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Total Clarity Wealth Management’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Total Clarity 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 		$203K Hold
10,139
– – 0.05% 304
2025
Q4 		$203K Hold
10,139
– – 0.05% 288
2025
Q3 		$204K Hold
10,139
– – 0.05% 273
2025
Q2 		$204K Sell
10,139
-5,587
-36% -$112K 0.06% 274
2025
Q1 		$316K Hold
15,726
– – 0.1% 188
2024
Q4 		$316K Hold
15,726
– – 0.1% 188
2024
Q3 		$316K Sell
15,726
-2,230
-12% -$44.9K 0.1% 189
2024
Q2 		$360K Hold
17,956
– – 0.13% 163
2024
Q1 		$360K Hold
17,956
– – 0.13% 180
2023
Q4 		$360K Buy
+17,956
New +$359K 0.15% 157

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

Total Clarity Wealth Management's FUMB Position: Q1 2026 in Review

Total Clarity Wealth Management held its First Trust Ultra Short Duration Municipal ETF (FUMB) position steady in Q1 2026 at 10,139 shares worth $203K. The position accounts for 0.05% of the portfolio, ranked #304.

Total Clarity Wealth Management first reported a position in FUMB in Q4 2023 and has held it in 10 quarters since. The position peaked at $360K in Q2 2024. 88 funds tracked by Wall St. Rank hold FUMB as of Q1 2026.

  • Total Clarity Wealth Management held 10,139 shares of First Trust Ultra Short Duration Municipal ETF worth $203K as of Q1 2026.
  • Total Clarity Wealth Management left its First Trust Ultra Short Duration Municipal ETF share count unchanged in Q1 2026.
  • First Trust Ultra Short Duration Municipal ETF made up 0.05% of Total Clarity Wealth Management's portfolio in Q1 2026, its #304 holding.
  • Total Clarity Wealth Management first reported a position in First Trust Ultra Short Duration Municipal ETF in Q4 2023 and has held it in 10 quarters since.
  • Total Clarity Wealth Management's First Trust Ultra Short Duration Municipal ETF position peaked at $360K in Q2 2024.
  • 88 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2026.

Based on Total Clarity Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.