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First Trust Ultra Short Duration Municipal ETF
FUMB

Overview Fund Activity

81 hedge funds and large institutions have $142M invested in First Trust Ultra Short Duration Municipal ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 31 reducing their positions, and 7 closing their positions.

Holders
81
Holders Change
-2
Holders Change %
-2.41%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
27
Reduced
31
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$17.4M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.88M
3
SA
3
Sanctuary Advisors
Indiana
$1.53M
4
Stifel Financial
4
Stifel Financial
Missouri
$1.78M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.46M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$3.13M
2
Jane Street
2
Jane Street
New York
$1.29M
3
NA
3
NewEdge Advisors
Louisiana
$12.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$22.2M
5
FTUS
5
Flow Traders U.S.
New York
$636K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$22.2M 1,106,155 -88,585 -7%
LPL Financial
2
LPL Financial
California
$17.4M 869,886 +83,661 +11%
NA
3
NewEdge Advisors
Louisiana
$12.6M 626,661 -90,146 -13%
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$10.3M 512,533 +27,940 +6%
MFG
5
Mainsail Financial Group
Washington
$5M 249,032 +33,523 +16%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.52M 225,379 -2,910 -1%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$4.48M 223,514 -39,463 -15%
NP
8
Nilsine Partners
Colorado
$4.34M 216,309 +2,987 +1%
Osaic Holdings
9
Osaic Holdings
Arizona
$4.14M 206,156 -18,620 -8%
IWA
10
Inspirion Wealth Advisors
Illinois
$3.15M 156,865 -12,900 -8%
KAS
11
Kestra Advisory Services
Texas
$3.14M 156,373 +42,478 +37%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$3.13M 156,139 -327,559 -68%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$2.88M 143,763 +78,763 +121%
JWCA
14
J.W. Cole Advisors
Florida
$2.63M 131,008 -1,485 -1%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$2.46M 122,406 +61,961 +103%
JIR
16
James Investment Research
Ohio
$2.29M 114,009 -12,667 -10%
Wells Fargo
17
Wells Fargo
California
$2.11M 105,347 +19,373 +23%
Stifel Financial
18
Stifel Financial
Missouri
$1.78M 88,651 +70,862 +398%
MWM
19
Modern Wealth Management
Kansas
$1.71M 85,336 -9,504 -10%
PAG
20
Private Advisor Group
New Jersey
$1.71M 85,127 -6,792 -7%
UBS Group
21
UBS Group
Switzerland
$1.7M 84,965 -25,880 -23%
SA
22
Sanctuary Advisors
Indiana
$1.53M 76,241 +76,241 New
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$1.48M 73,538 +2,092 +3%
Jane Street
24
Jane Street
New York
$1.29M 64,509 -105,748 -62%
SPC
25
Sigma Planning Corp
Michigan
$1.26M 62,694 +541 +0.9%
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