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 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 $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Csenge Advisory Group's FUMB Position: Q1 2026 in Review

Csenge Advisory Group sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q1 2026, closing a stake of 11,500 shares — an estimated $231K sold.

Csenge Advisory Group first reported a position in FUMB in Q2 2023 and held it in 11 quarters. The position peaked at $823K in Q2 2025. 88 funds tracked by Wall St. Rank hold FUMB as of Q1 2026.

Csenge Advisory Group reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q1 2026 after selling out during the quarter.
Csenge Advisory Group sold 11,500 First Trust Ultra Short Duration Municipal ETF shares in Q1 2026, an estimated $231K.
Csenge Advisory Group first reported a position in First Trust Ultra Short Duration Municipal ETF in Q2 2023 and held it in 11 quarters.
Csenge Advisory Group's First Trust Ultra Short Duration Municipal ETF position peaked at $823K in Q2 2025.
88 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2026.

Based on Csenge Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.