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

Meridian 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 Q2	$717K	Buy	35,742 +4,840	+16%	+$97.1K	0.02%	458
2026 Q1	$620K	Sell	30,902 -4,248	-12%	-$85.4K	0.02%	461
2025 Q4	$705K	Buy	35,150 +6,893	+24%	+$138K	0.02%	417
2025 Q3	$568K	Buy	28,257 +16,257	+135%	+$327K	0.02%	446
2025 Q2	$241K	Buy	+12,000	New	+$241K	0.01%	604

Other funds holding FUMB

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

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

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

GSG Advisors Mount Laurel, New Jersey $454M AUM 28.38% 1-Year Est. Return

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

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

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

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

VPW

Vaquero Private Wealth Dallas, Texas $486M AUM

Meridian Wealth Management's FUMB Position: Q2 2026 in Review

Meridian Wealth Management increased its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 16% in Q2 2026, buying an estimated $97.1K and bringing the position to 35,742 shares worth $717K. The position accounts for 0.02% of the portfolio, ranked #458.

Meridian Wealth Management first reported a position in FUMB in Q2 2025 and has held it in 5 quarters since. 85 funds tracked by Wall St. Rank hold FUMB as of Q2 2026.

Meridian Wealth Management held 35,742 shares of First Trust Ultra Short Duration Municipal ETF worth $717K as of Q2 2026.
Meridian Wealth Management bought 4,840 First Trust Ultra Short Duration Municipal ETF shares in Q2 2026, an estimated $97.1K.
First Trust Ultra Short Duration Municipal ETF made up 0.02% of Meridian Wealth Management's portfolio in Q2 2026, its #458 holding.
Meridian Wealth Management first reported a position in First Trust Ultra Short Duration Municipal ETF in Q2 2025 and has held it in 5 quarters since.
85 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.