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First Trust Ultra Short Duration Municipal ETF

94 hedge funds and large institutions have $170M invested in First Trust Ultra Short Duration Municipal ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

68% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 22

14% more capital invested

Capital invested by funds: $149M → $170M (+$20.8M)

8% more funds holding

Funds holding: 8794 (+7)

3.07% more ownership

Funds ownership: 73.13%76.21% (+3.1%)

Holders
94
Holders Change
+7
Holders Change %
+8.05%
% of All Funds
1.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
37
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$534K +$535K +26,584 New
CWA
52
Crux Wealth Advisors
California
$484K +$2.7K +134 +0.6%
SPC
53
Sigma Planning Corp
Michigan
$469K -$865K -42,952 -65%
IAIM
54
International Assets Investment Management
Florida
$452K
OAM
55
Occidental Asset Management
California
$447K +$31.2K +1,550 +7%
OPOWM
56
One Plus One Wealth Management
Florida
$378K -$225K -11,185 -37%
FFA
57
Farther Finance Advisors
California
$371K
Comerica Bank
58
Comerica Bank
Texas
$339K +$59.3K +2,946 +21%
GA
59
GSG Advisors
New Jersey
$327K +$2.33K +116 +0.7%
WIA
60
World Investment Advisors
California
$324K +$35.2K +1,750 +12%
TCM
61
TD Capital Management
Tennessee
$324K +$20 +1 +0%
TAM
62
Titleist Asset Management
Texas
$306K -$6.76K -336 -2%
MML Investors Services
63
MML Investors Services
Massachusetts
$305K -$18.7K -928 -6%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$298K +$299K +14,837 New
EH
65
Equitable Holdings
New York
$290K -$31.1K -1,547 -10%
AIM
66
Advyzon Investment Management
Illinois
$272K +$7.39K +367 +3%
BEI
67
Benjamin Edwards Inc
Missouri
$255K +$5.46K +271 +2%
KWA
68
Kingswood Wealth Advisors
California
$244K
GSEP
69
Golden State Equity Partners
California
$215K -$4.75K -236 -2%
NW
70
NewEdge Wealth
Pennsylvania
$207K
RA
71
RFG Advisory
Alabama
$205K +$423 +21 +0.2%
TCWM
72
Total Clarity Wealth Management
Illinois
$204K
MWM
73
Mattern Wealth Management
Kansas
$200K
TRCT
74
Tower Research Capital (TRC)
New York
$189K +$189K +9,393 New
AWM
75
AE Wealth Management
Kansas
$103K +$103K +5,103 New

FUMB Hedge Fund Activity: Q3 2025 in Review

94 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Ultra Short Duration Municipal ETF (FUMB) for Q3 2025, worth a combined $170M — up 14% from $149M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FUMB positions and 7 closed out — a net gain of 7 holders — while 37 added to existing stakes and 22 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $2.5M. The largest seller was Siligmueller & Norvid Wealth Advisors, exiting entirely with an estimated $1.32M sold.

  • 94 institutional investors held First Trust Ultra Short Duration Municipal ETF (FUMB) as of Q3 2025, up from 87 in Q2 2025.
  • Funds reported $170M of First Trust Ultra Short Duration Municipal ETF stock for Q3 2025, up 14% quarter-over-quarter.
  • 14 funds opened new First Trust Ultra Short Duration Municipal ETF positions in Q3 2025 and 7 closed out, a net change of +7 holders.
  • The largest First Trust Ultra Short Duration Municipal ETF buyer in Q3 2025 was Flow Traders U.S., an estimated $2.5M added.
  • The largest First Trust Ultra Short Duration Municipal ETF seller in Q3 2025 was Siligmueller & Norvid Wealth Advisors, an estimated $1.32M sold.

Based on aggregated 13F filings for Q3 2025.