We are live on ! Find out more
FUMB icon

First Trust Ultra Short Duration Municipal ETF
FUMB

87 hedge funds and large institutions have $149M invested in First Trust Ultra Short Duration Municipal ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

27% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 26

12% more capital invested

Capital invested by funds: $133M → $149M (+$16M)

5% more funds holding

Funds holding: 83 → 87 (+4)

3.73% more ownership

Funds ownership: 69.4% → 73.13% (+3.7%)

Holders
87
Holders Change
+4
Holders Change %
+4.82%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
33
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
XF
XML Financial
Maryland
+$9.67M
2
Morgan Stanley
Morgan Stanley
New York
+$2.13M
3
Truist Financial
Truist Financial
North Carolina
+$2.08M
4
KPWS
Kestra Private Wealth Services
Texas
+$1M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$862K

Top Sellers

Rank Fund Capital Flow
1
GA
GSG Advisors
New Jersey
-$721K
2
NW
Naviter Wealth
Arkansas
-$680K
3
VWA
Visionary Wealth Advisors
Illinois
-$632K
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$608K
5
JP Morgan Chase
JP Morgan Chase
New York
-$532K
Name Holding Trade Value Shares
Change 		Change in
Stake
SA
26
Sanctuary Advisors
Indiana
$1.26M +$30.1K +1,500 +2%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.13M +$117K +5,843 +11%
PAG
28
Private Advisor Group
New Jersey
$1.02M -$123K -6,135 -11%
ATPW
29
Ashton Thomas Private Wealth
Arizona
$983K – – –
HI
30
Harbour Investments
Wisconsin
$927K +$754K +37,547 +439%
MP
31
McDonald Partners
Ohio
$874K -$40.2K -2,000 -4%
WCM
32
WealthBridge Capital Management
Ohio
$843K +$60.3K +3,001 +8%
SI
33
Stephens Inc
Arkansas
$836K – – –
CAG
34
Csenge Advisory Group
Florida
$823K +$241K +12,000 +41%
WIM
35
Westside Investment Management
California
$804K -$201K -10,000 -20%
Envestnet Portfolio Solutions
36
Envestnet Portfolio Solutions
Illinois
$798K +$307K +15,285 +63%
PFS
37
Prospera Financial Services
Texas
$788K -$1.37K -68 -0.2%
MWM
38
Modern Wealth Management
Kansas
$743K -$29K -1,445 -4%
NFG
39
Norris Financial Group
South Carolina
$616K +$86.2K +4,291 +16%
OPOWM
40
One Plus One Wealth Management
Florida
$603K +$290K +14,423 +93%
CIAS
41
Capital Investment Advisory Services
North Carolina
$589K +$40.4K +2,009 +7%
CWA
42
Crux Wealth Advisors
California
$481K +$3.58K +178 +0.7%
IAIM
43
International Assets Investment Management
Florida
$452K +$452K +22,500 New
CAL
44
Capital Analysts LLC
Pennsylvania
$441K +$369K +18,388 +514%
Goldman Sachs
45
Goldman Sachs
New York
$437K +$437K +21,735 New
OAM
46
Occidental Asset Management
California
$416K +$40.2K +2,000 +11%
DAS
47
Dynamic Advisor Solutions
Arizona
$389K -$22.4K -1,113 -5%
FFA
48
Farther Finance Advisors
California
$371K +$371K +18,460 New
US Bancorp
49
US Bancorp
Minnesota
$340K +$340K +16,919 New
GA
50
GSG Advisors
New Jersey
$325K -$721K -35,874 -69%
1
2
3 4

FUMB Hedge Fund Activity: Q2 2025 in Review

87 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Ultra Short Duration Municipal ETF (FUMB) for Q2 2025, worth a combined $149M — up 12% from $133M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FUMB positions and 9 closed out — a net gain of 4 holders — while 33 added to existing stakes and 26 trimmed.

The largest buyer was XML Financial, opening a new position worth an estimated $9.67M. The largest seller was GSG Advisors, cutting an estimated $721K.

  • 87 institutional investors held First Trust Ultra Short Duration Municipal ETF (FUMB) as of Q2 2025, up from 83 in Q1 2025.
  • Funds reported $149M of First Trust Ultra Short Duration Municipal ETF stock for Q2 2025, up 12% quarter-over-quarter.
  • 13 funds opened new First Trust Ultra Short Duration Municipal ETF positions in Q2 2025 and 9 closed out, a net change of +4 holders.
  • The largest First Trust Ultra Short Duration Municipal ETF buyer in Q2 2025 was XML Financial, an estimated $9.67M added.
  • The largest First Trust Ultra Short Duration Municipal ETF seller in Q2 2025 was GSG Advisors, an estimated $721K sold.

Based on aggregated 13F filings for Q2 2025.