Westside Investment Management’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Westside Investment 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	-30,000	Closed	-$602K	–	1497
2025 Q4	$602K	Hold	30,000	–	–	0.1%	161
2025 Q3	$603K	Sell	30,000 -10,000	-25%	-$201K	0.1%	165
2025 Q2	$804K	Sell	40,000 -10,000	-20%	-$201K	0.15%	133
2025 Q1	$1M	Hold	50,000	–	–	0.21%	109
2024 Q4	$1M	Hold	50,000	–	–	0.21%	112
2024 Q3	$1.01M	Hold	50,000	–	–	0.21%	114
2024 Q2	$1M	Hold	50,000	–	–	0.23%	108
2024 Q1	$1M	Hold	50,000	–	–	0.24%	106
2023 Q4	$1M	Hold	50,000	–	–	0.26%	99
2023 Q3	$996K	Hold	50,000	–	–	0.29%	91
2023 Q2	$999K	Buy	+50,000	New	+$998K	0.28%	90

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

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

Westside Investment Management's FUMB Position: Q1 2026 in Review

Westside Investment Management sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q1 2026, closing a stake of 30,000 shares — an estimated $602K sold.

Westside Investment Management first reported a position in FUMB in Q2 2023 and held it in 11 quarters. The position peaked at $1.01M in Q3 2024. 88 funds tracked by Wall St. Rank hold FUMB as of Q1 2026.

Westside Investment Management reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q1 2026 after selling out during the quarter.
Westside Investment Management sold 30,000 First Trust Ultra Short Duration Municipal ETF shares in Q1 2026, an estimated $602K.
Westside Investment Management first reported a position in First Trust Ultra Short Duration Municipal ETF in Q2 2023 and held it in 11 quarters.
Westside Investment Management's First Trust Ultra Short Duration Municipal ETF position peaked at $1.01M in Q3 2024.
88 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2026.

Based on Westside Investment Management's 13F filing for Q1 2026, filed 4 May 2026.