Cetera Investment Advisers’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Cetera Investment Advisers’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	$1.79M	Sell	89,304 -2,627	-3%	-$52.7K	﹤0.01%	2475
2026 Q1	$1.84M	Buy	91,931 +1,491	+2%	+$30K	﹤0.01%	2350
2025 Q4	$1.81M	Sell	90,440 -2,383	-3%	-$47.8K	﹤0.01%	2295
2025 Q3	$1.87M	Buy	92,823 +20,815	+29%	+$419K	﹤0.01%	2237
2025 Q2	$1.45M	Buy	72,008 +8,217	+13%	+$165K	﹤0.01%	2085
2025 Q1	$1.28M	Buy	63,791 +13,989	+28%	+$281K	﹤0.01%	2065
2024 Q4	$1M	Sell	49,802 -7,756	-13%	-$156K	﹤0.01%	2156
2024 Q3	$1.16M	Sell	57,558 -15,980	-22%	-$322K	﹤0.01%	2023
2024 Q2	$1.48M	Buy	73,538 +2,092	+3%	+$42K	﹤0.01%	1803
2024 Q1	$1.43M	Buy	71,446 +26,902	+60%	+$540K	﹤0.01%	1796
2023 Q4	$894K	Sell	44,544 -5,622	-11%	-$112K	0.01%	1165
2023 Q3	$999K	Sell	50,166 -37,667	-43%	-$752K	0.01%	1041
2023 Q2	$1.75M	Sell	87,833 -6,759	-7%	-$135K	0.01%	823
2023 Q1	$1.89M	Sell	94,592 -2,334	-2%	-$46.6K	0.02%	757
2022 Q4	$1.93M	Sell	96,926 -3,631	-4%	-$72.3K	0.02%	726
2022 Q3	$1.99M	Sell	100,557 -13,713	-12%	-$274K	0.04%	460
2022 Q2	$2.28M	Buy	114,270 +32,521	+40%	+$649K	0.04%	483
2022 Q1	$1.63M	Buy	81,749 +8,888	+12%	+$178K	0.02%	635
2021 Q4	$1.47M	Sell	72,861 -4,429	-6%	-$89.3K	0.02%	660
2021 Q3	$1.56M	Buy	77,290 +12,705	+20%	+$256K	0.02%	613
2021 Q2	$1.3M	Buy	64,585 +18,141	+39%	+$366K	0.02%	678
2021 Q1	$938K	Buy	46,444 +4,909	+12%	+$99.1K	0.02%	696
2020 Q4	$838K	Buy	+41,535	New	+$837K	0.02%	737
2020 Q1	–	Sell	-22,780	Closed	-$458K	–	578
2019 Q4	$458K	Buy	22,780 +855	+4%	+$17.2K	0.05%	357
2019 Q3	$441K	Buy	+21,925	New	+$441K	0.05%	328

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

Cetera Investment Advisers's FUMB Position: Q2 2026 in Review

Cetera Investment Advisers reduced its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 2.9% in Q2 2026, selling an estimated $52.7K and leaving 89,304 shares worth $1.79M. The position accounts for ﹤0.01% of the portfolio, ranked #2475.

Cetera Investment Advisers first reported a position in FUMB in Q3 2019 and has held it in 25 quarters since. The position peaked at $2.28M in Q2 2022. 85 funds tracked by Wall St. Rank hold FUMB as of Q2 2026.

Cetera Investment Advisers held 89,304 shares of First Trust Ultra Short Duration Municipal ETF worth $1.79M as of Q2 2026.
Cetera Investment Advisers sold 2,627 First Trust Ultra Short Duration Municipal ETF shares in Q2 2026, an estimated $52.7K.
First Trust Ultra Short Duration Municipal ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2475 holding.
Cetera Investment Advisers first reported a position in First Trust Ultra Short Duration Municipal ETF in Q3 2019 and has held it in 25 quarters since.
Cetera Investment Advisers's First Trust Ultra Short Duration Municipal ETF position peaked at $2.28M in Q2 2022.
85 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.