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First Trust Ultra Short Duration Municipal ETF
FUMB

88 hedge funds and large institutions have $157M invested in First Trust Ultra Short Duration Municipal ETF in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 35 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.63% less ownership

Funds ownership: 76.21% → 73.58% (-2.6%)

6% less funds holding

Funds holding: 94 → 88 (-6)

8% less capital invested

Capital invested by funds: $170M → $157M (-$12.8M)

17% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 35

38% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 16

Holders
88
Holders Change
-6
Holders Change %
-6.38%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
29
Reduced
35
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$1.5M
2
SL
Sentinus LLC
Illinois
+$1.29M
3
JP Morgan Chase
JP Morgan Chase
New York
+$795K
4
KPWS
Kestra Private Wealth Services
Texas
+$733K
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$698K

Top Sellers

Rank Fund Capital Flow
1
MFG
Mainsail Financial Group
Washington
-$3.61M
2
Morgan Stanley
Morgan Stanley
New York
-$3.55M
3
FTUS
Flow Traders U.S.
New York
-$2.5M
4
BFG
Bleakley Financial Group
New Jersey
-$1.15M
5
Goldman Sachs
Goldman Sachs
New York
-$984K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
26
Capital Financial Group
Colorado
$1.69M +$1.69M +84,099 New
Stifel Financial
27
Stifel Financial
Missouri
$1.37M +$27.2K +1,353 +2%
SA
28
Sanctuary Advisors
Indiana
$1.3M +$54.1K +2,694 +4%
SL
29
Sentinus LLC
Illinois
$1.29M +$1.29M +64,392 New
ATPW
30
Ashton Thomas Private Wealth
Arizona
$1.23M – – –
HI
31
Harbour Investments
Wisconsin
$1.14M -$27.6K -1,375 -2%
SF
32
Summit Financial
New Jersey
$1.12M -$70K -3,486 -6%
IWA
33
Inspirion Wealth Advisors
Illinois
$1M -$942K -46,925 -48%
WCM
34
WealthBridge Capital Management
Ohio
$888K +$17K +848 +2%
SWM
35
Schwallier Wealth Management
Michigan
$886K -$97.9K -4,878 -10%
PAG
36
Private Advisor Group
New Jersey
$868K -$77.5K -3,861 -8%
MP
37
McDonald Partners
Ohio
$863K -$10K -500 -1%
SI
38
Stephens Inc
Arkansas
$835K – – –
PFS
39
Prospera Financial Services
Texas
$794K +$19.1K +951 +2%
Envestnet Portfolio Solutions
40
Envestnet Portfolio Solutions
Illinois
$729K -$249K -12,383 -25%
MWM
41
Meridian Wealth Management
Kentucky
$705K +$138K +6,893 +24%
NFG
42
Norris Financial Group
South Carolina
$700K +$100K +5,000 +17%
WIM
43
Westside Investment Management
California
$602K – – –
DAS
44
Dynamic Advisor Solutions
Arizona
$571K +$4.36K +217 +0.8%
SFS
45
Security Financial Services
Indiana
$547K +$547K +27,259 New
CIAS
46
Capital Investment Advisory Services
North Carolina
$544K -$21.2K -1,056 -4%
CIA
47
Concurrent Investment Advisors
Florida
$523K +$523K +26,067 New
OAM
48
Occidental Asset Management
California
$505K +$58.2K +2,900 +13%
Jane Street
49
Jane Street
New York
$485K +$485K +24,155 New
IAIM
50
International Assets Investment Management
Florida
$479K +$28.1K +1,400 +6%
1
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FUMB Hedge Fund Activity: Q4 2025 in Review

88 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in First Trust Ultra Short Duration Municipal ETF (FUMB) for Q4 2025, worth a combined $157M — down 7.5% from $170M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of FUMB and 10 opened new positions — a net loss of 6 holders — while 35 trimmed existing stakes and 29 added.

The largest buyer was Wells Fargo, adding an estimated $1.5M. The largest seller was Mainsail Financial Group, cutting an estimated $3.61M.

  • 88 institutional investors held First Trust Ultra Short Duration Municipal ETF (FUMB) as of Q4 2025, down from 94 in Q3 2025.
  • Funds reported $157M of First Trust Ultra Short Duration Municipal ETF stock for Q4 2025, down 7.5% quarter-over-quarter.
  • 10 funds opened new First Trust Ultra Short Duration Municipal ETF positions in Q4 2025 and 16 closed out, a net change of -6 holders.
  • The largest First Trust Ultra Short Duration Municipal ETF buyer in Q4 2025 was Wells Fargo, an estimated $1.5M added.
  • The largest First Trust Ultra Short Duration Municipal ETF seller in Q4 2025 was Mainsail Financial Group, an estimated $3.61M sold.

Based on aggregated 13F filings for Q4 2025.