First Trust Ultra Short Duration Municipal ETF
FUMB
88 hedge funds and large institutions have $159M invested in First Trust Ultra Short Duration Municipal ETF in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 40 increasing their positions, 29 reducing their positions, and 7 closing their positions.
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
38% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 29
1% more capital invested
Capital invested by funds: $157M → $159M (+$1.46M)
0% more funds holding
Funds holding: 88 → 88 (0)
6.8% less ownership
Funds ownership: 73.58% → 66.78% (-6.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWP
Gateway Wealth Partners
Appleton,
Wisconsin
|
+$2.7M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.49M |
| 3 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$2.21M |
| 4 |
SCFS
Stewardship Concepts Financial Services
Spokane,
Washington
|
+$2M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$7.79M |
| 2 |
JIR
James Investment Research
Alpha,
Ohio
|
-$1.7M |
| 3 |
Morgan Stanley
New York
|
-$1.18M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$990K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$913K |
FUMB Hedge Fund Activity: Q1 2026 in Review
88 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in First Trust Ultra Short Duration Municipal ETF (FUMB) for Q1 2026, worth a combined $159M — up 0.93% from $157M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FUMB positions and 7 closed out — a net gain of 3 holders — while 40 added to existing stakes and 29 trimmed.
The largest buyer was Gateway Wealth Partners, adding an estimated $2.7M. The largest seller was NewEdge Advisors, cutting an estimated $7.79M.
- 88 institutional investors held First Trust Ultra Short Duration Municipal ETF (FUMB) as of Q1 2026, unchanged from Q4 2025.
- Funds reported $159M of First Trust Ultra Short Duration Municipal ETF stock for Q1 2026, up 0.93% quarter-over-quarter.
- 10 funds opened new First Trust Ultra Short Duration Municipal ETF positions in Q1 2026 and 7 closed out, a net change of +3 holders.
- The largest First Trust Ultra Short Duration Municipal ETF buyer in Q1 2026 was Gateway Wealth Partners, an estimated $2.7M added.
- The largest First Trust Ultra Short Duration Municipal ETF seller in Q1 2026 was NewEdge Advisors, an estimated $7.79M sold.
Based on aggregated 13F filings for Q1 2026.