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First Trust Ultra Short Duration Municipal ETF
FUMB

Overview Fund Activity

84 hedge funds and large institutions have $211M invested in First Trust Ultra Short Duration Municipal ETF in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 25 reducing their positions, and 10 closing their positions.

Holders
84
Holders Change
+7
Holders Change %
+9.09%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
19
Increased
32
Reduced
25
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$39.5M
2
SWP
2
Stratos Wealth Partners
Ohio
$7.31M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.54M
4
MFG
4
Mainsail Financial Group
Washington
$3.61M
5
NA
5
NewEdge Advisors
Louisiana
$7.77M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$24.8M
2
SAM
2
Strategy Asset Managers
California
$0
3
Jane Street
3
Jane Street
New York
$585K
4
APWM
4
Atlas Private Wealth Management
New York
$5.86M
5
AFP
5
Ausdal Financial Partners
Iowa
$528K
Name Market Value Shares Shares
Change 		Shares
Change %
HW
51
Hedeker Wealth
Illinois
$435K 21,825 -17,824 -45%
SFS
52
Security Financial Services
Indiana
$380K 19,056 +19,056 New
AAS
53
Avantax Advisory Services
Texas
$377K 18,881 +1,875 +11%
DADC
54
D.A. Davidson & Co
Montana
$365K 18,300 – –
NFG
55
Nations Financial Group
Iowa
$364K 18,267 -400 -2%
WIP
56
WealthCare Investment Partners
Rhode Island
$333K 16,681 +72 +0.4%
KWM
57
Kingsview Wealth Management
Oregon
$329K 16,470 -14,865 -47%
JCM
58
Jacobi Capital Management
Pennsylvania
$325K 16,292 +40 +0.2%
B
59
Bensler
Washington
$306K 15,360 -4,227 -22%
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$300K 15,053 +5,053 +51%
FHA
61
First Horizon Advisors
Tennessee
$297K 14,909 +163 +1%
KIG
62
Kowal Investment Group
Wisconsin
$287K 14,370 -319 -2%
WCM
63
WealthBridge Capital Management
Ohio
$268K 13,422 +2,567 +24%
RA
64
RFG Advisory
Alabama
$262K 13,125 +2,624 +25%
SPI
65
Sutton Place Investors
New York
$259K 12,980 -8,020 -38%
MSFS
66
Main Street Financial Solutions
Pennsylvania
$249K 12,500 – –
BFEC
67
Benjamin F. Edwards & Company
Missouri
$244K 12,225 +3,009 +33%
MML Investors Services
68
MML Investors Services
Massachusetts
$219K 10,993 +10,993 New
SOS
69
Silver Oak Securities
Tennessee
$215K 10,759 +10,759 New
OPS
70
Orion Portfolio Solutions
Nebraska
$212K 10,611 +10,611 New
IWM
71
Iams Wealth Management
Nebraska
$204K 10,230 +10,230 New
OAM
72
Occidental Asset Management
California
$200K 10,000 – –
SSWM
73
Sheets Smith Wealth Management
North Carolina
$200K 10,000 – –
Wells Fargo
74
Wells Fargo
California
$135K 6,771 +2,048 +43%
GRP
75
Global Retirement Partners
California
$122K 6,131 +2,006 +49%
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