FUMB icon

First Trust Ultra Short Duration Municipal ETF
FUMB

Overview Fund Activity

81 hedge funds and large institutions have $131M invested in First Trust Ultra Short Duration Municipal ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 13 closing their positions.

Holders
81
Holders Change
-6
Holders Change %
-6.9%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
26
Reduced
26
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$11.5M
2
UBS Group
2
UBS Group
Switzerland
$3.85M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$5.43M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6.66M
5
IIL
5
Insight Inv LLC
California
$2.26M

Top Sellers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$2.31M
2
NP
2
Nilsine Partners
Colorado
$0
3
IAA
3
Independent Advisor Alliance
North Carolina
$0
4
KAS
4
Kestra Advisory Services
Texas
$2.95M
5
Morgan Stanley
5
Morgan Stanley
New York
$14M
Name Market Value Shares Shares
Change 		Shares
Change %
OPOWM
51
One Plus One Wealth Management
Florida
$313K 15,588 +15,588 New
AIM
52
Advyzon Investment Management
Illinois
$305K 15,158 -73 -0.5%
WIA
53
World Investment Advisors
California
$280K 13,946 -68 -0.5%
CWP
54
Core Wealth Partners
California
$275K 13,700 -11,531 -46%
VWM
55
VCI Wealth Management
Missouri
$274K 13,649 -1,297 -9%
CFD
56
Creative Financial Designs
Indiana
$270K 13,450 +13,090 +3,636%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$251K 12,500 +2,500 +25%
KWA
58
Kingswood Wealth Advisors
California
$244K 12,163 – –
CIA
59
Concurrent Investment Advisors
Florida
$237K 11,788 – –
NW
60
NewEdge Wealth
Pennsylvania
$224K 11,146 – –
Citadel Advisors
61
Citadel Advisors
Florida
$218K 10,824 +10,824 New
RA
62
RFG Advisory
Alabama
$209K 10,414 -3,205 -24%
GSEP
63
Golden State Equity Partners
California
$208K 10,333 +10,333 New
Comerica Bank
64
Comerica Bank
Texas
$190K 9,456 -12,836 -58%
HI
65
Harbour Investments
Wisconsin
$172K 8,550 +5,842 +216%
SPIA
66
Steward Partners Investment Advisory
New York
$166K 8,266 – –
Bank of America
67
Bank of America
North Carolina
$143K 7,121 +7,121 New
OWA
68
Opal Wealth Advisors
New York
$84.5K 4,204 -8,016 -66%
T
69
Tidemark
California
$80.4K 4,000 – –
CAL
70
Capital Analysts LLC
Pennsylvania
$72K 3,575 +3,575 New
IA
71
IFP Advisors
Florida
$56.7K 2,821 – –
CI
72
CX Institutional
Indiana
$46K 2,294 +2,294 New
PS
73
Principal Securities
Iowa
$34.7K 1,725 – –
GSWM
74
Golden State Wealth Management
California
$31.5K 1,566 +414 +36%
IWM
75
IMG Wealth Management
Florida
$27.8K 1,381 +1,381 New
1 2
3
4