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First Trust Ultra Short Duration Municipal ETF
FUMB

Overview Fund Activity

87 hedge funds and large institutions have $192M invested in First Trust Ultra Short Duration Municipal ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 32 reducing their positions, and 14 closing their positions.

Holders
87
Holders Change
-3
Holders Change %
-3.33%
% of All Funds
1.37%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
26
Reduced
32
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$22.7M
2
Jane Street
2
Jane Street
New York
$12M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.19M
4
NW
4
Naviter Wealth
Arkansas
$1.73M
5
VWA
5
Visionary Wealth Advisors
Illinois
$1.2M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$1.15M
2
SWP
2
Stratos Wealth Partners
Ohio
$0
3
LPL Financial
3
LPL Financial
California
$19.2M
4
RJA
4
Raymond James & Associates
Florida
$1.21M
5
Morgan Stanley
5
Morgan Stanley
New York
$25.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$25.5M 1,276,309 -194,757 -13%
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$22.7M 1,135,561 +1,120,741 +7,562%
LPL Financial
3
LPL Financial
California
$19.2M 962,389 -314,321 -25%
Jane Street
4
Jane Street
New York
$12M 600,831 +370,339 +161%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$10.4M 518,497 -66,737 -11%
NA
6
NewEdge Advisors
Louisiana
$8.99M 449,838 +1,337 +0.3%
APWM
7
Atlas Private Wealth Management
New York
$7.53M 376,976 +18,007 +5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$7.19M 359,654 +95,367 +36%
Osaic Holdings
9
Osaic Holdings
Arizona
$6.98M 349,456 +21,140 +6%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$4.86M 243,189 -41,379 -15%
MFG
11
Mainsail Financial Group
Washington
$4.15M 207,541 -21,401 -9%
NP
12
Nilsine Partners
Colorado
$3.75M 187,624 -6,985 -4%
IWA
13
Inspirion Wealth Advisors
Illinois
$3.72M 185,967 -8,510 -4%
UBS Group
14
UBS Group
Switzerland
$3.09M 154,496 -46,826 -23%
JWCA
15
J.W. Cole Advisors
Florida
$2.85M 142,886 -12,778 -8%
IWC
16
Integrated Wealth Concepts
Massachusetts
$2.74M 136,889 +2,009 +1%
EIA
17
Eldridge Investment Advisors
New Hampshire
$2.48M 123,892 -57,204 -32%
GIA
18
Gladstone Institutional Advisory
Florida
$2.4M 120,235 +319 +0.3%
KAS
19
Kestra Advisory Services
Texas
$2.02M 101,319 +21,304 +27%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$1.75M 87,833 -6,759 -7%
PAG
21
Private Advisor Group
New Jersey
$1.74M 87,292 -8,956 -9%
NW
22
Naviter Wealth
Arkansas
$1.73M 86,818 +86,818 New
ATPW
23
Ashton Thomas Private Wealth
Arizona
$1.61M 80,585 -22,477 -22%
MWM
24
Mattern Wealth Management
Kansas
$1.55M 77,816 – –
JIR
25
James Investment Research
Ohio
$1.4M 69,974 -4,094 -6%
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