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First Trust Ultra Short Duration Municipal ETF
FUMB

Overview Fund Activity

45 hedge funds and large institutions have $94.6M invested in First Trust Ultra Short Duration Municipal ETF in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
45
Holders Change
+6
Holders Change %
+15.38%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
19
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$1.59M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.58M
3
LPL Financial
3
LPL Financial
California
$10.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$10.1M
5
SMG
5
Spectrum Management Group
Indiana
$1.24M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$11.6M
2
LA
2
LexAurum Advisors
Kansas
$0
3
WCFA
3
Walkner Condon Financial Advisors
Wisconsin
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.7M
5
AFP
5
Ausdal Financial Partners
Iowa
$211K
Name Market Value Shares Shares
Change 		Shares
Change %
MSFS
26
Main Street Financial Solutions
Pennsylvania
$581K 28,800 – –
KWM
27
Kingsview Wealth Management
Oregon
$519K 25,750 +25,750 New
BFG
28
Barber Financial Group
Kansas
$434K 21,522 -1,095 -5%
JCM
29
Jacobi Capital Management
Pennsylvania
$427K 21,193 +761 +4%
SWA
30
Stratos Wealth Advisors
Ohio
$348K 17,239 -5,169 -23%
PIA
31
Perennial Investment Advisors
California
$334K 16,608 +16,608 New
KIG
32
Kowal Investment Group
Wisconsin
$331K 16,394 -982 -6%
BCA
33
Bay Colony Advisors
Massachusetts
$317K 15,711 +15,711 New
MFS
34
McNamara Financial Services
Massachusetts
$279K 13,822 – –
LNC
35
Lincoln National Corp
Pennsylvania
$241K 11,927 +11,927 New
QWM
36
Quaker Wealth Management
New Jersey
$217K 10,750 +10,750 New
AFP
37
Ausdal Financial Partners
Iowa
$211K 10,457 -11,780 -53%
MAG
38
MRA Advisory Group
New Jersey
$208K 10,314 +10,314 New
BFEC
39
Benjamin F. Edwards & Company
Missouri
$131K 6,475 -2,488 -28%
HI
40
Harbour Investments
Wisconsin
$81K 4,020 +744 +23%
VRM
41
Vectors Research Management
New York
$74K 3,670 +39 +1%
IA
42
IFP Advisors
Florida
$30K 1,500 – –
PFGIA
43
Patriot Financial Group Insurance Agency
Massachusetts
$17K 865 -587 -40%
UBS Group
44
UBS Group
Switzerland
$16K 772 +772 New
LA
45
LexAurum Advisors
Kansas
– – -35,393 Closed
WCFA
46
Walkner Condon Financial Advisors
Wisconsin
– – -31,453 Closed
T
47
TRUADVICE
Florida
– – -10,815 Closed
SB
48
Strategic Blueprint
Georgia
– – -2,499 Closed
Fidelity Investments
49
Fidelity Investments
Massachusetts
– – -1 Closed
FTUS
50
Flow Traders U.S.
New York
– – – –
1
2
3