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First Trust Ultra Short Duration Municipal ETF
FUMB

Overview Fund Activity

77 hedge funds and large institutions have $182M invested in First Trust Ultra Short Duration Municipal ETF in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
77
Holders Change
+11
Holders Change %
+16.67%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
30
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$29.7M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$20.9M
3
NA
3
NewEdge Advisors
Louisiana
$5.16M
4
SAM
4
Strategy Asset Managers
California
$3.73M
5
JWCA
5
J.W. Cole Advisors
Florida
$3.15M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$11.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.71M
3
SCA
3
Snowden Capital Advisors
New York
$933K
4
FTUS
4
Flow Traders U.S.
New York
$0
5
WCFA
5
Walkner Condon Financial Advisors
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BFG
26
Barber Financial Group
Kansas
$1.15M 57,790 +9,177 +19%
Truist Financial
27
Truist Financial
North Carolina
$960K 48,456 +23,456 +94%
SCA
28
Snowden Capital Advisors
New York
$933K 47,110 -44,126 -48%
IIL
29
Insight Inv LLC
California
$899K 45,370 +5,000 +12%
SWP
30
Stratos Wealth Partners
Ohio
$850K 42,862 +17,024 +66%
JIR
31
James Investment Research
Ohio
$817K 41,230 +41,230 New
HW
32
Hedeker Wealth
Illinois
$785K 39,649 -5,644 -12%
EH
33
Equitable Holdings
New York
$780K 39,330 – –
RJT
34
Raymond James Trust
Florida
$645K 32,554 – –
KWM
35
Kingsview Wealth Management
Oregon
$621K 31,335 +14,865 +90%
FAIM
36
Financial Advocates Investment Management
Washington
$618K 31,170 +7,248 +30%
TC
37
Titleist Capital
Texas
$541K 27,308 +27,308 New
MP
38
McDonald Partners
Ohio
$525K 26,500 +26,500 New
CCM
39
Chilton Capital Management
Texas
$496K 25,018 +25,018 New
SPC
40
Sigma Planning Corp
Michigan
$461K 23,249 +23,249 New
SPI
41
Sutton Place Investors
New York
$416K 21,000 +21,000 New
B
42
Bensler
Washington
$388K 19,587 +479 +3%
HAS
43
HBW Advisory Services
California
$371K 18,702 +18,702 New
NFG
44
Nations Financial Group
Iowa
$370K 18,667 +18,667 New
DADC
45
D.A. Davidson & Co
Montana
$363K 18,300 – –
DAS
46
Dynamic Advisor Solutions
Arizona
$361K 18,226 +6,076 +50%
VCM
47
Virtue Capital Management
Tennessee
$351K 17,704 – –
CAN
48
Cetera Advisor Networks
California
$351K 17,695 +31 +0.2%
APA
49
American Portfolios Advisors
New York
$350K 17,678 +10,001 +130%
SPIA
50
Steward Partners Investment Advisory
New York
$347K 17,500 – –
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