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First Trust Ultra Short Duration Municipal ETF

94 hedge funds and large institutions have $170M invested in First Trust Ultra Short Duration Municipal ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

68% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 22

14% more capital invested

Capital invested by funds: $149M → $170M (+$20.8M)

8% more funds holding

Funds holding: 8794 (+7)

3.07% more ownership

Funds ownership: 73.13%76.21% (+3.1%)

Holders
94
Holders Change
+7
Holders Change %
+8.05%
% of All Funds
1.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
37
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
76
Steward Partners Investment Advisory
New York
$90.7K
T
77
Tidemark
California
$80.4K
ASN
78
Advisory Services Network
Georgia
$77.1K +$77.2K +3,836 New
IA
79
IFP Advisors
Florida
$56.7K
GRP
80
Global Retirement Partners
California
$55.8K
CI
81
CX Institutional
Indiana
$46K +$101 +5 +0.2%
PS
82
Principal Securities
Iowa
$35.4K
GSWM
83
Golden State Wealth Management
California
$32K +$60 +3 +0.2%
NFSG
84
Newbridge Financial Services Group
Florida
$31.9K +$3.04K +151 +11%
IWM
85
IMG Wealth Management
Florida
$27.8K
CA
86
CoreCap Advisors
Michigan
$25.5K
PTC
87
Private Trust Company
Ohio
$20.3K
AG
88
AmeriFlex Group
Nevada
$15.5K +$15.5K +770 New
AIC
89
Archer Investment Corporation
Indiana
$13.8K
AAS
90
Ameritas Advisory Services
Nebraska
$12.3K -$71.2K -3,534 -85%
DFA
91
DHJJ Financial Advisors
Illinois
$10.1K
Jones Financial Companies
92
Jones Financial Companies
Missouri
$7.94K +$7.95K +395 New
EWM
93
Evolution Wealth Management
Florida
$4.64K
RFG
94
REAP Financial Group
Texas
$3.6K
SNWA
95
Siligmueller & Norvid Wealth Advisors
Illinois
-$1.32M -65,724 Closed
US Bancorp
96
US Bancorp
Minnesota
-$340K -16,919 Closed
VWM
97
VCI Wealth Management
Missouri
-$282K -14,036 Closed
CFD
98
Creative Financial Designs
Indiana
-$272K -13,548 Closed
CIA
99
Concurrent Investment Advisors
Florida
-$237K -11,788 Closed
OWA
100
Opal Wealth Advisors
New York
-$58.2K -2,894 Closed

FUMB Hedge Fund Activity: Q3 2025 in Review

94 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Ultra Short Duration Municipal ETF (FUMB) for Q3 2025, worth a combined $170M — up 14% from $149M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FUMB positions and 7 closed out — a net gain of 7 holders — while 37 added to existing stakes and 22 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $2.5M. The largest seller was Siligmueller & Norvid Wealth Advisors, exiting entirely with an estimated $1.32M sold.

  • 94 institutional investors held First Trust Ultra Short Duration Municipal ETF (FUMB) as of Q3 2025, up from 87 in Q2 2025.
  • Funds reported $170M of First Trust Ultra Short Duration Municipal ETF stock for Q3 2025, up 14% quarter-over-quarter.
  • 14 funds opened new First Trust Ultra Short Duration Municipal ETF positions in Q3 2025 and 7 closed out, a net change of +7 holders.
  • The largest First Trust Ultra Short Duration Municipal ETF buyer in Q3 2025 was Flow Traders U.S., an estimated $2.5M added.
  • The largest First Trust Ultra Short Duration Municipal ETF seller in Q3 2025 was Siligmueller & Norvid Wealth Advisors, an estimated $1.32M sold.

Based on aggregated 13F filings for Q3 2025.