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First Trust Ultra Short Duration Municipal ETF
FUMB

Overview Fund Activity

81 hedge funds and large institutions have $131M invested in First Trust Ultra Short Duration Municipal ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 13 closing their positions.

Holders
81
Holders Change
-6
Holders Change %
-6.9%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
26
Reduced
26
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$11.5M
2
UBS Group
2
UBS Group
Switzerland
$3.85M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$5.43M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6.66M
5
IIL
5
Insight Inv LLC
California
$2.26M

Top Sellers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$2.31M
2
NP
2
Nilsine Partners
Colorado
$0
3
IAA
3
Independent Advisor Alliance
North Carolina
$0
4
KAS
4
Kestra Advisory Services
Texas
$2.95M
5
Morgan Stanley
5
Morgan Stanley
New York
$14M
Name Market Value Shares Shares
Change 		Shares
Change %
ATPW
26
Ashton Thomas Private Wealth
Arizona
$983K 48,901 – –
MP
27
McDonald Partners
Ohio
$914K 45,500 – –
SI
28
Stephens Inc
Arkansas
$836K 41,611 – –
PFS
29
Prospera Financial Services
Texas
$789K 39,255 +4,263 +12%
WCM
30
WealthBridge Capital Management
Ohio
$782K 38,925 +8,000 +26%
MWM
31
Modern Wealth Management
Kansas
$772K 38,400 -7,010 -15%
NW
32
Naviter Wealth
Arkansas
$680K 33,784 -6,591 -16%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$661K 32,898 -778 -2%
VWA
34
Visionary Wealth Advisors
Illinois
$632K 31,426 +2,194 +8%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$608K 30,245 – –
CAG
36
Csenge Advisory Group
Florida
$581K 29,000 – –
CIAS
37
Capital Investment Advisory Services
North Carolina
$549K 27,312 +510 +2%
Envestnet Portfolio Solutions
38
Envestnet Portfolio Solutions
Illinois
$491K 24,418 +1,915 +9%
CWA
39
Crux Wealth Advisors
California
$477K 23,748 +23,748 New
VCM
40
Virtue Capital Management
Tennessee
$457K 22,742 +22,742 New
DAS
41
Dynamic Advisor Solutions
Arizona
$411K 20,453 +5,220 +34%
OAM
42
Occidental Asset Management
California
$376K 18,700 +500 +3%
KPWS
43
Kestra Private Wealth Services
Texas
$375K 18,685 +5,221 +39%
TAM
44
Titleist Asset Management
Texas
$343K 17,093 -31 -0.2%
Jane Street
45
Jane Street
New York
$334K 16,636 -92,109 -85%
MML Investors Services
46
MML Investors Services
Massachusetts
$332K 16,518 +3,533 +27%
EH
47
Equitable Holdings
New York
$329K 16,350 -8,000 -33%
Truist Financial
48
Truist Financial
North Carolina
$326K 16,242 +16,242 New
TCM
49
TD Capital Management
Tennessee
$324K 16,107 +16,001 +15,095%
TCWM
50
Total Clarity Wealth Management
Illinois
$316K 15,726 – –
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