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First Trust Ultra Short Duration Municipal ETF
FUMB

Overview Fund Activity

90 hedge funds and large institutions have $208M invested in First Trust Ultra Short Duration Municipal ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 35 reducing their positions, and 7 closing their positions.

Holders
90
Holders Change
+6
Holders Change %
+7.14%
% of All Funds
1.44%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
32
Reduced
35
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
1
Flow Traders U.S.
New York
$4.03M
2
Jane Street
2
Jane Street
New York
$4.6M
3
NP
3
Nilsine Partners
Colorado
$3.89M
4
HI
4
Harbour Investments
Wisconsin
$1.42M
5
APWM
5
Atlas Private Wealth Management
New York
$7.17M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$29.4M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.28M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.48M
4
KA
4
Kovack Advisors
Florida
$1.75M
5
PAG
5
Private Advisor Group
New Jersey
$1.92M
Name Market Value Shares Shares
Change 		Shares
Change %
FAIM
51
Financial Advocates Investment Management
Washington
$456K 22,818 -7,368 -24%
VCM
52
Virtue Capital Management
Tennessee
$453K 22,742 – –
SFS
53
Security Financial Services
Indiana
$380K 19,058 +2 +0%
OAM
54
Occidental Asset Management
California
$377K 18,886 +8,886 +89%
DADC
55
D.A. Davidson & Co
Montana
$365K 18,300 – –
AAS
56
Ameritas Advisory Services
Nebraska
$364K 18,230 -12,345 -40%
CW
57
CreativeOne Wealth
Kansas
$362K 18,121 +18,121 New
BFEC
58
Benjamin F. Edwards & Company
Missouri
$329K 16,472 +4,247 +35%
KWM
59
Kingsview Wealth Management
Oregon
$329K 16,470 – –
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$295K 14,820 -233 -2%
WIP
61
WealthCare Investment Partners
Rhode Island
$292K 14,637 -2,044 -12%
SCA
62
Snowden Capital Advisors
New York
$290K 14,516 -8,932 -38%
JCM
63
Jacobi Capital Management
Pennsylvania
$286K 14,339 -1,953 -12%
KIG
64
Kowal Investment Group
Wisconsin
$280K 14,011 -359 -2%
WCM
65
WealthBridge Capital Management
Ohio
$276K 13,814 +392 +3%
OPOWM
66
One Plus One Wealth Management
Florida
$266K 13,302 +13,302 New
MSFS
67
Main Street Financial Solutions
Pennsylvania
$248K 12,400 -100 -0.8%
OPS
68
Orion Portfolio Solutions
Nebraska
$242K 12,125 +1,514 +14%
BCI
69
Brinker Capital Investments
Pennsylvania
$242K 12,125 +12,125 New
RA
70
RFG Advisory
Alabama
$238K 11,925 -1,200 -9%
MML Investors Services
71
MML Investors Services
Massachusetts
$222K 11,144 +151 +1%
Truist Financial
72
Truist Financial
North Carolina
$211K 10,593 -23,457 -69%
SPI
73
Sutton Place Investors
New York
$210K 10,500 -2,480 -19%
SFS
74
Sowell Financial Services
Arkansas
$209K 10,485 +10,485 New
SSWM
75
Sheets Smith Wealth Management
North Carolina
$200K 10,000 – –
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