Citadel Advisors
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Citadel Advisors’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Citadel 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
Q1 		$833K Buy
41,537
+24,515
+144% +$493K ﹤0.01% 8079
2025
Q4 		$341K Sell
17,022
-9,562
-36% -$192K ﹤0.01% 9855
2025
Q3 		$534K Buy
+26,584
New +$535K ﹤0.01% 8968
2025
Q2 		– Sell
-10,824
Closed -$218K – 13389
2025
Q1 		$218K Buy
+10,824
New +$218K ﹤0.01% 10295
2024
Q2 		– Sell
-21,272
Closed -$426K – 14653
2024
Q1 		$426K Buy
+21,272
New +$427K ﹤0.01% 8730
2023
Q3 		– Sell
-26,265
Closed -$525K – 14563
2023
Q2 		$525K Buy
+26,265
New +$524K ﹤0.01% 7835
2022
Q1 		– Sell
-383,601
Closed -$7.73M – 13928
2021
Q4 		$7.73M Buy
383,601
+305,081
+389% +$6.15M ﹤0.01% 3521
2021
Q3 		$1.58M Buy
+78,520
New +$1.59M ﹤0.01% 6951
2021
Q2 		– Sell
-23,923
Closed -$483K – 13922
2021
Q1 		$483K Sell
23,923
-10,912
-31% -$220K ﹤0.01% 9748
2020
Q4 		$703K Buy
34,835
+1,478
+4% +$29.8K ﹤0.01% 7490
2020
Q3 		$672K Buy
+33,357
New +$673K ﹤0.01% 6763
2019
Q4 		– Sell
-15,567
Closed -$313K – 9325
2019
Q3 		$313K Sell
15,567
-14,142
-48% -$284K ﹤0.01% 7486
2019
Q2 		$596K Sell
29,709
-15,384
-34% -$309K ﹤0.01% 6554
2019
Q1 		$904K Buy
+45,093
New +$904K ﹤0.01% 5765

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

Citadel Advisors's FUMB Position: Q1 2026 in Review

Citadel Advisors increased its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 144% in Q1 2026, buying an estimated $493K and bringing the position to 41,537 shares worth $833K. The position accounts for ﹤0.01% of the portfolio, ranked #8079.

Citadel Advisors first reported a position in FUMB in Q1 2019 and has held it in 14 quarters since. The position peaked at $7.73M in Q4 2021. 88 funds tracked by Wall St. Rank hold FUMB as of Q1 2026.

  • Citadel Advisors held 41,537 shares of First Trust Ultra Short Duration Municipal ETF worth $833K as of Q1 2026.
  • Citadel Advisors bought 24,515 First Trust Ultra Short Duration Municipal ETF shares in Q1 2026, an estimated $493K.
  • First Trust Ultra Short Duration Municipal ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #8079 holding.
  • Citadel Advisors first reported a position in First Trust Ultra Short Duration Municipal ETF in Q1 2019 and has held it in 14 quarters since.
  • Citadel Advisors's First Trust Ultra Short Duration Municipal ETF position peaked at $7.73M in Q4 2021.
  • 88 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.