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

Sanctuary 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	$1.3M	Buy	65,048 +164	+0.3%	+$3.3K	0.01%	1183
2025 Q4	$1.3M	Buy	64,884 +2,694	+4%	+$54.1K	0.01%	1176
2025 Q3	$1.25M	Sell	62,190 -465	-0.7%	-$9.36K	0.01%	1158
2025 Q2	$1.26M	Buy	62,655 +1,500	+2%	+$30.1K	0.01%	1085
2025 Q1	$1.23M	Sell	61,155 -2,060	-3%	-$41.4K	0.01%	1032
2024 Q4	$1.27M	Sell	63,215 -4,421	-7%	-$88.9K	0.01%	1107
2024 Q3	$1.36M	Sell	67,636 -8,605	-11%	-$173K	0.01%	1099
2024 Q2	$1.53M	Buy	+76,241	New	+$1.53M	0.01%	957

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

Sanctuary Advisors's FUMB Position: Q1 2026 in Review

Sanctuary Advisors increased its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 0.25% in Q1 2026, buying an estimated $3.3K and bringing the position to 65,048 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #1183.

Sanctuary Advisors first reported a position in FUMB in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.53M in Q2 2024. 88 funds tracked by Wall St. Rank hold FUMB as of Q1 2026.

Sanctuary Advisors held 65,048 shares of First Trust Ultra Short Duration Municipal ETF worth $1.3M as of Q1 2026.
Sanctuary Advisors bought 164 First Trust Ultra Short Duration Municipal ETF shares in Q1 2026, an estimated $3.3K.
First Trust Ultra Short Duration Municipal ETF made up 0.01% of Sanctuary Advisors's portfolio in Q1 2026, its #1183 holding.
Sanctuary Advisors first reported a position in First Trust Ultra Short Duration Municipal ETF in Q2 2024 and has held it in 8 quarters since.
Sanctuary Advisors's First Trust Ultra Short Duration Municipal ETF position peaked at $1.53M in Q2 2024.
88 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.