Cambridge Investment Research Advisors’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Cambridge Investment Research Advisors’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	$1.87M	Buy	93,438 +1,290	+1%	+$25.9K	﹤0.01%	1738
2026 Q1	$1.85M	Sell	92,148 -2,616	-3%	-$52.6K	﹤0.01%	1647
2025 Q4	$1.9M	Buy	94,764 +4,610	+5%	+$92.6K	0.01%	1564
2025 Q3	$1.81M	Buy	90,154 +14,316	+19%	+$288K	0.01%	1579
2025 Q2	$1.52M	Buy	75,838 +42,940	+131%	+$862K	﹤0.01%	1638
2025 Q1	$661K	Sell	32,898 -778	-2%	-$15.6K	﹤0.01%	2191
2024 Q4	$677K	Buy	33,676 +14	+0%	+$281	﹤0.01%	2183
2024 Q3	$677K	Buy	33,662 +523	+2%	+$10.5K	﹤0.01%	2166
2024 Q2	$665K	Sell	33,139 -8,988	-21%	-$180K	﹤0.01%	2064
2024 Q1	$844K	Sell	42,127 -1,598	-4%	-$32.1K	﹤0.01%	1842
2023 Q4	$877K	Sell	43,725 -4,040	-8%	-$80.8K	﹤0.01%	1732
2023 Q3	$951K	Sell	47,765 -141	-0.3%	-$2.81K	﹤0.01%	1621
2023 Q2	$957K	Sell	47,906 -26,121	-35%	-$521K	﹤0.01%	1641
2023 Q1	$1.48M	Sell	74,027 -85,562	-54%	-$1.71M	0.01%	1324
2022 Q4	$3.18M	Buy	159,589 +39,896	+33%	+$794K	0.02%	825
2022 Q3	$2.37M	Buy	119,693 +17,383	+17%	+$347K	0.01%	944
2022 Q2	$2.04M	Buy	102,310 +30,344	+42%	+$605K	0.01%	1026
2022 Q1	$1.44M	Buy	71,966 +1,808	+3%	+$36.3K	0.01%	1340
2021 Q4	$1.41M	Buy	70,158 +903	+1%	+$18.2K	0.01%	1360
2021 Q3	$1.4M	Buy	69,255 +9,544	+16%	+$193K	0.01%	1303
2021 Q2	$1.21M	Buy	59,711 +16,344	+38%	+$330K	0.01%	1399
2021 Q1	$876K	Buy	43,367 +3,487	+9%	+$70.4K	﹤0.01%	1521
2020 Q4	$804K	Hold	39,880	–	–	﹤0.01%	1455
2020 Q3	$803K	Buy	39,880 +8,783	+28%	+$177K	0.01%	1313
2020 Q2	$625K	Buy	+31,097	New	+$626K	﹤0.01%	1423

Other funds holding FUMB

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

VPW

Vaquero Private Wealth Dallas, Texas $486M AUM

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IIL

Insight Inv LLC El Segundo, California $212M AUM 60.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WWWM

White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return

MFG

Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return

SCFS

Stewardship Concepts Financial Services Spokane, Washington $149M AUM

Cambridge Investment Research Advisors's FUMB Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 1.4% in Q2 2026, buying an estimated $25.9K and bringing the position to 93,438 shares worth $1.87M. The position accounts for ﹤0.01% of the portfolio, ranked #1738.

Cambridge Investment Research Advisors first reported a position in FUMB in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.18M in Q4 2022. 36 funds tracked by Wall St. Rank hold FUMB as of Q2 2026.

Cambridge Investment Research Advisors held 93,438 shares of First Trust Ultra Short Duration Municipal ETF worth $1.87M as of Q2 2026.
Cambridge Investment Research Advisors bought 1,290 First Trust Ultra Short Duration Municipal ETF shares in Q2 2026, an estimated $25.9K.
First Trust Ultra Short Duration Municipal ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1738 holding.
Cambridge Investment Research Advisors first reported a position in First Trust Ultra Short Duration Municipal ETF in Q2 2020 and has held it in 25 quarters since.
Cambridge Investment Research Advisors's First Trust Ultra Short Duration Municipal ETF position peaked at $3.18M in Q4 2022.
36 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.