Morgan Stanley
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Morgan Stanley’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Morgan Stanley’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 		$13.3M Sell
661,210
-58,902
-8% -$1.18M ﹤0.01% 3323
2025
Q4 		$14.4M Sell
720,112
-176,938
-20% -$3.55M ﹤0.01% 3246
2025
Q3 		$18M Buy
897,050
+94,611
+12% +$1.9M ﹤0.01% 2980
2025
Q2 		$16.1M Buy
802,439
+106,035
+15% +$2.13M ﹤0.01% 3016
2025
Q1 		$14M Sell
696,404
-167,601
-19% -$3.37M ﹤0.01% 3042
2024
Q4 		$17.4M Sell
864,005
-200,718
-19% -$4.03M ﹤0.01% 2895
2024
Q3 		$21.4M Sell
1,064,723
-41,432
-4% -$834K ﹤0.01% 2732
2024
Q2 		$22.2M Sell
1,106,155
-88,585
-7% -$1.78M ﹤0.01% 2548
2024
Q1 		$23.9M Sell
1,194,740
-1,221,834
-51% -$24.5M ﹤0.01% 2504
2023
Q4 		$48.5M Buy
2,416,574
+1,215,630
+101% +$24.3M ﹤0.01% 2494
2023
Q3 		$23.9M Sell
1,200,944
-75,365
-6% -$1.5M ﹤0.01% 2271
2023
Q2 		$25.5M Sell
1,276,309
-194,757
-13% -$3.89M ﹤0.01% 2218
2023
Q1 		$29.4M Sell
1,471,066
-508,763
-26% -$10.2M ﹤0.01% 2030
2022
Q4 		$39.5M Buy
1,979,829
+516,329
+35% +$10.3M ﹤0.01% 1699
2022
Q3 		$29M Buy
1,463,500
+9,496
+0.7% +$189K ﹤0.01% 1803
2022
Q2 		$29M Sell
1,454,004
-579,618
-29% -$11.6M ﹤0.01% 1876
2022
Q1 		$40.6M Buy
2,033,622
+1,257,584
+162% +$25.2M 0.01% 1457
2021
Q4 		$15.6M Buy
776,038
+276,198
+55% +$5.57M ﹤0.01% 2427
2021
Q3 		$10.1M Buy
499,840
+62,014
+14% +$1.25M ﹤0.01% 2875
2021
Q2 		$8.84M Buy
437,826
+183,422
+72% +$3.7M ﹤0.01% 3126
2021
Q1 		$5.14M Sell
254,404
-28,570
-10% -$577K ﹤0.01% 3382
2020
Q4 		$5.71M Sell
282,974
-57,126
-17% -$1.15M ﹤0.01% 3107
2020
Q3 		$6.85M Sell
340,100
-244,275
-42% -$4.93M ﹤0.01% 2398
2020
Q2 		$11.7M Buy
584,375
+130,203
+29% +$2.62M ﹤0.01% 1828
2020
Q1 		$9.13M Buy
+454,172
New +$9.12M ﹤0.01% 1864

Other funds holding FUMB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley's FUMB Position: Q1 2026 in Review

Morgan Stanley reduced its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 8.2% in Q1 2026, selling an estimated $1.18M and leaving 661,210 shares worth $13.3M. The position accounts for ﹤0.01% of the portfolio, ranked #3323.

Morgan Stanley first reported a position in FUMB in Q1 2020 and has held it in 25 quarters since. The position peaked at $48.5M in Q4 2023. 88 funds tracked by Wall St. Rank hold FUMB as of Q1 2026.

  • Morgan Stanley held 661,210 shares of First Trust Ultra Short Duration Municipal ETF worth $13.3M as of Q1 2026.
  • Morgan Stanley sold 58,902 First Trust Ultra Short Duration Municipal ETF shares in Q1 2026, an estimated $1.18M.
  • First Trust Ultra Short Duration Municipal ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #3323 holding.
  • Morgan Stanley first reported a position in First Trust Ultra Short Duration Municipal ETF in Q1 2020 and has held it in 25 quarters since.
  • Morgan Stanley's First Trust Ultra Short Duration Municipal ETF position peaked at $48.5M in Q4 2023.
  • 88 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.