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

NewEdge Wealth’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	$334K	Buy	16,639 +6,338	+62%	+$127K	﹤0.01%	937
2025 Q4	$207K	Hold	10,301	–	–	﹤0.01%	1142
2025 Q3	$207K	Hold	10,301	–	–	﹤0.01%	981
2025 Q2	$208K	Sell	10,301 -845	-8%	-$17K	﹤0.01%	923
2025 Q1	$224K	Hold	11,146	–	–	﹤0.01%	860
2024 Q4	$224K	Sell	11,146 -218	-2%	-$4.38K	﹤0.01%	858
2024 Q3	$229K	Sell	11,364 -995	-8%	-$20K	﹤0.01%	801
2024 Q2	$248K	Hold	12,359	–	–	0.01%	681
2024 Q1	$247K	Sell	12,359 -4,292	-26%	-$86.2K	0.01%	707
2023 Q4	$334K	Hold	16,651	–	–	0.01%	596
2023 Q3	$332K	Buy	+16,651	New	+$332K	0.01%	526

Other funds holding FUMB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

NewEdge Wealth's FUMB Position: Q1 2026 in Review

NewEdge Wealth increased its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 62% in Q1 2026, buying an estimated $127K and bringing the position to 16,639 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #937.

NewEdge Wealth first reported a position in FUMB in Q3 2023 and has held it in 11 quarters since. The position peaked at $334K in Q4 2023. 88 funds tracked by Wall St. Rank hold FUMB as of Q1 2026.

NewEdge Wealth held 16,639 shares of First Trust Ultra Short Duration Municipal ETF worth $334K as of Q1 2026.
NewEdge Wealth bought 6,338 First Trust Ultra Short Duration Municipal ETF shares in Q1 2026, an estimated $127K.
First Trust Ultra Short Duration Municipal ETF made up ﹤0.01% of NewEdge Wealth's portfolio in Q1 2026, its #937 holding.
NewEdge Wealth first reported a position in First Trust Ultra Short Duration Municipal ETF in Q3 2023 and has held it in 11 quarters since.
NewEdge Wealth's First Trust Ultra Short Duration Municipal ETF position peaked at $334K in Q4 2023.
88 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2026.

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