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First Trust Ultra Short Duration Municipal ETF
FUMB

Overview Fund Activity

83 hedge funds and large institutions have $151M invested in First Trust Ultra Short Duration Municipal ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 38 reducing their positions, and 17 closing their positions.

Holders
83
Holders Change
-11
Holders Change %
-11.7%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
18
Reduced
38
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
1
NewEdge Advisors
Louisiana
$14.4M
2
Jane Street
2
Jane Street
New York
$3.41M
3
JIR
3
James Investment Research
Ohio
$2.54M
4
FTUS
4
Flow Traders U.S.
New York
$1.86M
5
Wells Fargo
5
Wells Fargo
California
$1.72M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$23.9M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$0
3
UBS Group
3
UBS Group
Switzerland
$2.22M
4
EIA
4
Eldridge Investment Advisors
New Hampshire
$0
5
BFG
5
Bleakley Financial Group
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IIL
51
Insight Inv LLC
California
$402K 20,050 -3,720 -16%
CIAS
52
Capital Investment Advisory Services
North Carolina
$391K 19,527 +4,127 +27%
RJT
53
Raymond James Trust
Florida
$374K 18,677 – –
TCWM
54
Total Clarity Wealth Management
Illinois
$360K 17,956 – –
Stifel Financial
55
Stifel Financial
Missouri
$356K 17,789 -6,867 -28%
AFP
56
Ausdal Financial Partners
Iowa
$332K 16,564 -2,298 -12%
SWM
57
Spire Wealth Management
Virginia
$306K 15,281 – –
RA
58
RFG Advisory
Alabama
$297K 14,821 -737 -5%
BFEC
59
Benjamin F. Edwards & Company
Missouri
$286K 14,288 +5,228 +58%
Mercer Global Advisors
60
Mercer Global Advisors
Colorado
$280K 13,958 +13,958 New
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$279K 13,902 +13,902 New
SFS
62
Security Financial Services
Indiana
$249K 12,449 – –
NW
63
NewEdge Wealth
Pennsylvania
$247K 12,359 -4,292 -26%
HI
64
Harbour Investments
Wisconsin
$246K 12,270 -302 -2%
VWM
65
VCI Wealth Management
Missouri
$241K 12,025 -526 -4%
NGA
66
Naples Global Advisors
Florida
$230K 11,500 – –
KWA
67
Kingswood Wealth Advisors
California
$220K 10,966 +10,966 New
HAS
68
HBW Advisory Services
California
$211K 10,503 – –
MML Investors Services
69
MML Investors Services
Massachusetts
$205K 10,257 +10,257 New
CAN
70
Cetera Advisor Networks
California
$204K 10,186 +10,186 New
CFGS
71
Concourse Financial Group Securities
Alabama
$174K 8,701 -820 -9%
T
72
Tidemark
California
$80.1K 4,000 – –
CP
73
Castleview Partners
Texas
$42.7K 2,130 – –
GRP
74
Global Retirement Partners
California
$38.9K 1,940 -1,100 -36%
PS
75
Principal Securities
Iowa
$34.1K 1,700 – –
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3
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