CI
FUMB icon

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

VPWL
VAQUERO PRIVATE WEALTH, LTD Dallas, Texas $486M AUM
WWWM
White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return
MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $149M AUM
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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. 11 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.
  • 11 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.