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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.

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 Market Value Shares Shares
Change 		Shares
Change %
EH
51
Equitable Holdings
New York
$321K 15,951 -399 -2%
TAM
52
Titleist Asset Management
Texas
$312K 15,536 -1,557 -9%
WIA
53
World Investment Advisors
California
$289K 14,375 +429 +3%
VWM
54
VCI Wealth Management
Missouri
$282K 14,036 +387 +3%
Comerica Bank
55
Comerica Bank
Texas
$280K 13,915 +4,459 +47%
CFD
56
Creative Financial Designs
Indiana
$272K 13,548 +98 +0.7%
AIM
57
Advyzon Investment Management
Illinois
$265K 13,185 -1,973 -13%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$251K 12,500 – –
BEI
59
Benjamin Edwards Inc
Missouri
$249K 12,401 +12,401 New
KWA
60
Kingswood Wealth Advisors
California
$244K 12,163 – –
MWM
61
Meridian Wealth Management
Kentucky
$241K 12,000 +12,000 New
CIA
62
Concurrent Investment Advisors
Florida
$237K 11,788 – –
GSEP
63
Golden State Equity Partners
California
$219K 10,913 +580 +6%
NW
64
NewEdge Wealth
Pennsylvania
$208K 10,301 -845 -8%
RA
65
RFG Advisory
Alabama
$205K 10,184 -230 -2%
TCWM
66
Total Clarity Wealth Management
Illinois
$204K 10,139 -5,587 -36%
MWM
67
Mattern Wealth Management
Kansas
$200K 9,952 +9,952 New
SPIA
68
Steward Partners Investment Advisory
New York
$90.7K 4,512 -3,754 -45%
AAS
69
Ameritas Advisory Services
Nebraska
$83.3K 4,143 +4,143 New
T
70
Tidemark
California
$80.4K 4,000 – –
OWA
71
Opal Wealth Advisors
New York
$58.2K 2,894 -1,310 -31%
IA
72
IFP Advisors
Florida
$56.7K 2,821 – –
GRP
73
Global Retirement Partners
California
$55.8K 2,775 +2,775 New
CI
74
CX Institutional
Indiana
$46K 2,294 – –
PS
75
Principal Securities
Iowa
$35.4K 1,763 +38 +2%
1 2
3
4