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First Trust Ultra Short Duration Municipal ETF
FUMB

Overview Fund Activity

87 hedge funds and large institutions have $192M invested in First Trust Ultra Short Duration Municipal ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 32 reducing their positions, and 14 closing their positions.

Holders
87
Holders Change
-3
Holders Change %
-3.33%
% of All Funds
1.37%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
26
Reduced
32
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$22.7M
2
Jane Street
2
Jane Street
New York
$12M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.19M
4
NW
4
Naviter Wealth
Arkansas
$1.73M
5
VWA
5
Visionary Wealth Advisors
Illinois
$1.2M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$1.15M
2
SWP
2
Stratos Wealth Partners
Ohio
$0
3
LPL Financial
3
LPL Financial
California
$19.2M
4
RJA
4
Raymond James & Associates
Florida
$1.21M
5
Morgan Stanley
5
Morgan Stanley
New York
$25.5M
Name Market Value Shares Shares
Change 		Shares
Change %
OPOWM
51
One Plus One Wealth Management
Florida
$484K 24,219 +10,917 +82%
NFG
52
Nations Financial Group
Iowa
$479K 23,967 -300 -1%
AFP
53
Ausdal Financial Partners
Iowa
$461K 23,088 +85 +0.4%
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$454K 22,763 +22,763 New
VCM
55
Virtue Capital Management
Tennessee
$454K 22,742 – –
RJT
56
Raymond James Trust
Florida
$400K 20,027 -10,288 -34%
SWM
57
Spire Wealth Management
Virginia
$367K 18,382 +18,382 New
KA
58
Kovack Advisors
Florida
$350K 17,500 -70,000 -80%
RA
59
RFG Advisory
Alabama
$335K 16,767 +4,842 +41%
KWM
60
Kingsview Wealth Management
Oregon
$329K 16,470 – –
BFEC
61
Benjamin F. Edwards & Company
Missouri
$329K 16,472 – –
SFS
62
Security Financial Services
Indiana
$306K 15,332 -3,726 -20%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$296K 14,833 +14,833 New
SCA
64
Snowden Capital Advisors
New York
$285K 14,288 -228 -2%
Wells Fargo
65
Wells Fargo
California
$279K 13,978 +7,260 +108%
WCM
66
WealthBridge Capital Management
Ohio
$277K 13,855 +41 +0.3%
AAS
67
Ameritas Advisory Services
Nebraska
$258K 12,943 -5,287 -29%
HI
68
Harbour Investments
Wisconsin
$250K 12,534 -58,720 -82%
MSFS
69
Main Street Financial Solutions
Pennsylvania
$248K 12,400 – –
WCFA
70
Walkner Condon Financial Advisors
Wisconsin
$234K 11,736 +11,736 New
MML Investors Services
71
MML Investors Services
Massachusetts
$222K 11,111 -33 -0.3%
SPI
72
Sutton Place Investors
New York
$200K 10,000 -500 -5%
SSWM
73
Sheets Smith Wealth Management
North Carolina
$200K 10,000 – –
GRP
74
Global Retirement Partners
California
$162K 8,100 +419 +5%
PP
75
PFS Partners
New Jersey
$157K 7,841 -931 -11%
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