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First Trust Ultra Short Duration Municipal ETF
FUMB

Overview Fund Activity

85 hedge funds and large institutions have $145M invested in First Trust Ultra Short Duration Municipal ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+4
Holders Change %
+4.94%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
31
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
XF
1
XML Financial
Maryland
$9.68M
2
Morgan Stanley
2
Morgan Stanley
New York
$16.1M
3
Truist Financial
3
Truist Financial
North Carolina
$2.4M
4
KPWS
4
Kestra Private Wealth Services
Texas
$1.38M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.52M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$3.49M
2
GA
2
GSG Advisors
New Jersey
$325K
3
NW
3
Naviter Wealth
Arkansas
$0
4
VWA
4
Visionary Wealth Advisors
Illinois
$0
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1.13M +$116K +5,843 +11%
PAG
27
Private Advisor Group
New Jersey
$1.02M -$123K -6,135 -11%
ATPW
28
Ashton Thomas Private Wealth
Arizona
$983K – – –
HI
29
Harbour Investments
Wisconsin
$927K +$755K +37,547 +439%
MP
30
McDonald Partners
Ohio
$874K -$40.2K -2,000 -4%
WCM
31
WealthBridge Capital Management
Ohio
$843K +$60.3K +3,001 +8%
SI
32
Stephens Inc
Arkansas
$836K – – –
CAG
33
Csenge Advisory Group
Florida
$823K +$241K +12,000 +41%
WIM
34
Westside Investment Management
California
$804K -$201K -10,000 -20%
Envestnet Portfolio Solutions
35
Envestnet Portfolio Solutions
Illinois
$798K +$307K +15,285 +63%
PFS
36
Prospera Financial Services
Texas
$788K -$1.37K -68 -0.2%
MWM
37
Modern Wealth Management
Kansas
$743K -$29K -1,445 -4%
OPOWM
38
One Plus One Wealth Management
Florida
$603K +$290K +14,423 +93%
CIAS
39
Capital Investment Advisory Services
North Carolina
$589K +$40.4K +2,009 +7%
CWA
40
Crux Wealth Advisors
California
$481K +$3.58K +178 +0.7%
IAIM
41
International Assets Investment Management
Florida
$452K +$452K +22,500 New
CAL
42
Capital Analysts LLC
Pennsylvania
$441K +$369K +18,388 +514%
Goldman Sachs
43
Goldman Sachs
New York
$437K +$437K +21,735 New
OAM
44
Occidental Asset Management
California
$416K +$40.2K +2,000 +11%
DAS
45
Dynamic Advisor Solutions
Arizona
$389K -$22.4K -1,113 -5%
FFA
46
Farther Finance Advisors
California
$371K +$371K +18,460 New
US Bancorp
47
US Bancorp
Minnesota
$340K +$340K +16,919 New
GA
48
GSG Advisors
New Jersey
$325K -$721K -35,874 -69%
MML Investors Services
49
MML Investors Services
Massachusetts
$324K -$7.86K -391 -2%
TCM
50
TD Capital Management
Tennessee
$324K – – –
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