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FUMB icon

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

NewEdge 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
2026
Q1 		$5.48M Sell
273,506
-387,351
-59% -$7.79M 0.02% 650
2025
Q4 		$13.3M Sell
660,857
-11,297
-2% -$227K 0.05% 346
2025
Q3 		$13.5M Buy
672,154
+21,339
+3% +$430K 0.06% 318
2025
Q2 		$13.1M Sell
650,815
-4,315
-0.7% -$86.7K 0.07% 292
2025
Q1 		$13.2M Sell
655,130
-17,716
-3% -$356K 0.08% 266
2024
Q4 		$13.5M Buy
672,846
+61,488
+10% +$1.24M 0.08% 246
2024
Q3 		$12.3M Sell
611,358
-15,303
-2% -$308K 0.08% 250
2024
Q2 		$12.6M Sell
626,661
-90,146
-13% -$1.81M 0.09% 221
2024
Q1 		$14.4M Buy
716,807
+306,674
+75% +$6.16M 0.13% 169
2023
Q4 		$8.22M Sell
410,133
-37,108
-8% -$742K 0.08% 246
2023
Q3 		$8.91M Sell
447,241
-2,597
-0.6% -$51.8K 0.1% 205
2023
Q2 		$8.99M Buy
449,838
+1,337
+0.3% +$26.7K 0.1% 201
2023
Q1 		$8.95M Sell
448,501
-5,926
-1% -$118K 0.11% 189
2022
Q4 		$7.77M Buy
454,427
+194,197
+75% +$3.86M 0.21% 113
2022
Q3 		$5.16M Buy
260,230
+230,734
+782% +$4.6M 0.08% 230
2022
Q2 		$589K Buy
29,496
+3,306
+13% +$66K 0.01% 911
2022
Q1 		$523K Buy
26,190
+3,769
+17% +$75.6K 0.01% 837
2021
Q4 		$452K Sell
22,421
-11,434
-34% -$230K 0.01% 1126
2021
Q3 		$683K Buy
33,855
+68
+0.2% +$1.37K 0.02% 664
2021
Q2 		$682K Buy
33,787
+7,377
+28% +$149K 0.02% 638
2021
Q1 		$533K Buy
26,410
+5,362
+25% +$108K 0.02% 646
2020
Q4 		$425K Sell
21,048
-405
-2% -$8.16K 0.01% 656
2020
Q3 		$432K Buy
21,453
+1,175
+6% +$23.7K 0.02% 616
2020
Q2 		$407K Sell
20,278
-15,907
-44% -$320K 0.02% 596
2020
Q1 		$728K Buy
+36,185
New +$726K 0.04% 373

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 $1.37B AUM 28.49% 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 $79.5B AUM 27.1% 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
GWP
Gateway Wealth Partners Appleton, Wisconsin $1.67B AUM 21.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NewEdge Advisors's FUMB Position: Q1 2026 in Review

NewEdge Advisors reduced its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 59% in Q1 2026, selling an estimated $7.79M and leaving 273,506 shares worth $5.48M. The position accounts for 0.02% of the portfolio, ranked #650.

NewEdge Advisors first reported a position in FUMB in Q1 2020 and has held it in 25 quarters since. The position peaked at $14.4M in Q1 2024. 88 funds tracked by Wall St. Rank hold FUMB as of Q1 2026.

  • NewEdge Advisors held 273,506 shares of First Trust Ultra Short Duration Municipal ETF worth $5.48M as of Q1 2026.
  • NewEdge Advisors sold 387,351 First Trust Ultra Short Duration Municipal ETF shares in Q1 2026, an estimated $7.79M.
  • First Trust Ultra Short Duration Municipal ETF made up 0.02% of NewEdge Advisors's portfolio in Q1 2026, its #650 holding.
  • NewEdge Advisors first reported a position in First Trust Ultra Short Duration Municipal ETF in Q1 2020 and has held it in 25 quarters since.
  • NewEdge Advisors's First Trust Ultra Short Duration Municipal ETF position peaked at $14.4M in Q1 2024.
  • 88 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.