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Kestra Private Wealth Services’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Kestra Private Wealth 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 		$2.98M Buy
148,742
+11,342
+8% +$228K 0.04% 443
2025
Q4 		$2.76M Buy
137,400
+36,498
+36% +$733K 0.03% 446
2025
Q3 		$2.03M Buy
100,902
+32,390
+47% +$652K 0.03% 520
2025
Q2 		$1.38M Buy
68,512
+49,827
+267% +$1M 0.02% 612
2025
Q1 		$375K Buy
18,685
+5,221
+39% +$105K 0.01% 1093
2024
Q4 		$270K Buy
13,464
+1,023
+8% +$20.6K ﹤0.01% 1176
2024
Q3 		$250K Buy
+12,441
New +$251K ﹤0.01% 1161
2024
Q1 		– Sell
-22,193
Closed -$445K – 1330
2023
Q4 		$445K Sell
22,193
-2,227
-9% -$44.6K 0.01% 776
2023
Q3 		$486K Sell
24,420
-9,625
-28% -$192K 0.02% 673
2023
Q2 		$680K Sell
34,045
-49,597
-59% -$990K 0.02% 534
2023
Q1 		$1.67M Buy
83,642
+411
+0.5% +$8.2K 0.07% 302
2022
Q4 		$1.66M Buy
83,231
+11,435
+16% +$228K 0.08% 267
2022
Q3 		$1.42M Buy
+71,796
New +$1.43M 0.08% 266

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

Kestra Private Wealth Services's FUMB Position: Q1 2026 in Review

Kestra Private Wealth Services increased its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 8.3% in Q1 2026, buying an estimated $228K and bringing the position to 148,742 shares worth $2.98M. The position accounts for 0.04% of the portfolio, ranked #443.

Kestra Private Wealth Services first reported a position in FUMB in Q3 2022 and has held it in 13 quarters since. 88 funds tracked by Wall St. Rank hold FUMB as of Q1 2026.

  • Kestra Private Wealth Services held 148,742 shares of First Trust Ultra Short Duration Municipal ETF worth $2.98M as of Q1 2026.
  • Kestra Private Wealth Services bought 11,342 First Trust Ultra Short Duration Municipal ETF shares in Q1 2026, an estimated $228K.
  • First Trust Ultra Short Duration Municipal ETF made up 0.04% of Kestra Private Wealth Services's portfolio in Q1 2026, its #443 holding.
  • Kestra Private Wealth Services first reported a position in First Trust Ultra Short Duration Municipal ETF in Q3 2022 and has held it in 13 quarters since.
  • 88 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.