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First Trust Ultra Short Duration Municipal ETF
FUMB

Overview Fund Activity

83 hedge funds and large institutions have $151M invested in First Trust Ultra Short Duration Municipal ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 38 reducing their positions, and 17 closing their positions.

Holders
83
Holders Change
-11
Holders Change %
-11.7%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
18
Reduced
38
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
1
NewEdge Advisors
Louisiana
$14.4M
2
Jane Street
2
Jane Street
New York
$3.41M
3
JIR
3
James Investment Research
Ohio
$2.54M
4
FTUS
4
Flow Traders U.S.
New York
$1.86M
5
Wells Fargo
5
Wells Fargo
California
$1.72M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$23.9M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$0
3
UBS Group
3
UBS Group
Switzerland
$2.22M
4
EIA
4
Eldridge Investment Advisors
New Hampshire
$0
5
BFG
5
Bleakley Financial Group
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$23.9M 1,194,740 -1,221,834 -51%
LPL Financial
2
LPL Financial
California
$15.8M 786,225 -22,351 -3%
NA
3
NewEdge Advisors
Louisiana
$14.4M 716,807 +306,674 +75%
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$9.71M 484,593 +35,409 +8%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$9.69M 483,698 -40,979 -8%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$5.27M 262,977 +36,968 +16%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$4.57M 228,289 -5,858 -3%
Osaic Holdings
8
Osaic Holdings
Arizona
$4.5M 224,776 -28,085 -11%
MFG
9
Mainsail Financial Group
Washington
$4.32M 215,509 +4,698 +2%
NP
10
Nilsine Partners
Colorado
$4.27M 213,322 +11,428 +6%
Jane Street
11
Jane Street
New York
$3.41M 170,257 +73,394 +76%
IWA
12
Inspirion Wealth Advisors
Illinois
$3.4M 169,765 -7,500 -4%
JWCA
13
J.W. Cole Advisors
Florida
$2.65M 132,493 -6,035 -4%
JIR
14
James Investment Research
Ohio
$2.54M 126,676 +63,699 +101%
KAS
15
Kestra Advisory Services
Texas
$2.28M 113,895 -8,626 -7%
UBS Group
16
UBS Group
Switzerland
$2.22M 110,845 -128,708 -54%
MWM
17
Modern Wealth Management
Kansas
$1.9M 94,840 -3,754 -4%
FTUS
18
Flow Traders U.S.
New York
$1.86M 92,575 +61,534 +198%
PAG
19
Private Advisor Group
New Jersey
$1.84M 91,919 -4,214 -4%
Wells Fargo
20
Wells Fargo
California
$1.72M 85,974 +46,255 +116%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$1.43M 71,446 +26,902 +60%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$1.3M 65,000 -46,368 -42%
MWM
23
Mattern Wealth Management
Kansas
$1.25M 62,304 -18,000 -22%
SPC
24
Sigma Planning Corp
Michigan
$1.25M 62,153 +41,648 +203%
ATPW
25
Ashton Thomas Private Wealth
Arizona
$1.24M 61,817 – –
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