CX Institutional
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CX Institutional’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

CX Institutional’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 		$47K Buy
2,363
+16
+0.7% +$321 ﹤0.01% 1026
2026
Q2 		$47K Buy
2,347
+16
+0.7% +$321 ﹤0.01% 992
2026
Q1 		$47K Buy
2,331
+16
+0.7% +$322 ﹤0.01% 984
2025
Q4 		$46K Buy
2,315
+16
+0.7% +$321 ﹤0.01% 985
2025
Q3 		$46K Buy
2,299
+5
+0.2% +$101 ﹤0.01% 957
2025
Q2 		$46K Hold
2,294
– – ﹤0.01% 864
2025
Q1 		$46K Buy
+2,294
New +$46.1K ﹤0.01% 844

Other funds holding FUMB

SCFS
Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 1-Year Est. Return
Inspirion Wealth Advisors
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

CX Institutional's FUMB Position: Q3 2026 in Review

CX Institutional increased its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 0.68% in Q3 2026, buying an estimated $321 and bringing the position to 2,363 shares worth $47K. The position accounts for ﹤0.01% of the portfolio, ranked #1026.

CX Institutional first reported a position in FUMB in Q1 2025 and has held it in 7 quarters since. 9 funds tracked by Wall St. Rank hold FUMB as of Q3 2026.

  • CX Institutional held 2,363 shares of First Trust Ultra Short Duration Municipal ETF worth $47K as of Q3 2026.
  • CX Institutional bought 16 First Trust Ultra Short Duration Municipal ETF shares in Q3 2026, an estimated $321.
  • First Trust Ultra Short Duration Municipal ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1026 holding.
  • CX Institutional first reported a position in First Trust Ultra Short Duration Municipal ETF in Q1 2025 and has held it in 7 quarters since.
  • 9 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.