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First Trust Ultra Short Duration Municipal ETF
FUMB

Overview Fund Activity

81 hedge funds and large institutions have $142M invested in First Trust Ultra Short Duration Municipal ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 31 reducing their positions, and 7 closing their positions.

Holders
81
Holders Change
-2
Holders Change %
-2.41%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
27
Reduced
31
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$17.4M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.88M
3
SA
3
Sanctuary Advisors
Indiana
$1.53M
4
Stifel Financial
4
Stifel Financial
Missouri
$1.78M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.46M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$3.13M
2
Jane Street
2
Jane Street
New York
$1.29M
3
NA
3
NewEdge Advisors
Louisiana
$12.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$22.2M
5
FTUS
5
Flow Traders U.S.
New York
$636K
Name Market Value Shares Shares
Change 		Shares
Change %
NW
26
Naviter Wealth
Arkansas
$1.22M 61,035 -7 -0%
GA
27
GSG Advisors
New Jersey
$1.2M 59,612 +354 +0.6%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$1.17M 58,457 +26,071 +81%
ATPW
29
Ashton Thomas Private Wealth
Arizona
$1.12M 55,811 -6,006 -10%
WIM
30
Westside Investment Management
California
$1M 50,000 – –
RJA
31
Raymond James & Associates
Florida
$954K 47,569 +5,799 +14%
MWM
32
Mattern Wealth Management
Kansas
$949K 47,304 -15,000 -24%
MP
33
McDonald Partners
Ohio
$913K 45,500 -3,500 -7%
SI
34
Stephens Inc
Arkansas
$712K 35,516 – –
TCOO
35
Trust Company of Oklahoma
Oklahoma
$695K 34,625 – –
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$665K 33,139 -8,988 -21%
FTUS
37
Flow Traders U.S.
New York
$636K 31,716 -60,859 -66%
EH
38
Equitable Holdings
New York
$634K 31,625 -450 -1%
SPIA
39
Steward Partners Investment Advisory
New York
$589K 29,366 -500 -2%
Envestnet Portfolio Solutions
40
Envestnet Portfolio Solutions
Illinois
$583K 29,056 +265 +0.9%
VWA
41
Visionary Wealth Advisors
Illinois
$546K 27,204 +523 +2%
CCM
42
Chilton Capital Management
Texas
$502K 25,018 – –
CAG
43
Csenge Advisory Group
Florida
$502K 25,000 – –
Comerica Bank
44
Comerica Bank
Texas
$495K 24,680 -159 -0.6%
DAS
45
Dynamic Advisor Solutions
Arizona
$485K 24,201 -575 -2%
VCM
46
Virtue Capital Management
Tennessee
$457K 22,742 – –
CIAS
47
Capital Investment Advisory Services
North Carolina
$442K 22,034 +2,507 +13%
OPOWM
48
One Plus One Wealth Management
Florida
$439K 21,885 -1,762 -7%
IIL
49
Insight Inv LLC
California
$402K 20,050 – –
OAM
50
Occidental Asset Management
California
$390K 19,450 -4,058 -17%
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