First Trust Ultra Short Duration Municipal ETF
FUMB
88 hedge funds and large institutions have $157M invested in First Trust Ultra Short Duration Municipal ETF in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 35 reducing their positions, and 16 closing their positions.
2.63% less ownership
Funds ownership: 76.21% → 73.58% (-2.6%)
6% less funds holding
Funds holding: 94 → 88 (-6)
8% less capital invested
Capital invested by funds: $170M → $157M (-$12.8M)
17% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 35
38% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.5M |
| 2 |
SL
Sentinus LLC
Oak Brook,
Illinois
|
+$1.29M |
| 3 |
JP Morgan Chase
New York
|
+$795K |
| 4 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$733K |
| 5 |
Rockefeller Capital Management
New York
|
+$698K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFG
Mainsail Financial Group
Bellevue,
Washington
|
-$3.61M |
| 2 |
Morgan Stanley
New York
|
-$3.55M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$2.5M |
| 4 |
BFG
Bleakley Financial Group
Fairfield,
New Jersey
|
-$1.15M |
| 5 |
Goldman Sachs
New York
|
-$984K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PS
101
Principal Securities
Des Moines,
Iowa
| – | -$35.4K | -1,763 | Closed |
|
|
NFSG
102
Newbridge Financial Services Group
Boca Raton,
Florida
| – | -$31.9K | -1,587 | Closed |
|
|
AAS
103
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$12.3K | -609 | Closed |
|
104
Jones Financial Companies
Des Peres,
Missouri
| – | -$7.94K | -395 | Closed |
|
FUMB Hedge Fund Activity: Q4 2025 in Review
88 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in First Trust Ultra Short Duration Municipal ETF (FUMB) for Q4 2025, worth a combined $157M — down 7.5% from $170M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of FUMB and 10 opened new positions — a net loss of 6 holders — while 35 trimmed existing stakes and 29 added.
The largest buyer was Wells Fargo, adding an estimated $1.5M. The largest seller was Mainsail Financial Group, cutting an estimated $3.61M.
- 88 institutional investors held First Trust Ultra Short Duration Municipal ETF (FUMB) as of Q4 2025, down from 94 in Q3 2025.
- Funds reported $157M of First Trust Ultra Short Duration Municipal ETF stock for Q4 2025, down 7.5% quarter-over-quarter.
- 10 funds opened new First Trust Ultra Short Duration Municipal ETF positions in Q4 2025 and 16 closed out, a net change of -6 holders.
- The largest First Trust Ultra Short Duration Municipal ETF buyer in Q4 2025 was Wells Fargo, an estimated $1.5M added.
- The largest First Trust Ultra Short Duration Municipal ETF seller in Q4 2025 was Mainsail Financial Group, an estimated $3.61M sold.
Based on aggregated 13F filings for Q4 2025.