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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.

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

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$3.49M
2
GA
2
GSG Advisors
New Jersey
$325K
3
NW
3
Naviter Wealth
Arkansas
$0
4
VWA
4
Visionary Wealth Advisors
Illinois
$0
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GSWM
76
Golden State Wealth Management
California
$31.9K 1,588 +22 +1%
NFSG
77
Newbridge Financial Services Group
Florida
$28.9K 1,436 +1,436 New
IWM
78
IMG Wealth Management
Florida
$27.8K 1,381 – –
CA
79
CoreCap Advisors
Michigan
$25.5K 1,268 +1,268 New
PTC
80
Private Trust Company
Ohio
$20.3K 1,011 – –
AIC
81
Archer Investment Corporation
Indiana
$13.8K 687 – –
DFA
82
DHJJ Financial Advisors
Illinois
$10.1K 505 – –
IRC
83
Investors Research Corp
Georgia
$5.27K 262 – –
EWM
84
Evolution Wealth Management
Florida
$4.64K 231 +231 New
RFG
85
REAP Financial Group
Texas
$3.6K 179 – –
NW
86
Naviter Wealth
Arkansas
– – -33,784 Closed
VWA
87
Visionary Wealth Advisors
Illinois
– – -31,426 Closed
Thrivent Financial for Lutherans
88
Thrivent Financial for Lutherans
Minnesota
– – -30,245 Closed
VCM
89
Virtue Capital Management
Tennessee
– – -22,742 Closed
Jane Street
90
Jane Street
New York
– – -16,636 Closed
CWP
91
Core Wealth Partners
California
– – -13,700 Closed
Citadel Advisors
92
Citadel Advisors
Florida
– – -10,824 Closed
Bank of America
93
Bank of America
North Carolina
– – -7,121 Closed
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
– – -640 Closed
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