Ultra Short Duration Municipal ETF worth $331K as of Q1 2026.
  • GSG Advisors bought 112 First Trust Ultra Short Duration Municipal ETF shares in Q1 2026, an estimated $2.25K.
  • First Trust Ultra Short Duration Municipal ETF made up 0.09% of GSG Advisors's portfolio in Q1 2026, its #94 holding.
  • GSG Advisors first reported a position in First Trust Ultra Short Duration Municipal ETF in Q3 2023 and has held it in 11 quarters since.
  • GSG Advisors's First Trust Ultra Short Duration Municipal ETF position peaked at $1.26M in Q4 2023.
  • 88 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2026.

Based on GSG Advisors's 13F filing for Q1 2026, filed 13 May 2026.