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Steward Partners Investment Advisory’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Steward Partners Investment Advisory’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 		$121K Buy
6,024
+1,512
+34% +$30.4K ﹤0.01% 2272
2025
Q4 		$90.5K Hold
4,512
– – ﹤0.01% 2357
2025
Q3 		$90.7K Hold
4,512
– – ﹤0.01% 2288
2025
Q2 		$90.7K Sell
4,512
-3,754
-45% -$75.4K ﹤0.01% 2175
2025
Q1 		$166K Hold
8,266
– – ﹤0.01% 1740
2024
Q4 		$166K Sell
8,266
-149
-2% -$3K ﹤0.01% 1716
2024
Q3 		$169K Sell
8,415
-20,951
-71% -$422K ﹤0.01% 1614
2024
Q2 		$589K Sell
29,366
-500
-2% -$10K 0.01% 991
2024
Q1 		$598K Sell
29,866
-2,015
-6% -$40.4K 0.01% 980
2023
Q4 		$640K Sell
31,881
-18,250
-36% -$365K 0.01% 890
2023
Q3 		$999K Buy
50,131
+1,000
+2% +$20K 0.02% 676
2023
Q2 		$982K Hold
49,131
– – 0.01% 693
2023
Q1 		$981K Buy
49,131
+25,900
+111% +$517K 0.02% 700
2022
Q4 		$463K Buy
23,231
+5,731
+33% +$114K 0.01% 932
2022
Q3 		$347K Hold
17,500
– – 0.01% 984
2022
Q2 		$349K Buy
+17,500
New +$349K 0.01% 973

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 $1.24B AUM 20.4% 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 $71.6B AUM 21.08% 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
NA
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

Steward Partners Investment Advisory's FUMB Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 34% in Q1 2026, buying an estimated $30.4K and bringing the position to 6,024 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #2272.

Steward Partners Investment Advisory first reported a position in FUMB in Q2 2022 and has held it in 16 quarters since. The position peaked at $999K in Q3 2023. 88 funds tracked by Wall St. Rank hold FUMB as of Q1 2026.

  • Steward Partners Investment Advisory held 6,024 shares of First Trust Ultra Short Duration Municipal ETF worth $121K as of Q1 2026.
  • Steward Partners Investment Advisory bought 1,512 First Trust Ultra Short Duration Municipal ETF shares in Q1 2026, an estimated $30.4K.
  • First Trust Ultra Short Duration Municipal ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2272 holding.
  • Steward Partners Investment Advisory first reported a position in First Trust Ultra Short Duration Municipal ETF in Q2 2022 and has held it in 16 quarters since.
  • Steward Partners Investment Advisory's First Trust Ultra Short Duration Municipal ETF position peaked at $999K in Q3 2023.
  • 88 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.