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First Trust Ultra Short Duration Municipal ETF
FUMB

Overview Fund Activity

78 hedge funds and large institutions have $139M invested in First Trust Ultra Short Duration Municipal ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 31 reducing their positions, and 9 closing their positions.

Holders
78
Holders Change
-3
Holders Change %
-3.7%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
26
Reduced
31
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$19.4M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.41M
3
PFS
3
Prospera Financial Services
Texas
$643K
4
KAS
4
Kestra Advisory Services
Texas
$3.76M
5
MFG
5
Mainsail Financial Group
Washington
$5.5M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.05M
2
IWA
2
Inspirion Wealth Advisors
Illinois
$1.95M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$3.18M
4
Morgan Stanley
4
Morgan Stanley
New York
$21.4M
5
Jane Street
5
Jane Street
New York
$765K
Name Market Value Shares Shares
Change 		Shares
Change %
TAM
51
Titleist Asset Management
Texas
$360K 17,922 -1,180 -6%
VWM
52
VCI Wealth Management
Missouri
$319K 15,849 -164 -1%
TCWM
53
Total Clarity Wealth Management
Illinois
$316K 15,726 -2,230 -12%
BEI
54
Benjamin Edwards Inc
Missouri
$276K 13,728 +13,728 New
RA
55
RFG Advisory
Alabama
$273K 13,591 -1,312 -9%
SFS
56
Security Financial Services
Indiana
$251K 12,490 +34 +0.3%
KPWS
57
Kestra Private Wealth Services
Texas
$250K 12,441 +12,441 New
CIA
58
Concurrent Investment Advisors
Florida
$229K 11,397 +11,397 New
NW
59
NewEdge Wealth
Pennsylvania
$229K 11,364 -995 -8%
FTUS
60
Flow Traders U.S.
New York
$216K 10,725 -20,991 -66%
SG
61
StoneX Group
New York
$208K 10,348 +10,348 New
MML Investors Services
62
MML Investors Services
Massachusetts
$206K 10,233 -1,266 -11%
SPIA
63
Steward Partners Investment Advisory
New York
$169K 8,415 -20,951 -71%
HI
64
Harbour Investments
Wisconsin
$165K 8,209 -777 -9%
JIP
65
Jaffetilchin Investment Partners
Florida
$148K 7,377 +7,377 New
CFGS
66
Concourse Financial Group Securities
Alabama
$120K 5,970 -2,531 -30%
T
67
Tidemark
California
$80.5K 4,000 – –
GRP
68
Global Retirement Partners
California
$59.1K 2,940 +1,000 +52%
IA
69
IFP Advisors
Florida
$56.8K 2,821 – –
CP
70
Castleview Partners
Texas
$43K 2,136 +6 +0.3%
PS
71
Principal Securities
Iowa
$34.7K 1,725 – –
PP
72
PFS Partners
New Jersey
$30.6K 1,522 +12 +0.8%
PTC
73
Private Trust Company
Ohio
$20.3K 1,011 – –
CAS
74
Coppell Advisory Solutions
Texas
$16.8K 833 -905 -52%
DFA
75
DHJJ Financial Advisors
Illinois
$10.2K 505 -50 -9%
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