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

Transcend Capital 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 		$649K Buy
32,386
+19,865
+159% +$399K 0.05% 330
2025
Q4 		$251K Buy
+12,521
New +$251K 0.02% 583

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

Transcend Capital Advisors's FUMB Position: Q1 2026 in Review

Transcend Capital Advisors increased its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 159% in Q1 2026, buying an estimated $399K and bringing the position to 32,386 shares worth $649K. The position accounts for 0.05% of the portfolio, ranked #330.

Transcend Capital Advisors first reported a position in FUMB in Q4 2025 and has held it in 2 quarters since. 88 funds tracked by Wall St. Rank hold FUMB as of Q1 2026.

  • Transcend Capital Advisors held 32,386 shares of First Trust Ultra Short Duration Municipal ETF worth $649K as of Q1 2026.
  • Transcend Capital Advisors bought 19,865 First Trust Ultra Short Duration Municipal ETF shares in Q1 2026, an estimated $399K.
  • First Trust Ultra Short Duration Municipal ETF made up 0.05% of Transcend Capital Advisors's portfolio in Q1 2026, its #330 holding.
  • Transcend Capital Advisors first reported a position in First Trust Ultra Short Duration Municipal ETF in Q4 2025 and has held it in 2 quarters since.
  • 88 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.