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First Trust Ultra Short Duration Municipal ETF
FUMB

Overview Fund Activity

48 hedge funds and large institutions have $102M invested in First Trust Ultra Short Duration Municipal ETF in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 8 closing their positions.

Holders
48
Holders Change
+3
Holders Change %
+6.67%
% of All Funds
0.74%
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
11
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$7.73M
2
Morgan Stanley
2
Morgan Stanley
New York
$15.6M
3
IIL
3
Insight Inv LLC
California
$915K
4
LPL Financial
4
LPL Financial
California
$11.3M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$561K

Top Sellers

1
SAM
1
Strategy Asset Managers
California
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.89M
3
Jane Street
3
Jane Street
New York
$0
4
SWP
4
Stratos Wealth Partners
Ohio
$418K
5
WWM
5
Wagner Wealth Management
South Carolina
$372K
Name Market Value Shares Shares
Change 		Shares
Change %
NA
26
NewEdge Advisors
Louisiana
$452K 22,421 -11,434 -34%
LNC
27
Lincoln National Corp
Pennsylvania
$429K 21,257 +9,330 +78%
JCM
28
Jacobi Capital Management
Pennsylvania
$427K 21,200 +7 +0%
BFG
29
Barber Financial Group
Kansas
$421K 20,872 -650 -3%
SWP
30
Stratos Wealth Partners
Ohio
$418K 20,738 -34,930 -63%
WWM
31
Wagner Wealth Management
South Carolina
$372K 18,439 -23,514 -56%
SWA
32
Stratos Wealth Advisors
Ohio
$348K 17,239 – –
KIG
33
Kowal Investment Group
Wisconsin
$311K 15,410 -984 -6%
OMC
34
Old Mission Capital
Illinois
$296K 14,701 +14,701 New
MFS
35
McNamara Financial Services
Massachusetts
$279K 13,822 – –
AWM
36
AE Wealth Management
Kansas
$251K 12,440 +12,440 New
DAS
37
Dynamic Advisor Solutions
Arizona
$228K 11,303 +11,303 New
SSWM
38
Sheets Smith Wealth Management
North Carolina
$202K 10,000 +10,000 New
5L
39
55I LLC
Massachusetts
$200K 9,925 +9,925 New
M1FG
40
Mach-1 Financial Group
Arkansas
$153K 7,632 +7,632 New
BFEC
41
Benjamin F. Edwards & Company
Missouri
$131K 6,475 – –
HI
42
Harbour Investments
Wisconsin
$85K 4,193 +173 +4%
CFCI
43
Comprehensive Financial Consultants Institutional
Indiana
$83K 4,162 +4,162 New
VRM
44
Vectors Research Management
New York
$75K 3,696 +26 +0.7%
IA
45
IFP Advisors
Florida
$30K 1,500 – –
PFGIA
46
Patriot Financial Group Insurance Agency
Massachusetts
$17K 865 – –
SAM
47
Strategy Asset Managers
California
– – -187,000 Closed
Jane Street
48
Jane Street
New York
– – -48,544 Closed
PIA
49
Perennial Investment Advisors
California
– – -16,608 Closed
BCA
50
Bay Colony Advisors
Massachusetts
– – -15,711 Closed
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