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First Trust Ultra Short Duration Municipal ETF
FUMB

Overview Fund Activity

66 hedge funds and large institutions have $143M invested in First Trust Ultra Short Duration Municipal ETF in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 6 closing their positions.

Holders
66
Holders Change
+14
Holders Change %
+26.92%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
19
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$20M
2
IWA
2
Inspirion Wealth Advisors
Illinois
$5.17M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$16.7M
4
PAG
4
Private Advisor Group
New Jersey
$3.59M
5
EIA
5
Eldridge Investment Advisors
New Hampshire
$2.08M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$29M
2
SAM
2
Strategy Asset Managers
California
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.73M
4
Jane Street
4
Jane Street
New York
$0
5
RJA
5
Raymond James & Associates
Florida
$5.6M
Name Market Value Shares Shares
Change 		Shares
Change %
OAM
51
Occidental Asset Management
California
$200K 10,000 – –
SSWM
52
Sheets Smith Wealth Management
North Carolina
$200K 10,000 – –
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$199K 10,000 +10,000 New
BFEC
54
Benjamin F. Edwards & Company
Missouri
$187K 9,366 – –
WWP
55
WR Wealth Planners
Missouri
$164K 8,234 +8,234 New
APA
56
American Portfolios Advisors
New York
$153K 7,677 +7,677 New
M1FG
57
Mach-1 Financial Group
Arkansas
$134K 6,746 +4,323 +178%
IA
58
IFP Advisors
Florida
$74K 3,719 – –
VRM
59
Vectors Research Management
New York
$73K 3,653 -30 -0.8%
SMG
60
Spectrum Management Group
Indiana
$47K 2,344 – –
RCM
61
Raleigh Capital Management
North Carolina
$32K 1,586 -3,253 -67%
GRP
62
Global Retirement Partners
California
$29K 1,460 +750 +106%
Wells Fargo
63
Wells Fargo
California
$25K 1,259 +1,258 +125,800%
HI
64
Harbour Investments
Wisconsin
$6K 291 +291 New
UBS Group
65
UBS Group
Switzerland
$3K 149 -2,209 -94%
Bank of America
66
Bank of America
North Carolina
$2K 83 +83 New
SAM
67
Strategy Asset Managers
California
– – -188,376 Closed
Jane Street
68
Jane Street
New York
– – -110,046 Closed
OMC
69
Old Mission Capital
Illinois
– – -15,180 Closed
TAM
70
Tucker Asset Management
Colorado
– – -11,940 Closed
SPI
71
Sutton Place Investors
New York
– – -10,673 Closed
PFGIA
72
Patriot Financial Group Insurance Agency
Massachusetts
– – -865 Closed
CFGS
73
Concourse Financial Group Securities
Alabama
– – – –
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