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First Trust Ultra Short Duration Municipal ETF
FUMB

Overview Fund Activity

84 hedge funds and large institutions have $211M invested in First Trust Ultra Short Duration Municipal ETF in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 25 reducing their positions, and 10 closing their positions.

Holders
84
Holders Change
+7
Holders Change %
+9.09%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
19
Increased
32
Reduced
25
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$39.5M
2
SWP
2
Stratos Wealth Partners
Ohio
$7.31M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.54M
4
MFG
4
Mainsail Financial Group
Washington
$3.61M
5
NA
5
NewEdge Advisors
Louisiana
$7.77M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$24.8M
2
SAM
2
Strategy Asset Managers
California
$0
3
Jane Street
3
Jane Street
New York
$585K
4
APWM
4
Atlas Private Wealth Management
New York
$5.86M
5
AFP
5
Ausdal Financial Partners
Iowa
$528K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$39.5M 1,979,829 +516,329 +35%
LPL Financial
2
LPL Financial
California
$24.8M 1,245,427 -255,056 -17%
HighTower Advisors
3
HighTower Advisors
Illinois
$21.9M 1,098,463 +44,787 +4%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$11.4M 571,017 -28,344 -5%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.54M 427,933 +240,944 +129%
NA
6
NewEdge Advisors
Louisiana
$7.77M 454,427 +194,197 +75%
SWP
7
Stratos Wealth Partners
Ohio
$7.31M 366,358 +323,496 +755%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$6.19M 310,168 +146,332 +89%
Osaic Holdings
9
Osaic Holdings
Arizona
$5.96M 298,703 +116,750 +64%
APWM
10
Atlas Private Wealth Management
New York
$5.86M 293,875 -44,702 -13%
RJA
11
Raymond James & Associates
Florida
$4.79M 240,175 -19,336 -7%
IWA
12
Inspirion Wealth Advisors
Illinois
$4.66M 233,388 -33,400 -13%
EIA
13
Eldridge Investment Advisors
New Hampshire
$4.21M 210,994 +32,979 +19%
UBS Group
14
UBS Group
Switzerland
$3.97M 199,058 +69,819 +54%
MFG
15
Mainsail Financial Group
Washington
$3.61M 180,754 +180,754 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$3.18M 159,589 +39,896 +33%
JWCA
17
J.W. Cole Advisors
Florida
$3.14M 157,216 -1,443 -0.9%
KA
18
Kovack Advisors
Florida
$3.03M 152,000 -25,000 -14%
IWC
19
Integrated Wealth Concepts
Massachusetts
$2.77M 138,818 +138,818 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$2.47M 123,938 -10,991 -8%
GIA
21
Gladstone Institutional Advisory
Florida
$2.31M 115,560 +115,560 New
ATPW
22
Ashton Thomas Private Wealth
Arizona
$2.06M 103,054 +88,848 +625%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$1.93M 96,926 -3,631 -4%
KPWS
24
Kestra Private Wealth Services
Texas
$1.66M 83,231 +11,435 +16%
BFG
25
Barber Financial Group
Kansas
$1.6M 79,977 +22,187 +38%
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