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First Trust Ultra Short Duration Municipal ETF
FUMB

Overview Fund Activity

87 hedge funds and large institutions have $147M invested in First Trust Ultra Short Duration Municipal ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 28 reducing their positions, and 4 closing their positions.

Holders
87
Holders Change
+9
Holders Change %
+11.54%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
30
Reduced
28
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$5.07M
2
IAA
2
Independent Advisor Alliance
North Carolina
$3.92M
3
KAS
3
Kestra Advisory Services
Texas
$6.7M
4
SNWA
4
Siligmueller & Norvid Wealth Advisors
Illinois
$1.63M
5
Jane Street
5
Jane Street
New York
$2.18M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$17.4M
2
LPL Financial
2
LPL Financial
California
$17.8M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
UBS Group
4
UBS Group
Switzerland
$747K
5
MWM
5
Modern Wealth Management
Kansas
$912K
Name Market Value Shares Shares
Change 		Shares
Change %
WIM
26
Westside Investment Management
California
$1M 50,000 – –
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$1M 49,802 -7,756 -13%
ATPW
28
Ashton Thomas Private Wealth
Arizona
$982K 48,901 -249 -0.5%
MWM
29
Mattern Wealth Management
Kansas
$924K 45,971 -1,333 -3%
MP
30
McDonald Partners
Ohio
$914K 45,500 – –
MWM
31
Modern Wealth Management
Kansas
$912K 45,410 -26,416 -37%
SI
32
Stephens Inc
Arkansas
$836K 41,611 – –
NW
33
Naviter Wealth
Arkansas
$811K 40,375 +4,398 +12%
UBS Group
34
UBS Group
Switzerland
$747K 37,180 -31,548 -46%
PFS
35
Prospera Financial Services
Texas
$703K 34,992 +3,013 +9%
TCOO
36
Trust Company of Oklahoma
Oklahoma
$696K 34,625 – –
FTUS
37
Flow Traders U.S.
New York
$694K 34,553 +23,828 +222%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$677K 33,676 +14 +0%
WCM
39
WealthBridge Capital Management
Ohio
$621K 30,925 +5,626 +22%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$608K 30,245 +5,545 +22%
VWA
41
Visionary Wealth Advisors
Illinois
$587K 29,232 +1,613 +6%
CAG
42
Csenge Advisory Group
Florida
$583K 29,000 +1,000 +4%
IIL
43
Insight Inv LLC
California
$568K 28,275 +9,475 +50%
CIAS
44
Capital Investment Advisory Services
North Carolina
$538K 26,802 +1,459 +6%
CWP
45
Core Wealth Partners
California
$507K 25,231 +1,200 +5%
EH
46
Equitable Holdings
New York
$489K 24,350 -7,100 -23%
Envestnet Portfolio Solutions
47
Envestnet Portfolio Solutions
Illinois
$452K 22,503 -7,141 -24%
IAIM
48
International Assets Investment Management
Florida
$452K 22,500 +22,500 New
Comerica Bank
49
Comerica Bank
Texas
$448K 22,292 -3,229 -13%
OAM
50
Occidental Asset Management
California
$366K 18,200 -1,250 -6%
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