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
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 $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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Tucker Asset Management's FUMB Position: Q4 2025 in Review

Tucker Asset Management opened a new position in First Trust Ultra Short Duration Municipal ETF (FUMB) in Q4 2025: 2,045 shares worth $41K. The stake represents 0.01% of the portfolio and ranks #328 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in FUMB as recently as Q4 2024.

Tucker Asset Management first reported a position in FUMB in Q4 2020 and has held it in 5 quarters since. The position peaked at $238K in Q1 2022. 88 funds tracked by Wall St. Rank hold FUMB as of Q4 2025.

Tucker Asset Management held 2,045 shares of First Trust Ultra Short Duration Municipal ETF worth $41K as of Q4 2025.
First Trust Ultra Short Duration Municipal ETF was a new Tucker Asset Management position in Q4 2025.
First Trust Ultra Short Duration Municipal ETF made up 0.01% of Tucker Asset Management's portfolio in Q4 2025, its #328 holding.
Tucker Asset Management first reported a position in First Trust Ultra Short Duration Municipal ETF in Q4 2020 and has held it in 5 quarters since.
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 Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.