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First Trust Ultra Short Duration Municipal ETF
FUMB

Overview Fund Activity

77 hedge funds and large institutions have $182M invested in First Trust Ultra Short Duration Municipal ETF in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
77
Holders Change
+11
Holders Change %
+16.67%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
30
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$29.7M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$20.9M
3
NA
3
NewEdge Advisors
Louisiana
$5.16M
4
SAM
4
Strategy Asset Managers
California
$3.73M
5
JWCA
5
J.W. Cole Advisors
Florida
$3.15M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$11.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.71M
3
SCA
3
Snowden Capital Advisors
New York
$933K
4
FTUS
4
Flow Traders U.S.
New York
$0
5
WCFA
5
Walkner Condon Financial Advisors
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
51
Avantax Advisory Services
Texas
$337K 17,006 +17,006 New
MFS
52
McNamara Financial Services
Massachusetts
$332K 16,729 +2,907 +21%
WIP
53
WealthCare Investment Partners
Rhode Island
$329K 16,609 +46 +0.3%
JCM
54
Jacobi Capital Management
Pennsylvania
$322K 16,252 +28 +0.2%
FHA
55
First Horizon Advisors
Tennessee
$292K 14,746 -3,269 -18%
KIG
56
Kowal Investment Group
Wisconsin
$291K 14,689 +866 +6%
ATPW
57
Ashton Thomas Private Wealth
Arizona
$282K 14,206 +14,206 New
CAL
58
Capital Analysts LLC
Pennsylvania
$258K 13,014 +13,014 New
MSFS
59
Main Street Financial Solutions
Pennsylvania
$248K 12,500 -4,800 -28%
JSW
60
Journey Strategic Wealth
New Jersey
$237K 11,960 -11,347 -49%
AWM
61
AE Wealth Management
Kansas
$228K 11,483 +11,483 New
WCM
62
WealthBridge Capital Management
Ohio
$217K 10,855 – –
RA
63
RFG Advisory
Alabama
$208K 10,501 +10,501 New
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$198K 10,000 – –
OAM
65
Occidental Asset Management
California
$198K 10,000 – –
SSWM
66
Sheets Smith Wealth Management
North Carolina
$198K 10,000 – –
M1FG
67
Mach-1 Financial Group
Arkansas
$192K 9,725 +2,979 +44%
BFEC
68
Benjamin F. Edwards & Company
Missouri
$183K 9,216 -150 -2%
WWP
69
WR Wealth Planners
Missouri
$152K 7,682 -552 -7%
WWM
70
Wagner Wealth Management
South Carolina
$95K 4,818 -16,956 -78%
Wells Fargo
71
Wells Fargo
California
$94K 4,723 +3,464 +275%
GRP
72
Global Retirement Partners
California
$82K 4,125 +2,665 +183%
IA
73
IFP Advisors
Florida
$74K 3,719 – –
SMG
74
Spectrum Management Group
Indiana
$46K 2,344 – –
RCM
75
Raleigh Capital Management
North Carolina
$31K 1,564 -22 -1%
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3
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