Csenge Advisory Group’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Csenge Advisory Group’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 Q3	$200K	Buy	+10,028	New	+$201K	0.01%	726
2026 Q1	–	Sell	-11,500	Closed	-$231K	–	773
2025 Q4	$231K	Sell	11,500 -23,500	-67%	-$472K	0.01%	654
2025 Q3	$704K	Sell	35,000 -6,000	-15%	-$121K	0.03%	368
2025 Q2	$823K	Buy	41,000 +12,000	+41%	+$241K	0.04%	309
2025 Q1	$581K	Hold	29,000	–	–	0.03%	365
2024 Q4	$583K	Buy	29,000 +1,000	+4%	+$20.1K	0.03%	385
2024 Q3	$564K	Buy	28,000 +3,000	+12%	+$60.4K	0.03%	394
2024 Q2	$502K	Hold	25,000	–	–	0.03%	401
2024 Q1	$501K	Hold	25,000	–	–	0.03%	432
2023 Q4	$502K	Hold	25,000	–	–	0.03%	406
2023 Q3	$498K	Hold	25,000	–	–	0.03%	370
2023 Q2	$500K	Buy	+25,000	New	+$499K	0.03%	379

Other funds holding FUMB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

GSG Advisors Mount Laurel, New Jersey $473M AUM 18.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Vaquero Private Wealth Dallas, Texas $477M AUM

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Csenge Advisory Group's FUMB Position: Q3 2026 in Review

Csenge Advisory Group opened a new position in First Trust Ultra Short Duration Municipal ETF (FUMB) in Q3 2026: 10,028 shares worth $200K. The stake represents 0.01% of the portfolio and ranks #726 among its holdings. This is a return to the name: Csenge Advisory Group previously reported a position in FUMB as recently as Q4 2025.

Csenge Advisory Group first reported a position in FUMB in Q2 2023 and has held it in 12 quarters since. The position peaked at $823K in Q2 2025. 54 funds tracked by Wall St. Rank hold FUMB as of Q3 2026.

Csenge Advisory Group held 10,028 shares of First Trust Ultra Short Duration Municipal ETF worth $200K as of Q3 2026.
First Trust Ultra Short Duration Municipal ETF was a new Csenge Advisory Group position in Q3 2026.
First Trust Ultra Short Duration Municipal ETF made up 0.01% of Csenge Advisory Group's portfolio in Q3 2026, its #726 holding.
Csenge Advisory Group first reported a position in First Trust Ultra Short Duration Municipal ETF in Q2 2023 and has held it in 12 quarters since.
Csenge Advisory Group's First Trust Ultra Short Duration Municipal ETF position peaked at $823K in Q2 2025.
54 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q3 2026.

Based on Csenge Advisory Group's 13F filing for Q3 2026, filed 4 Nov 2026.