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First Trust Ultra Short Duration Municipal ETF
FUMB

Overview Fund Activity

90 hedge funds and large institutions have $208M invested in First Trust Ultra Short Duration Municipal ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 35 reducing their positions, and 7 closing their positions.

Holders
90
Holders Change
+6
Holders Change %
+7.14%
% of All Funds
1.44%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
32
Reduced
35
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
1
Flow Traders U.S.
New York
$4.03M
2
Jane Street
2
Jane Street
New York
$4.6M
3
NP
3
Nilsine Partners
Colorado
$3.89M
4
HI
4
Harbour Investments
Wisconsin
$1.42M
5
APWM
5
Atlas Private Wealth Management
New York
$7.17M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$29.4M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.28M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.48M
4
KA
4
Kovack Advisors
Florida
$1.75M
5
PAG
5
Private Advisor Group
New Jersey
$1.92M
Name Market Value Shares Shares
Change 		Shares
Change %
KA
26
Kovack Advisors
Florida
$1.75M 87,500 -64,500 -42%
KPWS
27
Kestra Private Wealth Services
Texas
$1.67M 83,642 +411 +0.5%
KAS
28
Kestra Advisory Services
Texas
$1.6M 80,015 +25,703 +47%
MWM
29
Mattern Wealth Management
Kansas
$1.55M 77,816 +5,835 +8%
JIR
30
James Investment Research
Ohio
$1.48M 74,068 – –
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$1.48M 74,027 -85,562 -54%
HI
32
Harbour Investments
Wisconsin
$1.42M 71,254 +66,071 +1,275%
MP
33
McDonald Partners
Ohio
$1.35M 67,550 +2,500 +4%
FA
34
Fiduciary Alliance
South Carolina
$1.32M 66,238 +5,179 +8%
BFG
35
Bleakley Financial Group
New Jersey
$1.14M 57,209 -1,952 -3%
SS
36
Simplicity Solutions
Minnesota
$1.14M 57,209 +57,209 New
CAN
37
Cetera Advisor Networks
California
$1.01M 50,791 -8,479 -14%
SPIA
38
Steward Partners Investment Advisory
New York
$981K 49,131 +25,900 +111%
SPC
39
Sigma Planning Corp
Michigan
$926K 46,360 +18,979 +69%
EH
40
Equitable Holdings
New York
$743K 37,225 +175 +0.5%
TAM
41
Titleist Asset Management
Texas
$689K 34,492 +34,492 New
Stifel Financial
42
Stifel Financial
Missouri
$619K 31,019 -4,268 -12%
RJT
43
Raymond James Trust
Florida
$605K 30,315 -2,239 -7%
TCOO
44
Trust Company of Oklahoma
Oklahoma
$576K 28,841 +252 +0.9%
IIL
45
Insight Inv LLC
California
$522K 26,170 -19,200 -42%
HSG
46
Helen Stephens Group
Texas
$504K 25,266 +45 +0.2%
CCM
47
Chilton Capital Management
Texas
$499K 25,018 – –
NFG
48
Nations Financial Group
Iowa
$484K 24,267 +6,000 +33%
AAS
49
Avantax Advisory Services
Texas
$483K 24,198 +5,317 +28%
AFP
50
Ausdal Financial Partners
Iowa
$459K 23,003 -3,451 -13%
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