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First Trust Ultra Short Duration Municipal ETF
FUMB

Overview Fund Activity

85 hedge funds and large institutions have $145M invested in First Trust Ultra Short Duration Municipal ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+4
Holders Change %
+4.94%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
31
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
XF
XML Financial
Maryland
$9.68M
2
Morgan Stanley
Morgan Stanley
New York
$16.1M
3
Truist Financial
Truist Financial
North Carolina
$2.4M
4
KPWS
Kestra Private Wealth Services
Texas
$1.38M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$1.52M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$3.49M
2
GA
GSG Advisors
New Jersey
$325K
3
NW
Naviter Wealth
Arkansas
$0
4
VWA
Visionary Wealth Advisors
Illinois
$0
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
51
Equitable Holdings
New York
$321K -$8.02K -399 -2%
TAM
52
Titleist Asset Management
Texas
$312K -$31.3K -1,557 -9%
WIA
53
World Investment Advisors
California
$289K +$8.62K +429 +3%
VWM
54
VCI Wealth Management
Missouri
$282K +$7.78K +387 +3%
Comerica Bank
55
Comerica Bank
Texas
$280K +$89.6K +4,459 +47%
CFD
56
Creative Financial Designs
Indiana
$272K +$1.97K +98 +0.7%
AIM
57
Advyzon Investment Management
Illinois
$265K -$39.7K -1,973 -13%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$251K – – –
BEI
59
Benjamin Edwards Inc
Missouri
$249K +$249K +12,401 New
KWA
60
Kingswood Wealth Advisors
California
$244K – – –
MWM
61
Meridian Wealth Management
Kentucky
$241K +$241K +12,000 New
CIA
62
Concurrent Investment Advisors
Florida
$237K – – –
GSEP
63
Golden State Equity Partners
California
$219K +$11.7K +580 +6%
NW
64
NewEdge Wealth
Pennsylvania
$208K -$17K -845 -8%
RA
65
RFG Advisory
Alabama
$205K -$4.62K -230 -2%
TCWM
66
Total Clarity Wealth Management
Illinois
$204K -$112K -5,587 -36%
MWM
67
Mattern Wealth Management
Kansas
$200K +$200K +9,952 New
SPIA
68
Steward Partners Investment Advisory
New York
$90.7K -$75.5K -3,754 -45%
AAS
69
Ameritas Advisory Services
Nebraska
$83.3K +$83.3K +4,143 New
T
70
Tidemark
California
$80.4K – – –
OWA
71
Opal Wealth Advisors
New York
$58.2K -$26.3K -1,310 -31%
IA
72
IFP Advisors
Florida
$56.7K – – –
GRP
73
Global Retirement Partners
California
$55.8K +$55.8K +2,775 New
CI
74
CX Institutional
Indiana
$46K – – –
PS
75
Principal Securities
Iowa
$35.4K +$764 +38 +2%
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3
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