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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
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

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

Meridian Wealth Management's FUMB Position: Q1 2026 in Review

Meridian Wealth Management reduced its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 12% in Q1 2026, selling an estimated $85.4K and leaving 30,902 shares worth $620K. The position accounts for 0.02% of the portfolio, ranked #461.

Meridian Wealth Management first reported a position in FUMB in Q2 2025 and has held it in 4 quarters since. The position peaked at $705K in Q4 2025. 88 funds tracked by Wall St. Rank hold FUMB as of Q1 2026.

  • Meridian Wealth Management held 30,902 shares of First Trust Ultra Short Duration Municipal ETF worth $620K as of Q1 2026.
  • Meridian Wealth Management sold 4,248 First Trust Ultra Short Duration Municipal ETF shares in Q1 2026, an estimated $85.4K.
  • First Trust Ultra Short Duration Municipal ETF made up 0.02% of Meridian Wealth Management's portfolio in Q1 2026, its #461 holding.
  • Meridian Wealth Management first reported a position in First Trust Ultra Short Duration Municipal ETF in Q2 2025 and has held it in 4 quarters since.
  • Meridian Wealth Management's First Trust Ultra Short Duration Municipal ETF position peaked at $705K in Q4 2025.
  • 88 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.