FUMB icon

First Trust Ultra Short Duration Municipal ETF
FUMB

Overview Fund Activity

94 hedge funds and large institutions have $178M invested in First Trust Ultra Short Duration Municipal ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 26 increasing their positions, 34 reducing their positions, and 13 closing their positions.

Holders
94
Holders Change
+5
Holders Change %
+5.62%
% of All Funds
1.38%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
26
Reduced
34
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$48.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.23M
3
UBS Group
3
UBS Group
Switzerland
$4.81M
4
MWM
4
Modern Wealth Management
Kansas
$1.98M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.04M

Top Sellers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$9.01M
2
APWM
2
Atlas Private Wealth Management
New York
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$5.07M
4
LPL Financial
4
LPL Financial
California
$16.2M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IIL
51
Insight Inv LLC
California
$477K 23,770 – –
DAS
52
Dynamic Advisor Solutions
Arizona
$467K 23,270 -575 -2%
KPWS
53
Kestra Private Wealth Services
Texas
$445K 22,193 -2,227 -9%
TAM
54
Titleist Asset Management
Texas
$443K 22,092 +17 +0.1%
SPC
55
Sigma Planning Corp
Michigan
$411K 20,505 -20,174 -50%
AFP
56
Ausdal Financial Partners
Iowa
$378K 18,862 -3,863 -17%
RJT
57
Raymond James Trust
Florida
$375K 18,677 -1,300 -7%
TCWM
58
Total Clarity Wealth Management
Illinois
$360K 17,956 +17,956 New
AWM
59
AE Wealth Management
Kansas
$351K 17,496 +17,496 New
NW
60
NewEdge Wealth
Pennsylvania
$334K 16,651 – –
RA
61
RFG Advisory
Alabama
$312K 15,558 +23 +0.1%
CIAS
62
Capital Investment Advisory Services
North Carolina
$309K 15,400 +15,400 New
SWM
63
Spire Wealth Management
Virginia
$307K 15,281 -1,847 -11%
HI
64
Harbour Investments
Wisconsin
$252K 12,572 -1,239 -9%
VWM
65
VCI Wealth Management
Missouri
$252K 12,551 +12,551 New
SFS
66
Security Financial Services
Indiana
$250K 12,449 -429 -3%
KA
67
Kovack Advisors
Florida
$250K 12,447 -3,000 -19%
SCA
68
Snowden Capital Advisors
New York
$248K 12,387 -1,442 -10%
NGA
69
Naples Global Advisors
Florida
$231K 11,500 +11,500 New
HPC
70
Hobart Private Capital
North Carolina
$219K 10,925 +10,925 New
HAS
71
HBW Advisory Services
California
$211K 10,503 -1,589 -13%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$206K 10,250 +10,250 New
GI
73
Gradient Investments
Minnesota
$204K 10,163 +502 +5%
SPI
74
Sutton Place Investors
New York
$201K 10,000 – –
SSWM
75
Sheets Smith Wealth Management
North Carolina
$201K 10,000 – –
1 2
3
4 5