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First Trust Ultra Short Duration Municipal ETF
FUMB

Overview Fund Activity

83 hedge funds and large institutions have $151M invested in First Trust Ultra Short Duration Municipal ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 38 reducing their positions, and 17 closing their positions.

Holders
83
Holders Change
-11
Holders Change %
-11.7%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
18
Reduced
38
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
1
NewEdge Advisors
Louisiana
$14.4M
2
Jane Street
2
Jane Street
New York
$3.41M
3
JIR
3
James Investment Research
Ohio
$2.54M
4
FTUS
4
Flow Traders U.S.
New York
$1.86M
5
Wells Fargo
5
Wells Fargo
California
$1.72M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$23.9M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$0
3
UBS Group
3
UBS Group
Switzerland
$2.22M
4
EIA
4
Eldridge Investment Advisors
New Hampshire
$0
5
BFG
5
Bleakley Financial Group
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PTC
76
Private Trust Company
Ohio
$30.3K 1,511 -110 -7%
PP
77
PFS Partners
New Jersey
$30K 1,500 +10 +0.7%
HGERS
78
Householder Group Estate & Retirement Specialist
Arizona
$24.8K 1,237 +10 +0.8%
DFA
79
DHJJ Financial Advisors
Illinois
$21.1K 1,055 – –
IGWM
80
ICA Group Wealth Management
Colorado
$13.7K 682 +6 +0.9%
CAL
81
Capital Analysts LLC
Pennsylvania
$10K 505 – –
IRC
82
Investors Research Corp
Georgia
$5.25K 262 +262 New
RFG
83
REAP Financial Group
Texas
$3.59K 179 – –
IWC
84
Integrated Wealth Concepts
Massachusetts
– – -133,419 Closed
EIA
85
Eldridge Investment Advisors
New Hampshire
– – -72,003 Closed
BFG
86
Bleakley Financial Group
New Jersey
– – -57,209 Closed
KPWS
87
Kestra Private Wealth Services
Texas
– – -22,193 Closed
AWM
88
AE Wealth Management
Kansas
– – -17,496 Closed
KA
89
Kovack Advisors
Florida
– – -12,447 Closed
SCA
90
Snowden Capital Advisors
New York
– – -12,387 Closed
HPC
91
Hobart Private Capital
North Carolina
– – -10,925 Closed
Janney Montgomery Scott
92
Janney Montgomery Scott
Pennsylvania
– – -10,250 Closed
GI
93
Gradient Investments
Minnesota
– – -10,163 Closed
SSWM
94
Sheets Smith Wealth Management
North Carolina
– – -10,000 Closed
SPI
95
Sutton Place Investors
New York
– – -10,000 Closed
ASN
96
Advisory Services Network
Georgia
– – -7,188 Closed
SWC
97
Spectrum Wealth Counsel
Indiana
– – -2,573 Closed
FHA
98
First Horizon Advisors
Tennessee
– – -1,765 Closed
EC
99
EdgeRock Capital
Colorado
– – -646 Closed
GFPC
100
Global Financial Private Client
Florida
– – -188 Closed
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