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Newbridge Financial Services Group’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Newbridge Financial Services Group’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
-1,587
Closed -$31.9K – 1295
2025
Q3 		$31.9K Buy
1,587
+151
+11% +$3.04K ﹤0.01% 623
2025
Q2 		$28.9K Buy
+1,436
New +$28.8K ﹤0.01% 628

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Newbridge Financial Services Group's FUMB Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q4 2025, closing a stake of 1,587 shares — an estimated $31.9K sold.

Newbridge Financial Services Group first reported a position in FUMB in Q2 2025 and held it in 2 quarters. The position peaked at $31.9K in Q3 2025. 88 funds tracked by Wall St. Rank hold FUMB as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 1,587 First Trust Ultra Short Duration Municipal ETF shares in Q4 2025, an estimated $31.9K.
  • Newbridge Financial Services Group first reported a position in First Trust Ultra Short Duration Municipal ETF in Q2 2025 and held it in 2 quarters.
  • Newbridge Financial Services Group's First Trust Ultra Short Duration Municipal ETF position peaked at $31.9K in Q3 2025.
  • 88 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.