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First Trust Ultra Short Duration Municipal ETF
FUMB

Overview Fund Activity

94 hedge funds and large institutions have $178M invested in First Trust Ultra Short Duration Municipal ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 26 increasing their positions, 34 reducing their positions, and 13 closing their positions.

Holders
94
Holders Change
+5
Holders Change %
+5.62%
% of All Funds
1.38%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
26
Reduced
34
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$48.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.23M
3
UBS Group
3
UBS Group
Switzerland
$4.81M
4
MWM
4
Modern Wealth Management
Kansas
$1.98M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.04M

Top Sellers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$9.01M
2
APWM
2
Atlas Private Wealth Management
New York
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$5.07M
4
LPL Financial
4
LPL Financial
California
$16.2M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CFGS
76
Concourse Financial Group Securities
Alabama
$191K 9,521 +2,503 +36%
BFEC
77
Benjamin F. Edwards & Company
Missouri
$182K 9,060 -1,986 -18%
ASN
78
Advisory Services Network
Georgia
$144K 7,188 +7,188 New
T
79
Tidemark
California
$80.2K 4,000 +4,000 New
GRP
80
Global Retirement Partners
California
$61.1K 3,040 – –
SWC
81
Spectrum Wealth Counsel
Indiana
$51.6K 2,573 +2,573 New
CP
82
Castleview Partners
Texas
$42.7K 2,130 +200 +10%
CAS
83
Coppell Advisory Solutions
Texas
$37.1K 1,849 +1,661 +884%
FHA
84
First Horizon Advisors
Tennessee
$35.4K 1,765 -98 -5%
PS
85
Principal Securities
Iowa
$34.1K 1,700 +1,700 New
PTC
86
Private Trust Company
Ohio
$32.5K 1,621 – –
PP
87
PFS Partners
New Jersey
$29.9K 1,490 +8 +0.5%
HGERS
88
Householder Group Estate & Retirement Specialist
Arizona
$24K 1,227 +66 +6%
DFA
89
DHJJ Financial Advisors
Illinois
$21.2K 1,055 -100 -9%
IGWM
90
ICA Group Wealth Management
Colorado
$13.6K 676 +676 New
EC
91
EdgeRock Capital
Colorado
$12.9K 646 +646 New
CAL
92
Capital Analysts LLC
Pennsylvania
$10K 505 – –
GFPC
93
Global Financial Private Client
Florida
$3.77K 188 – –
RFG
94
REAP Financial Group
Texas
$3.59K 179 +179 New
APWM
95
Atlas Private Wealth Management
New York
– – -394,114 Closed
HighTower Advisors
96
HighTower Advisors
Illinois
– – -51,183 Closed
GIA
97
Gladstone Institutional Advisory
Florida
– – -34,382 Closed
FAIM
98
Financial Advocates Investment Management
Washington
– – -29,087 Closed
AAS
99
Avantax Advisory Services
Texas
– – -24,361 Closed
Thrivent Financial for Lutherans
100
Thrivent Financial for Lutherans
Minnesota
– – -23,013 Closed
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