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First Trust Ultra Short Duration Municipal ETF
FUMB

Overview Fund Activity

41 hedge funds and large institutions have $62.3M invested in First Trust Ultra Short Duration Municipal ETF in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 27 increasing their positions, 6 reducing their positions, and 8 closing their positions.

Holders
41
Holders Change
-5
Holders Change %
-10.87%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
3
Increased
27
Reduced
6
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$9.01M
2
APWM
2
Atlas Private Wealth Management
New York
$5.58M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$9.73M
4
RJA
4
Raymond James & Associates
Florida
$4.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.75M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.38M
2
Stifel Financial
2
Stifel Financial
Missouri
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$5.14M
4
AC
4
Avestar Capital
New York
$0
5
1IA
5
1834 Investment Advisors
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BFG
26
Barber Financial Group
Kansas
$457K 22,617 – –
AFP
27
Ausdal Financial Partners
Iowa
$411K 20,365 +9,908 +95%
JCM
28
Jacobi Capital Management
Pennsylvania
$378K 18,718 +2,521 +16%
KIG
29
Kowal Investment Group
Wisconsin
$345K 17,072 -1,441 -8%
MSFS
30
Main Street Financial Solutions
Pennsylvania
$283K 14,000 – –
MFS
31
McNamara Financial Services
Massachusetts
$279K 13,822 – –
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$220K 10,900 +10,900 New
BFEC
33
Benjamin F. Edwards & Company
Missouri
$181K 8,963 +3,030 +51%
UBS Group
34
UBS Group
Switzerland
$129K 6,399 +3,327 +108%
HI
35
Harbour Investments
Wisconsin
$66K 3,276 +3,276 New
TAM
36
Tucker Asset Management
Colorado
$30.3K 1,501 +256 +21%
IA
37
IFP Advisors
Florida
$30K 1,500 – –
PFGIA
38
Patriot Financial Group Insurance Agency
Massachusetts
$29K 1,452 +120 +9%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$21K 1,065 +1 +0.1%
VRM
40
Vectors Research Management
New York
$17K 818 +244 +43%
Stifel Financial
41
Stifel Financial
Missouri
– – -52,432 Closed
AC
42
Avestar Capital
New York
– – -25,000 Closed
1IA
43
1834 Investment Advisors
Wisconsin
– – -19,800 Closed
PIA
44
Perennial Investment Advisors
California
– – -10,214 Closed
Fisher Asset Management
45
Fisher Asset Management
Washington
– – -10,000 Closed
DFA
46
DHJJ Financial Advisors
Illinois
– – -9,950 Closed
NFG
47
Next Financial Group
Texas
– – -9,500 Closed
FPS
48
Fieldpoint Private Securities
Connecticut
– – -30 Closed
Wells Fargo
49
Wells Fargo
California
$0 1 -1 -50%
CFGS
50
Concourse Financial Group Securities
Alabama
– – – –
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