WCM
FUMB icon

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
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

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

WealthBridge Capital Management's FUMB Position: Q1 2026 in Review

WealthBridge Capital Management increased its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 24% in Q1 2026, buying an estimated $211K and bringing the position to 54,765 shares worth $1.1M. The position accounts for 0.25% of the portfolio, ranked #75.

WealthBridge Capital Management first reported a position in FUMB in Q2 2022 and has held it in 14 quarters since. 88 funds tracked by Wall St. Rank hold FUMB as of Q1 2026.

  • WealthBridge Capital Management held 54,765 shares of First Trust Ultra Short Duration Municipal ETF worth $1.1M as of Q1 2026.
  • WealthBridge Capital Management bought 10,512 First Trust Ultra Short Duration Municipal ETF shares in Q1 2026, an estimated $211K.
  • First Trust Ultra Short Duration Municipal ETF made up 0.25% of WealthBridge Capital Management's portfolio in Q1 2026, its #75 holding.
  • WealthBridge Capital Management first reported a position in First Trust Ultra Short Duration Municipal ETF in Q2 2022 and has held it in 14 quarters since.
  • 88 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2026.

Based on WealthBridge Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.