UBS Group
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UBS Group’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

UBS Group’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 		$4.25M Buy
212,193
+3,872
+2% +$77.9K ﹤0.01% 4235
2025
Q4 		$4.18M Buy
208,321
+18,698
+10% +$375K ﹤0.01% 4203
2025
Q3 		$3.81M Sell
189,623
-2,128
-1% -$42.8K ﹤0.01% 4316
2025
Q2 		$3.85M Buy
191,751
+383
+0.2% +$7.69K ﹤0.01% 4142
2025
Q1 		$3.85M Buy
191,368
+154,188
+415% +$3.1M ﹤0.01% 4052
2024
Q4 		$747K Sell
37,180
-31,548
-46% -$634K ﹤0.01% 5543
2024
Q3 		$1.38M Sell
68,728
-16,237
-19% -$327K ﹤0.01% 4339
2024
Q2 		$1.7M Sell
84,965
-25,880
-23% -$519K ﹤0.01% 3932
2024
Q1 		$2.22M Sell
110,845
-128,708
-54% -$2.58M ﹤0.01% 3841
2023
Q4 		$4.81M Buy
239,553
+101,190
+73% +$2.02M ﹤0.01% 2829
2023
Q3 		$2.76M Sell
138,363
-16,133
-10% -$322K ﹤0.01% 3135
2023
Q2 		$3.09M Sell
154,496
-46,826
-23% -$935K ﹤0.01% 3078
2023
Q1 		$4.02M Buy
201,322
+2,264
+1% +$45.2K ﹤0.01% 2726
2022
Q4 		$3.97M Buy
199,058
+69,819
+54% +$1.39M ﹤0.01% 2720
2022
Q3 		$2.56M Buy
129,239
+129,090
+86,638% +$2.58M ﹤0.01% 2945
2022
Q2 		$3K Sell
149
-2,209
-94% -$44.1K ﹤0.01% 9309
2022
Q1 		$47K Buy
+2,358
New +$47.3K ﹤0.01% 6561
2021
Q4 		– Sell
-772
Closed -$16K – 10404
2021
Q3 		$16K Buy
+772
New +$15.6K ﹤0.01% 7415
2021
Q2 		– Sell
-6,399
Closed -$129K – 9514
2021
Q1 		$129K Buy
6,399
+3,327
+108% +$67.1K ﹤0.01% 5762
2020
Q4 		$62K Buy
+3,072
New +$61.9K ﹤0.01% 5997
2020
Q3 		– Sell
-253
Closed -$5K – 8143
2020
Q2 		$5K Buy
+253
New +$5.09K ﹤0.01% 7371

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

UBS Group's FUMB Position: Q1 2026 in Review

UBS Group increased its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 1.9% in Q1 2026, buying an estimated $77.9K and bringing the position to 212,193 shares worth $4.25M. The position accounts for ﹤0.01% of the portfolio, ranked #4235.

UBS Group first reported a position in FUMB in Q2 2020 and has held it in 21 quarters since. The position peaked at $4.81M in Q4 2023. 88 funds tracked by Wall St. Rank hold FUMB as of Q1 2026.

  • UBS Group held 212,193 shares of First Trust Ultra Short Duration Municipal ETF worth $4.25M as of Q1 2026.
  • UBS Group bought 3,872 First Trust Ultra Short Duration Municipal ETF shares in Q1 2026, an estimated $77.9K.
  • First Trust Ultra Short Duration Municipal ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4235 holding.
  • UBS Group first reported a position in First Trust Ultra Short Duration Municipal ETF in Q2 2020 and has held it in 21 quarters since.
  • UBS Group's First Trust Ultra Short Duration Municipal ETF position peaked at $4.81M in Q4 2023.
  • 88 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.