FUMB icon

First Trust Ultra Short Duration Municipal ETF
FUMB

Overview Fund Activity

84 hedge funds and large institutions have $211M invested in First Trust Ultra Short Duration Municipal ETF in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 25 reducing their positions, and 10 closing their positions.

Holders
84
Holders Change
+7
Holders Change %
+9.09%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
19
Increased
32
Reduced
25
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$39.5M
2
SWP
2
Stratos Wealth Partners
Ohio
$7.31M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.54M
4
MFG
4
Mainsail Financial Group
Washington
$3.61M
5
NA
5
NewEdge Advisors
Louisiana
$7.77M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$24.8M
2
SAM
2
Strategy Asset Managers
California
$0
3
Jane Street
3
Jane Street
New York
$585K
4
APWM
4
Atlas Private Wealth Management
New York
$5.86M
5
AFP
5
Ausdal Financial Partners
Iowa
$528K
Name Market Value Shares Shares
Change 		Shares
Change %
ASN
76
Advisory Services Network
Georgia
$119K 5,966 +5,966 New
HI
77
Harbour Investments
Wisconsin
$103K 5,183 +4,892 +1,681%
CFGS
78
Concourse Financial Group Securities
Alabama
$78.3K 3,926 +3,926 New
IA
79
IFP Advisors
Florida
$30K 1,500 -2,219 -60%
CAL
80
Capital Analysts LLC
Pennsylvania
$10K 505 -12,509 -96%
CASC
81
Coppell Advisory Solutions Corp
Texas
$3.75K 188 +188 New
CAS
82
Coppell Advisory Solutions
Texas
$3.75K 188 +188 New
GFPC
83
Global Financial Private Client
Florida
$3.75K 188 +188 New
PAG
84
Private Advisor Group
New Jersey
$2.96K 148,100 -178,893 -55%
SAM
85
Strategy Asset Managers
California
– – -188,376 Closed
HAS
86
HBW Advisory Services
California
– – -18,702 Closed
MFS
87
McNamara Financial Services
Massachusetts
– – -16,729 Closed
JSW
88
Journey Strategic Wealth
New Jersey
– – -11,960 Closed
AWM
89
AE Wealth Management
Kansas
– – -11,483 Closed
M1FG
90
Mach-1 Financial Group
Arkansas
– – -9,725 Closed
WWP
91
WR Wealth Planners
Missouri
– – -7,682 Closed
WWM
92
Wagner Wealth Management
South Carolina
– – -4,818 Closed
RCM
93
Raleigh Capital Management
North Carolina
– – -1,564 Closed
EC
94
EdgeRock Capital
Colorado
– – -1,258 Closed
1 2 3
4