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Keating Financial Advisory Services’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Keating Financial Advisory Services’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 		$343K Buy
17,129
+1,943
+13% +$39.1K 0.06% 234
2025
Q4 		$305K Buy
+15,186
New +$305K 0.04% 287

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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

Keating Financial Advisory Services's FUMB Position: Q1 2026 in Review

Keating Financial Advisory Services increased its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 13% in Q1 2026, buying an estimated $39.1K and bringing the position to 17,129 shares worth $343K. The position accounts for 0.06% of the portfolio, ranked #234.

Keating Financial Advisory Services first reported a position in FUMB in Q4 2025 and has held it in 2 quarters since. 88 funds tracked by Wall St. Rank hold FUMB as of Q1 2026.

  • Keating Financial Advisory Services held 17,129 shares of First Trust Ultra Short Duration Municipal ETF worth $343K as of Q1 2026.
  • Keating Financial Advisory Services bought 1,943 First Trust Ultra Short Duration Municipal ETF shares in Q1 2026, an estimated $39.1K.
  • First Trust Ultra Short Duration Municipal ETF made up 0.06% of Keating Financial Advisory Services's portfolio in Q1 2026, its #234 holding.
  • Keating Financial Advisory Services first reported a position in First Trust Ultra Short Duration Municipal ETF in Q4 2025 and has held it in 2 quarters since.
  • 88 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2026.

Based on Keating Financial Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.