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First Trust Ultra Short Duration Municipal ETF
FUMB

Overview Fund Activity

39 hedge funds and large institutions have $85.1M invested in First Trust Ultra Short Duration Municipal ETF in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 6 reducing their positions, and 6 closing their positions.

Holders
39
Holders Change
-2
Holders Change %
-4.88%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
21
Reduced
6
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$13.9M
2
SAM
2
Strategy Asset Managers
California
$3.77M
3
Morgan Stanley
3
Morgan Stanley
New York
$8.84M
4
RJA
4
Raymond James & Associates
Florida
$7.18M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.6M

Top Sellers

1
Jane Street
1
Jane Street
New York
$292K
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.25M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
SWP
5
Stratos Wealth Partners
Ohio
$1.24M
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$13.9M 688,040 +580,015 +537%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$10.6M 522,970 +40,952 +8%
LPL Financial
3
LPL Financial
California
$9.11M 451,167 +4,950 +1%
Morgan Stanley
4
Morgan Stanley
New York
$8.84M 437,826 +183,422 +72%
RJA
5
Raymond James & Associates
Florida
$7.18M 355,975 +113,121 +47%
APWM
6
Atlas Private Wealth Management
New York
$6.38M 316,141 +39,956 +14%
SAM
7
Strategy Asset Managers
California
$3.77M 187,000 +187,000 New
RJFSA
8
Raymond James Financial Services Advisors
Florida
$3.04M 150,607 +36,745 +32%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.25M 111,654 -24,433 -18%
Osaic Holdings
10
Osaic Holdings
Arizona
$2.24M 111,111 +844 +0.8%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.09M 103,455 +6,716 +7%
SCA
12
Snowden Capital Advisors
New York
$1.7M 84,066 +10,712 +15%
KAS
13
Kestra Advisory Services
Texas
$1.69M 83,854 +5,452 +7%
KA
14
Kovack Advisors
Florida
$1.41M 70,000 – –
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$1.3M 64,585 +18,141 +39%
SWP
16
Stratos Wealth Partners
Ohio
$1.24M 61,469 -19,990 -25%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.21M 59,711 +16,344 +38%
WWM
18
Wagner Wealth Management
South Carolina
$846K 41,927 +14,637 +54%
LA
19
LexAurum Advisors
Kansas
$714K 35,393 +35,393 New
NA
20
NewEdge Advisors
Louisiana
$682K 33,787 +7,377 +28%
WCFA
21
Walkner Condon Financial Advisors
Wisconsin
$634K 31,453 +4,077 +15%
MSFS
22
Main Street Financial Solutions
Pennsylvania
$581K 28,800 +14,800 +106%
FAIM
23
Financial Advocates Investment Management
Washington
$459K 22,761 -10,557 -32%
BFG
24
Barber Financial Group
Kansas
$456K 22,617 – –
SWA
25
Stratos Wealth Advisors
Ohio
$452K 22,408 -3,446 -13%
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