TD Capital Management’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

TD Capital 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	$123K	Sell	6,157 -9,952	-62%	-$200K	0.01%	166
2025 Q4	$323K	Buy	16,109 +1	+0%	+$20	0.03%	101
2025 Q3	$324K	Buy	16,108 +1	+0%	+$20	0.03%	97
2025 Q2	$324K	Hold	16,107	–	–	0.03%	93
2025 Q1	$324K	Buy	16,107 +16,001	+15,095%	+$322K	0.03%	84
2024 Q4	$2.13K	Buy	+106	New	+$2.13K	﹤0.01%	449

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 $1.37B AUM 28.49% 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

TD Capital Management's FUMB Position: Q1 2026 in Review

TD Capital Management reduced its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 62% in Q1 2026, selling an estimated $200K and leaving 6,157 shares worth $123K. The position accounts for 0.01% of the portfolio, ranked #166.

TD Capital Management first reported a position in FUMB in Q4 2024 and has held it in 6 quarters since. The position peaked at $324K in Q3 2025. 88 funds tracked by Wall St. Rank hold FUMB as of Q1 2026.

TD Capital Management held 6,157 shares of First Trust Ultra Short Duration Municipal ETF worth $123K as of Q1 2026.
TD Capital Management sold 9,952 First Trust Ultra Short Duration Municipal ETF shares in Q1 2026, an estimated $200K.
First Trust Ultra Short Duration Municipal ETF made up 0.01% of TD Capital Management's portfolio in Q1 2026, its #166 holding.
TD Capital Management first reported a position in First Trust Ultra Short Duration Municipal ETF in Q4 2024 and has held it in 6 quarters since.
TD Capital Management's First Trust Ultra Short Duration Municipal ETF position peaked at $324K in Q3 2025.
88 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2026.

Based on TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.