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First Trust Ultra Short Duration Municipal ETF
FUMB

Overview Fund Activity

77 hedge funds and large institutions have $182M invested in First Trust Ultra Short Duration Municipal ETF in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
77
Holders Change
+11
Holders Change %
+16.67%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
30
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$29.7M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$20.9M
3
NA
3
NewEdge Advisors
Louisiana
$5.16M
4
SAM
4
Strategy Asset Managers
California
$3.73M
5
JWCA
5
J.W. Cole Advisors
Florida
$3.15M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$11.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.71M
3
SCA
3
Snowden Capital Advisors
New York
$933K
4
FTUS
4
Flow Traders U.S.
New York
$0
5
WCFA
5
Walkner Condon Financial Advisors
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$29.7M 1,500,483 +500,359 +50%
Morgan Stanley
2
Morgan Stanley
New York
$29M 1,463,500 +9,496 +0.7%
HighTower Advisors
3
HighTower Advisors
Illinois
$20.9M 1,053,676 +484,528 +85%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$11.9M 599,361 -236,958 -28%
APWM
5
Atlas Private Wealth Management
New York
$6.71M 338,577 +6,846 +2%
PAG
6
Private Advisor Group
New Jersey
$6.48M 326,993 +147,010 +82%
IWA
7
Inspirion Wealth Advisors
Illinois
$5.29M 266,788 +7,960 +3%
NA
8
NewEdge Advisors
Louisiana
$5.16M 260,230 +230,734 +782%
RJA
9
Raymond James & Associates
Florida
$5.14M 259,511 -20,804 -7%
SAM
10
Strategy Asset Managers
California
$3.73M 188,376 +188,376 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.71M 186,989 -100,204 -35%
Osaic Holdings
12
Osaic Holdings
Arizona
$3.61M 181,953 +36,852 +25%
EIA
13
Eldridge Investment Advisors
New Hampshire
$3.53M 178,015 +73,974 +71%
KA
14
Kovack Advisors
Florida
$3.51M 177,000 – –
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$3.25M 163,836 -5,175 -3%
JWCA
16
J.W. Cole Advisors
Florida
$3.15M 158,659 +158,659 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$2.67M 134,929 +22,486 +20%
UBS Group
18
UBS Group
Switzerland
$2.56M 129,239 +129,090 +86,638%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.37M 119,693 +17,383 +17%
Jane Street
20
Jane Street
New York
$2.33M 117,448 +117,448 New
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$1.99M 100,557 -13,713 -12%
KAS
22
Kestra Advisory Services
Texas
$1.57M 78,971 -3,479 -4%
MWM
23
Mattern Wealth Management
Kansas
$1.43M 71,981 – –
KPWS
24
Kestra Private Wealth Services
Texas
$1.42M 71,796 +71,796 New
AFP
25
Ausdal Financial Partners
Iowa
$1.2M 60,554 +8,474 +16%
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