Cetera Investment Advisers
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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
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

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

Cetera Investment Advisers's FUMB Position: Q1 2026 in Review

Cetera Investment Advisers increased its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 1.6% in Q1 2026, buying an estimated $30K and bringing the position to 91,931 shares worth $1.84M. The position accounts for ﹤0.01% of the portfolio, ranked #2350.

Cetera Investment Advisers first reported a position in FUMB in Q3 2019 and has held it in 24 quarters since. The position peaked at $2.28M in Q2 2022. 88 funds tracked by Wall St. Rank hold FUMB as of Q1 2026.

  • Cetera Investment Advisers held 91,931 shares of First Trust Ultra Short Duration Municipal ETF worth $1.84M as of Q1 2026.
  • Cetera Investment Advisers bought 1,491 First Trust Ultra Short Duration Municipal ETF shares in Q1 2026, an estimated $30K.
  • First Trust Ultra Short Duration Municipal ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2350 holding.
  • Cetera Investment Advisers first reported a position in First Trust Ultra Short Duration Municipal ETF in Q3 2019 and has held it in 24 quarters since.
  • Cetera Investment Advisers's First Trust Ultra Short Duration Municipal ETF position peaked at $2.28M in Q2 2022.
  • 88 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.