FUMB icon

First Trust Ultra Short Duration Municipal ETF
FUMB

Overview Fund Activity

85 hedge funds and large institutions have $145M invested in First Trust Ultra Short Duration Municipal ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 26 reducing their positions, and 9 closing their positions.

Holders
85
Holders Change
+4
Holders Change %
+4.94%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
31
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
XF
1
XML Financial
Maryland
$9.68M
2
Morgan Stanley
2
Morgan Stanley
New York
$16.1M
3
Truist Financial
3
Truist Financial
North Carolina
$2.4M
4
KPWS
4
Kestra Private Wealth Services
Texas
$1.38M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.52M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$3.49M
2
GA
2
GSG Advisors
New Jersey
$325K
3
NW
3
Naviter Wealth
Arkansas
$0
4
VWA
4
Visionary Wealth Advisors
Illinois
$0
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1.13M 56,807 +5,843 +11%
PAG
27
Private Advisor Group
New Jersey
$1.02M 50,894 -6,135 -11%
ATPW
28
Ashton Thomas Private Wealth
Arizona
$983K 48,901 – –
HI
29
Harbour Investments
Wisconsin
$927K 46,097 +37,547 +439%
MP
30
McDonald Partners
Ohio
$874K 43,500 -2,000 -4%
WCM
31
WealthBridge Capital Management
Ohio
$843K 41,926 +3,001 +8%
SI
32
Stephens Inc
Arkansas
$836K 41,611 – –
CAG
33
Csenge Advisory Group
Florida
$823K 41,000 +12,000 +41%
WIM
34
Westside Investment Management
California
$804K 40,000 -10,000 -20%
Envestnet Portfolio Solutions
35
Envestnet Portfolio Solutions
Illinois
$798K 39,703 +15,285 +63%
PFS
36
Prospera Financial Services
Texas
$788K 39,187 -68 -0.2%
MWM
37
Modern Wealth Management
Kansas
$743K 36,955 -1,445 -4%
OPOWM
38
One Plus One Wealth Management
Florida
$603K 30,011 +14,423 +93%
CIAS
39
Capital Investment Advisory Services
North Carolina
$589K 29,321 +2,009 +7%
CWA
40
Crux Wealth Advisors
California
$481K 23,926 +178 +0.7%
IAIM
41
International Assets Investment Management
Florida
$452K 22,500 +22,500 New
CAL
42
Capital Analysts LLC
Pennsylvania
$441K 21,963 +18,388 +514%
Goldman Sachs
43
Goldman Sachs
New York
$437K 21,735 +21,735 New
OAM
44
Occidental Asset Management
California
$416K 20,700 +2,000 +11%
DAS
45
Dynamic Advisor Solutions
Arizona
$389K 19,340 -1,113 -5%
FFA
46
Farther Finance Advisors
California
$371K 18,460 +18,460 New
US Bancorp
47
US Bancorp
Minnesota
$340K 16,919 +16,919 New
GA
48
GSG Advisors
New Jersey
$325K 16,145 -35,874 -69%
MML Investors Services
49
MML Investors Services
Massachusetts
$324K 16,127 -391 -2%
TCM
50
TD Capital Management
Tennessee
$324K 16,107 – –
1
2
3 4