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First Trust Ultra Short Duration Municipal ETF
FUMB

Overview Fund Activity

87 hedge funds and large institutions have $192M invested in First Trust Ultra Short Duration Municipal ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 32 reducing their positions, and 14 closing their positions.

Holders
87
Holders Change
-3
Holders Change %
-3.33%
% of All Funds
1.37%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
26
Reduced
32
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$22.7M
2
Jane Street
2
Jane Street
New York
$12M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.19M
4
NW
4
Naviter Wealth
Arkansas
$1.73M
5
VWA
5
Visionary Wealth Advisors
Illinois
$1.2M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$1.15M
2
SWP
2
Stratos Wealth Partners
Ohio
$0
3
LPL Financial
3
LPL Financial
California
$19.2M
4
RJA
4
Raymond James & Associates
Florida
$1.21M
5
Morgan Stanley
5
Morgan Stanley
New York
$25.5M
Name Market Value Shares Shares
Change 		Shares
Change %
MP
26
McDonald Partners
Ohio
$1.4M 69,900 +2,350 +3%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.34M 67,093 -29,276 -30%
FTUS
28
Flow Traders U.S.
New York
$1.26M 63,105 -138,830 -69%
RJA
29
Raymond James & Associates
Florida
$1.21M 60,544 -218,565 -78%
VWA
30
Visionary Wealth Advisors
Illinois
$1.2M 59,932 +59,932 New
HighTower Advisors
31
HighTower Advisors
Illinois
$1.15M 57,410 -1,004,823 -95%
BFG
32
Bleakley Financial Group
New Jersey
$1.14M 57,209 – –
SS
33
Simplicity Solutions
Minnesota
$1.14M 57,209 – –
WIM
34
Westside Investment Management
California
$999K 50,000 +50,000 New
SPIA
35
Steward Partners Investment Advisory
New York
$982K 49,131 – –
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$957K 47,906 -26,121 -35%
SPC
37
Sigma Planning Corp
Michigan
$956K 47,847 +1,487 +3%
Stifel Financial
38
Stifel Financial
Missouri
$899K 44,999 +13,980 +45%
EH
39
Equitable Holdings
New York
$753K 37,700 +475 +1%
TAM
40
Titleist Asset Management
Texas
$710K 35,551 +1,059 +3%
SI
41
Stephens Inc
Arkansas
$710K 35,516 +35,516 New
KPWS
42
Kestra Private Wealth Services
Texas
$680K 34,045 -49,597 -59%
TCOO
43
Trust Company of Oklahoma
Oklahoma
$576K 28,841 – –
FAIM
44
Financial Advocates Investment Management
Washington
$570K 28,536 +5,718 +25%
OAM
45
Occidental Asset Management
California
$525K 26,288 +7,402 +39%
Citadel Advisors
46
Citadel Advisors
Florida
$525K 26,265 +26,265 New
IIL
47
Insight Inv LLC
California
$523K 26,170 – –
CCM
48
Chilton Capital Management
Texas
$500K 25,018 – –
CAG
49
Csenge Advisory Group
Florida
$500K 25,000 +25,000 New
AAS
50
Avantax Advisory Services
Texas
$495K 24,779 +581 +2%
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