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XML Financial’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

XML Financial’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 		$10.5M Buy
526,024
+49,726
+10% +$1,000K 0.85% 33
2025
Q4 		$9.55M Sell
476,298
-30,884
-6% -$620K 0.78% 35
2025
Q3 		$10.2M Buy
507,182
+25,633
+5% +$516K 0.83% 33
2025
Q2 		$9.68M Buy
+481,549
New +$9.67M 0.84% 33

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
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

XML Financial's FUMB Position: Q1 2026 in Review

XML Financial increased its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 10% in Q1 2026, buying an estimated $1,000K and bringing the position to 526,024 shares worth $10.5M. The position accounts for 0.85% of the portfolio, ranked #33.

XML Financial first reported a position in FUMB in Q2 2025 and has held it in 4 quarters since. 88 funds tracked by Wall St. Rank hold FUMB as of Q1 2026.

  • XML Financial held 526,024 shares of First Trust Ultra Short Duration Municipal ETF worth $10.5M as of Q1 2026.
  • XML Financial bought 49,726 First Trust Ultra Short Duration Municipal ETF shares in Q1 2026, an estimated $1,000K.
  • First Trust Ultra Short Duration Municipal ETF made up 0.85% of XML Financial's portfolio in Q1 2026, its #33 holding.
  • XML Financial first reported a position in First Trust Ultra Short Duration Municipal ETF in Q2 2025 and has held it in 4 quarters since.
  • 88 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2026.

Based on XML Financial's 13F filing for Q1 2026, filed 16 Apr 2026.