Tucker Asset Management’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Tucker Asset 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	–	Sell	-2,045	Closed	-$41K	–	627
2025 Q4	$41K	Buy	+2,045	New	+$41.1K	0.01%	328
2025 Q1	–	Sell	-294	Closed	-$5.91K	–	546
2024 Q4	$5.91K	Buy	+294	New	+$5.91K	﹤0.01%	932
2022 Q2	–	Sell	-11,940	Closed	-$238K	–	663
2022 Q1	$238K	Buy	+11,940	New	+$240K	0.07%	17
2021 Q2	–	Sell	-1,501	Closed	-$30.3K	–	353
2021 Q1	$30.3K	Buy	1,501 +256	+21%	+$5.17K	0.02%	105
2020 Q4	$25.1K	Buy	+1,245	New	+$25.1K	0.02%	108

Other funds holding FUMB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

GWP

Gateway Wealth Partners Appleton, Wisconsin $1.67B AUM 21.55% 1-Year Est. Return

Tucker Asset Management's FUMB Position: Q1 2026 in Review

Tucker Asset Management sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q1 2026, closing a stake of 2,045 shares — an estimated $41K sold.

Tucker Asset Management first reported a position in FUMB in Q4 2020 and held it in 5 quarters. The position peaked at $238K in Q1 2022. 88 funds tracked by Wall St. Rank hold FUMB as of Q1 2026.

Tucker Asset Management reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q1 2026 after selling out during the quarter.
Tucker Asset Management sold 2,045 First Trust Ultra Short Duration Municipal ETF shares in Q1 2026, an estimated $41K.
Tucker Asset Management first reported a position in First Trust Ultra Short Duration Municipal ETF in Q4 2020 and held it in 5 quarters.
Tucker Asset Management's First Trust Ultra Short Duration Municipal ETF position peaked at $238K in Q1 2022.
88 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.