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First Trust Ultra Short Duration Municipal ETF
FUMB

Overview Fund Activity

94 hedge funds and large institutions have $178M invested in First Trust Ultra Short Duration Municipal ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 26 increasing their positions, 34 reducing their positions, and 13 closing their positions.

Holders
94
Holders Change
+5
Holders Change %
+5.62%
% of All Funds
1.38%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
26
Reduced
34
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$48.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.23M
3
UBS Group
3
UBS Group
Switzerland
$4.81M
4
MWM
4
Modern Wealth Management
Kansas
$1.98M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.04M

Top Sellers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$9.01M
2
APWM
2
Atlas Private Wealth Management
New York
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$5.07M
4
LPL Financial
4
LPL Financial
California
$16.2M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ATPW
26
Ashton Thomas Private Wealth
Arizona
$1.24M 61,817 -11,196 -15%
WWWM
27
White Wing Wealth Management
Texas
$1.24M 61,745 +61,745 New
BFG
28
Bleakley Financial Group
New Jersey
$1.15M 57,209 – –
SS
29
Simplicity Solutions
Minnesota
$1.15M 57,209 – –
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$1.04M 51,840 +21,696 +72%
VWA
31
Visionary Wealth Advisors
Illinois
$1.01M 50,327 -2,904 -5%
WIM
32
Westside Investment Management
California
$1M 50,000 – –
MP
33
McDonald Partners
Ohio
$983K 49,000 – –
RJA
34
Raymond James & Associates
Florida
$903K 45,000 -14,690 -25%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$894K 44,544 -5,622 -11%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$877K 43,725 -4,040 -8%
Wells Fargo
37
Wells Fargo
California
$797K 39,719 +23,999 +153%
EH
38
Equitable Holdings
New York
$756K 37,675 +150 +0.4%
SI
39
Stephens Inc
Arkansas
$712K 35,516 – –
TCOO
40
Trust Company of Oklahoma
Oklahoma
$695K 34,625 – –
CA
41
Cetera Advisors
Colorado
$693K 34,568 +23,451 +211%
SPIA
42
Steward Partners Investment Advisory
New York
$640K 31,881 -18,250 -36%
FTUS
43
Flow Traders U.S.
New York
$623K 31,041 +31,041 New
Comerica Bank
44
Comerica Bank
Texas
$622K 31,000 +1,765 +6%
OAM
45
Occidental Asset Management
California
$587K 29,259 -623 -2%
Envestnet Portfolio Solutions
46
Envestnet Portfolio Solutions
Illinois
$586K 29,213 -8,752 -23%
CCM
47
Chilton Capital Management
Texas
$502K 25,018 – –
CAG
48
Csenge Advisory Group
Florida
$502K 25,000 – –
Stifel Financial
49
Stifel Financial
Missouri
$495K 24,656 -28,726 -54%
OPOWM
50
One Plus One Wealth Management
Florida
$489K 24,394 +425 +2%
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