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First Trust Ultra Short Duration Municipal ETF
FUMB

94 hedge funds and large institutions have $170M invested in First Trust Ultra Short Duration Municipal ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

68% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 22

14% more capital invested

Capital invested by funds: $149M → $170M (+$20.8M)

8% more funds holding

Funds holding: 87 → 94 (+7)

3.07% more ownership

Funds ownership: 73.13% → 76.21% (+3.1%)

Holders
94
Holders Change
+7
Holders Change %
+8.05%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
37
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
+$2.5M
2
GWP
Gateway Wealth Partners
Wisconsin
+$2.47M
3
Baird Financial Group
Baird Financial Group
Wisconsin
+$2.3M
4
Morgan Stanley
Morgan Stanley
New York
+$1.9M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$1.56M

Top Sellers

Rank Fund Capital Flow
1
SNWA
Siligmueller & Norvid Wealth Advisors
Illinois
-$1.32M
2
SPC
Sigma Planning Corp
Michigan
-$865K
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$372K
4
US Bancorp
US Bancorp
Minnesota
-$340K
5
VWM
VCI Wealth Management
Missouri
-$282K
Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$1.8M -$372K -18,495 -17%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$1.56M +$1.56M +77,566 New
Stifel Financial
28
Stifel Financial
Missouri
$1.34M -$18K -893 -1%
SA
29
Sanctuary Advisors
Indiana
$1.25M -$9.36K -465 -0.7%
ATPW
30
Ashton Thomas Private Wealth
Arizona
$1.23M +$250K +12,395 +25%
SF
31
Summit Financial
New Jersey
$1.19M +$1.2M +59,413 New
HI
32
Harbour Investments
Wisconsin
$1.17M +$246K +12,215 +26%
BFG
33
Bleakley Financial Group
New Jersey
$1.15M +$1.15M +57,209 New
Goldman Sachs
34
Goldman Sachs
New York
$984K +$548K +27,202 +125%
SWM
35
Schwallier Wealth Management
Michigan
$983K +$985K +48,920 New
Envestnet Portfolio Solutions
36
Envestnet Portfolio Solutions
Illinois
$979K +$181K +9,010 +23%
PAG
37
Private Advisor Group
New Jersey
$948K -$75.5K -3,751 -7%
MP
38
McDonald Partners
Ohio
$874K – – –
WCM
39
WealthBridge Capital Management
Ohio
$872K +$29.8K +1,479 +4%
SI
40
Stephens Inc
Arkansas
$836K – – –
UWP
41
Uniting Wealth Partners
Kansas
$833K +$834K +41,431 New
PFS
42
Prospera Financial Services
Texas
$776K -$11.3K -560 -1%
CAL
43
Capital Analysts LLC
Pennsylvania
$719K +$278K +13,809 +63%
CAG
44
Csenge Advisory Group
Florida
$704K -$121K -6,000 -15%
MWM
45
Modern Wealth Management
Kansas
$662K -$81.4K -4,042 -11%
WIM
46
Westside Investment Management
California
$603K -$201K -10,000 -25%
NFG
47
Norris Financial Group
South Carolina
$601K -$15K -744 -2%
DAS
48
Dynamic Advisor Solutions
Arizona
$568K +$180K +8,932 +46%
MWM
49
Meridian Wealth Management
Kentucky
$568K +$327K +16,257 +135%
CIAS
50
Capital Investment Advisory Services
North Carolina
$566K -$23K -1,140 -4%
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FUMB Hedge Fund Activity: Q3 2025 in Review

94 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Ultra Short Duration Municipal ETF (FUMB) for Q3 2025, worth a combined $170M — up 14% from $149M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FUMB positions and 7 closed out — a net gain of 7 holders — while 37 added to existing stakes and 22 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $2.5M. The largest seller was Siligmueller & Norvid Wealth Advisors, exiting entirely with an estimated $1.32M sold.

  • 94 institutional investors held First Trust Ultra Short Duration Municipal ETF (FUMB) as of Q3 2025, up from 87 in Q2 2025.
  • Funds reported $170M of First Trust Ultra Short Duration Municipal ETF stock for Q3 2025, up 14% quarter-over-quarter.
  • 14 funds opened new First Trust Ultra Short Duration Municipal ETF positions in Q3 2025 and 7 closed out, a net change of +7 holders.
  • The largest First Trust Ultra Short Duration Municipal ETF buyer in Q3 2025 was Flow Traders U.S., an estimated $2.5M added.
  • The largest First Trust Ultra Short Duration Municipal ETF seller in Q3 2025 was Siligmueller & Norvid Wealth Advisors, an estimated $1.32M sold.

Based on aggregated 13F filings for Q3 2025.