WealthBridge Capital Management’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

WealthBridge Capital 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 Q2	$1.15M	Buy	57,274 +2,509	+5%	+$50.3K	0.23%	83
2026 Q1	$1.1M	Buy	54,765 +10,512	+24%	+$211K	0.25%	75
2025 Q4	$888K	Buy	44,253 +848	+2%	+$17K	0.2%	82
2025 Q3	$872K	Buy	43,405 +1,479	+4%	+$29.8K	0.2%	87
2025 Q2	$843K	Buy	41,926 +3,001	+8%	+$60.3K	0.21%	85
2025 Q1	$782K	Buy	38,925 +8,000	+26%	+$161K	0.22%	81
2024 Q4	$621K	Buy	30,925 +5,626	+22%	+$113K	0.17%	95
2024 Q3	$509K	Buy	25,299 +15,318	+153%	+$308K	0.15%	108
2024 Q2	$200K	Buy	+9,981	New	+$200K	0.07%	182
2023 Q4	–	Sell	-12,570	Closed	-$250K	–	184
2023 Q3	$250K	Sell	12,570 -1,285	-9%	-$25.6K	0.1%	141
2023 Q2	$277K	Buy	13,855 +41	+0.3%	+$818	0.11%	138
2023 Q1	$276K	Buy	13,814 +392	+3%	+$7.83K	0.11%	153
2022 Q4	$268K	Buy	13,422 +2,567	+24%	+$51.1K	0.11%	156
2022 Q3	$217K	Hold	10,855	–	–	0.09%	179
2022 Q2	$217K	Buy	+10,855	New	+$217K	0.09%	179

Other funds holding FUMB

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

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

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

GSG Advisors Mount Laurel, New Jersey $454M AUM 28.38% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

VPW

Vaquero Private Wealth Dallas, Texas $486M AUM

WealthBridge Capital Management's FUMB Position: Q2 2026 in Review

WealthBridge Capital Management increased its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 4.6% in Q2 2026, buying an estimated $50.3K and bringing the position to 57,274 shares worth $1.15M. The position accounts for 0.23% of the portfolio, ranked #83.

WealthBridge Capital Management first reported a position in FUMB in Q2 2022 and has held it in 15 quarters since. 85 funds tracked by Wall St. Rank hold FUMB as of Q2 2026.

WealthBridge Capital Management held 57,274 shares of First Trust Ultra Short Duration Municipal ETF worth $1.15M as of Q2 2026.
WealthBridge Capital Management bought 2,509 First Trust Ultra Short Duration Municipal ETF shares in Q2 2026, an estimated $50.3K.
First Trust Ultra Short Duration Municipal ETF made up 0.23% of WealthBridge Capital Management's portfolio in Q2 2026, its #83 holding.
WealthBridge Capital Management first reported a position in First Trust Ultra Short Duration Municipal ETF in Q2 2022 and has held it in 15 quarters since.
85 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.