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

Kingswood Wealth 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
2025 Q4	–	Sell	-12,163	Closed	-$244K	–	881
2025 Q3	$244K	Hold	12,163	–	–	0.01%	698
2025 Q2	$244K	Hold	12,163	–	–	0.02%	634
2025 Q1	$244K	Hold	12,163	–	–	0.02%	619
2024 Q4	$244K	Buy	+12,163	New	+$244K	0.02%	679
2024 Q3	–	Sell	-12,163	Closed	-$244K	–	697
2024 Q2	$244K	Buy	12,163 +1,197	+11%	+$24K	0.02%	582
2024 Q1	$220K	Buy	+10,966	New	+$220K	0.03%	559

Other funds holding FUMB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Kingswood Wealth Advisors's FUMB Position: Q4 2025 in Review

Kingswood Wealth Advisors sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q4 2025, closing a stake of 12,163 shares — an estimated $244K sold.

Kingswood Wealth Advisors first reported a position in FUMB in Q1 2024 and held it in 6 quarters. The position peaked at $244K in Q3 2025. 88 funds tracked by Wall St. Rank hold FUMB as of Q4 2025.

Kingswood Wealth Advisors reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q4 2025 after selling out during the quarter.
Kingswood Wealth Advisors sold 12,163 First Trust Ultra Short Duration Municipal ETF shares in Q4 2025, an estimated $244K.
Kingswood Wealth Advisors first reported a position in First Trust Ultra Short Duration Municipal ETF in Q1 2024 and held it in 6 quarters.
Kingswood Wealth Advisors's First Trust Ultra Short Duration Municipal ETF position peaked at $244K in Q3 2025.
88 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q4 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.