First Trust Ultra Short Duration Municipal ETF
FUMB
FUMB
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 |
1
Morgan Stanley
New York
|
$48.5M |
| 2 |
2
JPMorgan Chase & Co
New York
|
$2.23M |
| 3 |
3
UBS Group
Zurich,
Switzerland
|
$4.81M |
| 4 |
MWM
4
Modern Wealth Management
Lenexa,
Kansas
|
$1.98M |
| 5 |
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.04M |
Top Sellers
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
VCM
101
Virtue Capital Management
Brentwood,
Tennessee
| – | – | -22,742 | Closed |
|
|
KWM
102
Kingsview Wealth Management
Grants Pass,
Oregon
| – | – | -16,470 | Closed |
|
|
WCM
103
WealthBridge Capital Management
Westerville,
Ohio
| – | – | -12,570 | Closed |
|
104
MML Investors Services
Springfield,
Massachusetts
| – | – | -11,227 | Closed |
|
|
WCFA
105
Walkner Condon Financial Advisors
Madison,
Wisconsin
| – | – | -10,404 | Closed |
|
|
IA
106
IFP Advisors
Tampa,
Florida
| – | – | -1,500 | Closed |
|
107
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | – | -1,035 | Closed |
|