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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GSG Advisors Mount Laurel, New Jersey $454M AUM 28.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

VPW

Vaquero Private Wealth Dallas, Texas $486M AUM

CX Institutional's FUMB Position: Q2 2026 in Review

CX Institutional increased its First Trust Ultra Short Duration Municipal ETF (FUMB) stake by 0.69% in Q2 2026, buying an estimated $321 and bringing the position to 2,347 shares worth $47K. The position accounts for ﹤0.01% of the portfolio, ranked #992.

CX Institutional first reported a position in FUMB in Q1 2025 and has held it in 6 quarters since. 85 funds tracked by Wall St. Rank hold FUMB as of Q2 2026.

CX Institutional held 2,347 shares of First Trust Ultra Short Duration Municipal ETF worth $47K as of Q2 2026.
CX Institutional bought 16 First Trust Ultra Short Duration Municipal ETF shares in Q2 2026, an estimated $321.
First Trust Ultra Short Duration Municipal ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #992 holding.
CX Institutional first reported a position in First Trust Ultra Short Duration Municipal ETF in Q1 2025 and has held it in 6 quarters since.
85 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.