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 Q2	–	Sell	-16,639	Closed	-$334K	–	1248
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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GSG Advisors Mount Laurel, New Jersey $454M AUM 28.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

VPW

Vaquero Private Wealth Dallas, Texas $486M AUM

NewEdge Wealth's FUMB Position: Q2 2026 in Review

NewEdge Wealth sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q2 2026, closing a stake of 16,639 shares — an estimated $334K sold.

NewEdge Wealth first reported a position in FUMB in Q3 2023 and held it in 11 quarters. The position peaked at $334K in Q4 2023. 85 funds tracked by Wall St. Rank hold FUMB as of Q2 2026.

NewEdge Wealth reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q2 2026 after selling out during the quarter.
NewEdge Wealth sold 16,639 First Trust Ultra Short Duration Municipal ETF shares in Q2 2026, an estimated $334K.
NewEdge Wealth first reported a position in First Trust Ultra Short Duration Municipal ETF in Q3 2023 and held it in 11 quarters.
NewEdge Wealth's First Trust Ultra Short Duration Municipal ETF position peaked at $334K in Q4 2023.
85 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.