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First Trust Ultra Short Duration Municipal ETF
FUMB

Overview Fund Activity

81 hedge funds and large institutions have $142M invested in First Trust Ultra Short Duration Municipal ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 31 reducing their positions, and 7 closing their positions.

Holders
81
Holders Change
-2
Holders Change %
-2.41%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
27
Reduced
31
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$17.4M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.88M
3
SA
3
Sanctuary Advisors
Indiana
$1.53M
4
Stifel Financial
4
Stifel Financial
Missouri
$1.78M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.46M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$3.13M
2
Jane Street
2
Jane Street
New York
$1.29M
3
NA
3
NewEdge Advisors
Louisiana
$12.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$22.2M
5
FTUS
5
Flow Traders U.S.
New York
$636K
Name Market Value Shares Shares
Change 		Shares
Change %
TAM
51
Titleist Asset Management
Texas
$383K 19,102 -2,100 -10%
RJT
52
Raymond James Trust
Florida
$375K 18,677 – –
TCWM
53
Total Clarity Wealth Management
Illinois
$360K 17,956 – –
AFP
54
Ausdal Financial Partners
Iowa
$336K 16,750 +186 +1%
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$329K 16,381 +2,479 +18%
VWM
56
VCI Wealth Management
Missouri
$321K 16,013 +3,988 +33%
RA
57
RFG Advisory
Alabama
$299K 14,903 +82 +0.6%
BFEC
58
Benjamin F. Edwards & Company
Missouri
$252K 12,574 -1,714 -12%
SFS
59
Security Financial Services
Indiana
$250K 12,456 +7 +0.1%
NW
60
NewEdge Wealth
Pennsylvania
$248K 12,359 – –
KWA
61
Kingswood Wealth Advisors
California
$244K 12,163 +1,197 +11%
MML Investors Services
62
MML Investors Services
Massachusetts
$231K 11,499 +1,242 +12%
NGA
63
Naples Global Advisors
Florida
$231K 11,500 – –
WCM
64
WealthBridge Capital Management
Ohio
$200K 9,981 +9,981 New
HI
65
Harbour Investments
Wisconsin
$180K 8,986 -3,284 -27%
OWA
66
Opal Wealth Advisors
New York
$173K 8,627 +8,627 New
CFGS
67
Concourse Financial Group Securities
Alabama
$171K 8,501 -200 -2%
T
68
Tidemark
California
$80.2K 4,000 – –
IA
69
IFP Advisors
Florida
$56.6K 2,821 +2,821 New
CP
70
Castleview Partners
Texas
$42.7K 2,130 – –
GRP
71
Global Retirement Partners
California
$38.9K 1,940 – –
CAS
72
Coppell Advisory Solutions
Texas
$34.9K 1,738 +1,738 New
PS
73
Principal Securities
Iowa
$34.6K 1,725 +25 +1%
PP
74
PFS Partners
New Jersey
$30.3K 1,510 +10 +0.7%
PTC
75
Private Trust Company
Ohio
$20.3K 1,011 -500 -33%
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