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First Trust Ultra Short Duration Municipal ETF
FUMB

Overview Fund Activity

90 hedge funds and large institutions have $208M invested in First Trust Ultra Short Duration Municipal ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 35 reducing their positions, and 7 closing their positions.

Holders
90
Holders Change
+6
Holders Change %
+7.14%
% of All Funds
1.44%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
32
Reduced
35
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
1
Flow Traders U.S.
New York
$4.03M
2
Jane Street
2
Jane Street
New York
$4.6M
3
NP
3
Nilsine Partners
Colorado
$3.89M
4
HI
4
Harbour Investments
Wisconsin
$1.42M
5
APWM
5
Atlas Private Wealth Management
New York
$7.17M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$29.4M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.28M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.48M
4
KA
4
Kovack Advisors
Florida
$1.75M
5
PAG
5
Private Advisor Group
New Jersey
$1.92M
Name Market Value Shares Shares
Change 		Shares
Change %
PP
76
PFS Partners
New Jersey
$175K 8,772 +8,772 New
GRP
77
Global Retirement Partners
California
$153K 7,681 +1,550 +25%
Wells Fargo
78
Wells Fargo
California
$134K 6,718 -53 -0.8%
CFGS
79
Concourse Financial Group Securities
Alabama
$122K 6,114 +2,188 +56%
ASN
80
Advisory Services Network
Georgia
$118K 5,916 -50 -0.8%
FHA
81
First Horizon Advisors
Tennessee
$38.2K 1,913 -12,996 -87%
PTC
82
Private Trust Company
Ohio
$32.5K 1,629 +1,629 New
IA
83
IFP Advisors
Florida
$30K 1,500 – –
HGERS
84
Householder Group Estate & Retirement Specialist
Arizona
$23K 1,148 +1,148 New
BAM
85
Belpointe Asset Management
Nevada
$20K 1,002 +1,002 New
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$20K 1,024 +1,024 New
CP
87
Castleview Partners
Texas
$20K 1,000 +1,000 New
CAL
88
Capital Analysts LLC
Pennsylvania
$10K 505 – –
Commonwealth Equity Services
89
Commonwealth Equity Services
Massachusetts
$5.68K 284,568 -25,600 -8%
GFPC
90
Global Financial Private Client
Florida
$3.76K 188 – –
DAS
91
Dynamic Advisor Solutions
Arizona
– – -24,488 Closed
HW
92
Hedeker Wealth
Illinois
– – -21,825 Closed
B
93
Bensler
Washington
– – -15,360 Closed
SOS
94
Silver Oak Securities
Tennessee
– – -10,759 Closed
IWM
95
Iams Wealth Management
Nebraska
– – -10,230 Closed
CAS
96
Coppell Advisory Solutions
Texas
– – -188 Closed
CASC
97
Coppell Advisory Solutions Corp
Texas
– – -188 Closed
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