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First Trust Ultra Short Duration Municipal ETF
FUMB

Overview Fund Activity

84 hedge funds and large institutions have $211M invested in First Trust Ultra Short Duration Municipal ETF in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 25 reducing their positions, and 10 closing their positions.

Holders
84
Holders Change
+7
Holders Change %
+9.09%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
19
Increased
32
Reduced
25
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$39.5M
2
SWP
2
Stratos Wealth Partners
Ohio
$7.31M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.54M
4
MFG
4
Mainsail Financial Group
Washington
$3.61M
5
NA
5
NewEdge Advisors
Louisiana
$7.77M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$24.8M
2
SAM
2
Strategy Asset Managers
California
$0
3
Jane Street
3
Jane Street
New York
$585K
4
APWM
4
Atlas Private Wealth Management
New York
$5.86M
5
AFP
5
Ausdal Financial Partners
Iowa
$528K
Name Market Value Shares Shares
Change 		Shares
Change %
JIR
26
James Investment Research
Ohio
$1.48M 74,068 +32,838 +80%
MWM
27
Mattern Wealth Management
Kansas
$1.44M 71,981 – –
MP
28
McDonald Partners
Ohio
$1.3M 65,050 +38,550 +145%
FA
29
Fiduciary Alliance
South Carolina
$1.22M 61,059 +61,059 New
CAN
30
Cetera Advisor Networks
California
$1.18M 59,270 +41,575 +235%
BFG
31
Bleakley Financial Group
New Jersey
$1.18M 59,161 +59,161 New
KAS
32
Kestra Advisory Services
Texas
$1.08M 54,312 -24,659 -31%
IIL
33
Insight Inv LLC
California
$905K 45,370 – –
EH
34
Equitable Holdings
New York
$739K 37,050 -2,280 -6%
Stifel Financial
35
Stifel Financial
Missouri
$704K 35,287 +35,287 New
Truist Financial
36
Truist Financial
North Carolina
$679K 34,050 -14,406 -30%
TC
37
Titleist Capital
Texas
$668K 33,495 +6,187 +23%
RJT
38
Raymond James Trust
Florida
$649K 32,554 – –
AAS
39
Ameritas Advisory Services
Nebraska
$610K 30,575 +30,575 New
FAIM
40
Financial Advocates Investment Management
Washington
$602K 30,186 -984 -3%
Jane Street
41
Jane Street
New York
$585K 29,318 -88,130 -75%
TCOO
42
Trust Company of Oklahoma
Oklahoma
$570K 28,589 +28,589 New
SPC
43
Sigma Planning Corp
Michigan
$546K 27,381 +4,132 +18%
AFP
44
Ausdal Financial Partners
Iowa
$528K 26,454 -34,100 -56%
HSG
45
Helen Stephens Group
Texas
$503K 25,221 +25,221 New
CCM
46
Chilton Capital Management
Texas
$499K 25,018 – –
DAS
47
Dynamic Advisor Solutions
Arizona
$489K 24,488 +6,262 +34%
SCA
48
Snowden Capital Advisors
New York
$468K 23,448 -23,662 -50%
SPIA
49
Steward Partners Investment Advisory
New York
$463K 23,231 +5,731 +33%
VCM
50
Virtue Capital Management
Tennessee
$454K 22,742 +5,038 +28%
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