One Plus One Wealth Management’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

One Plus One Wealth Management’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	–	Sell	-18,147	Closed	-$364K	–	96
2025 Q4	$364K	Sell	18,147 -679	-4%	-$13.6K	0.17%	76
2025 Q3	$378K	Sell	18,826 -11,185	-37%	-$225K	0.18%	75
2025 Q2	$603K	Buy	30,011 +14,423	+93%	+$290K	0.33%	56
2025 Q1	$313K	Buy	+15,588	New	+$314K	0.17%	74
2024 Q3	–	Sell	-21,885	Closed	-$439K	–	92
2024 Q2	$439K	Sell	21,885 -1,762	-7%	-$35.4K	0.25%	62
2024 Q1	$474K	Sell	23,647 -747	-3%	-$15K	0.27%	66
2023 Q4	$489K	Buy	24,394 +425	+2%	+$8.5K	0.3%	57
2023 Q3	$477K	Sell	23,969 -250	-1%	-$4.99K	0.31%	53
2023 Q2	$484K	Buy	24,219 +10,917	+82%	+$218K	0.31%	53
2023 Q1	$266K	Buy	+13,302	New	+$266K	0.19%	71

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

One Plus One Wealth Management's FUMB Position: Q1 2026 in Review

One Plus One Wealth Management sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q1 2026, closing a stake of 18,147 shares — an estimated $364K sold.

One Plus One Wealth Management first reported a position in FUMB in Q1 2023 and held it in 10 quarters. The position peaked at $603K in Q2 2025. 88 funds tracked by Wall St. Rank hold FUMB as of Q1 2026.

One Plus One Wealth Management reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q1 2026 after selling out during the quarter.
One Plus One Wealth Management sold 18,147 First Trust Ultra Short Duration Municipal ETF shares in Q1 2026, an estimated $364K.
One Plus One Wealth Management first reported a position in First Trust Ultra Short Duration Municipal ETF in Q1 2023 and held it in 10 quarters.
One Plus One Wealth Management's First Trust Ultra Short Duration Municipal ETF position peaked at $603K in Q2 2025.
88 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2026.

Based on One Plus One Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.