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First Trust Ultra Short Duration Municipal ETF
FUMB

Overview Fund Activity

94 hedge funds and large institutions have $178M invested in First Trust Ultra Short Duration Municipal ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 26 increasing their positions, 34 reducing their positions, and 13 closing their positions.

Holders
94
Holders Change
+5
Holders Change %
+5.62%
% of All Funds
1.38%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
26
Reduced
34
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$48.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.23M
3
UBS Group
3
UBS Group
Switzerland
$4.81M
4
MWM
4
Modern Wealth Management
Kansas
$1.98M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.04M

Top Sellers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$9.01M
2
APWM
2
Atlas Private Wealth Management
New York
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$5.07M
4
LPL Financial
4
LPL Financial
California
$16.2M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$48.5M 2,416,574 +1,215,630 +101%
LPL Financial
2
LPL Financial
California
$16.2M 808,576 -119,533 -13%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$10.5M 524,677 +39,074 +8%
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$9.01M 449,184 -605,384 -57%
NA
5
NewEdge Advisors
Louisiana
$8.22M 410,133 -37,108 -8%
Osaic Holdings
6
Osaic Holdings
Arizona
$5.07M 252,861 -186,732 -42%
UBS Group
7
UBS Group
Switzerland
$4.81M 239,553 +101,190 +73%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.7M 234,147 -16,978 -7%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$4.53M 226,009 +4,010 +2%
MFG
10
Mainsail Financial Group
Washington
$4.22M 210,811 -1,666 -0.8%
NP
11
Nilsine Partners
Colorado
$4.05M 201,894 +1,746 +0.9%
IWA
12
Inspirion Wealth Advisors
Illinois
$3.56M 177,265 -5,000 -3%
JWCA
13
J.W. Cole Advisors
Florida
$2.78M 138,528 -1,007 -0.7%
IWC
14
Integrated Wealth Concepts
Massachusetts
$2.68M 133,419 +31 +0%
KAS
15
Kestra Advisory Services
Texas
$2.46M 122,521 -1,797 -1%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$2.23M 111,368 +111,368 New
NW
17
Naviter Wealth
Arkansas
$2.11M 104,984 +28,801 +38%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$2.04M 101,870 +90,704 +812%
MWM
19
Modern Wealth Management
Kansas
$1.98M 98,594 +98,594 New
Jane Street
20
Jane Street
New York
$1.94M 96,863 +52,552 +119%
PAG
21
Private Advisor Group
New Jersey
$1.93M 96,133 +9,394 +11%
MWM
22
Mattern Wealth Management
Kansas
$1.61M 80,304 +2,488 +3%
EIA
23
Eldridge Investment Advisors
New Hampshire
$1.44M 72,003 -46,240 -39%
JIR
24
James Investment Research
Ohio
$1.26M 62,977 -6,997 -10%
GA
25
GSG Advisors
New Jersey
$1.26M 62,838 +10,748 +21%
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