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First Trust Ultra Short Duration Municipal ETF
FUMB

Overview Fund Activity

48 hedge funds and large institutions have $102M invested in First Trust Ultra Short Duration Municipal ETF in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 8 closing their positions.

Holders
48
Holders Change
+3
Holders Change %
+6.67%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
19
Reduced
11
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$7.73M
2
Morgan Stanley
2
Morgan Stanley
New York
$15.6M
3
IIL
3
Insight Inv LLC
California
$915K
4
LPL Financial
4
LPL Financial
California
$11.3M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$561K

Top Sellers

1
SAM
1
Strategy Asset Managers
California
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.89M
3
Jane Street
3
Jane Street
New York
$0
4
SWP
4
Stratos Wealth Partners
Ohio
$418K
5
WWM
5
Wagner Wealth Management
South Carolina
$372K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$15.6M 776,038 +276,198 +55%
LPL Financial
2
LPL Financial
California
$11.3M 562,194 +34,211 +6%
HighTower Advisors
3
HighTower Advisors
Illinois
$11.3M 560,278 -16,999 -3%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.89M 490,431 -88,599 -15%
RJA
5
Raymond James & Associates
Florida
$7.85M 389,498 +1,488 +0.4%
Citadel Advisors
6
Citadel Advisors
Florida
$7.73M 383,601 +305,081 +389%
APWM
7
Atlas Private Wealth Management
New York
$6.79M 336,995 +18,611 +6%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$3.92M 194,494 +17,163 +10%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.74M 136,055 +13,694 +11%
KA
10
Kovack Advisors
Florida
$2.19M 108,700 +13,700 +14%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.04M 101,357 -10,159 -9%
SCA
12
Snowden Capital Advisors
New York
$1.87M 92,841 +6,648 +8%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.81M 89,761 +5,532 +7%
KAS
14
Kestra Advisory Services
Texas
$1.68M 83,136 +529 +0.6%
TJHA
15
Thomas J. Herzfeld Advisors
Florida
$1.61M 80,047 +1,330 +2%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$1.47M 72,861 -4,429 -6%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.41M 70,158 +903 +1%
SMG
18
Spectrum Management Group
Indiana
$1.01M 50,072 -11,607 -19%
IIL
19
Insight Inv LLC
California
$915K 45,370 +45,370 New
MSFS
20
Main Street Financial Solutions
Pennsylvania
$907K 44,974 +16,174 +56%
HW
21
Hedeker Wealth
Illinois
$840K 41,685 +2,036 +5%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$561K 27,813 +27,813 New
KWM
23
Kingsview Wealth Management
Oregon
$519K 25,750 – –
SPI
24
Sutton Place Investors
New York
$502K 24,910 +24,910 New
FAIM
25
Financial Advocates Investment Management
Washington
$470K 23,302 -5,648 -20%
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