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First Trust Ultra Short Duration Municipal ETF
FUMB

Overview Fund Activity

78 hedge funds and large institutions have $139M invested in First Trust Ultra Short Duration Municipal ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 31 reducing their positions, and 9 closing their positions.

Holders
78
Holders Change
-3
Holders Change %
-3.7%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
26
Reduced
31
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$19.4M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.41M
3
PFS
3
Prospera Financial Services
Texas
$643K
4
KAS
4
Kestra Advisory Services
Texas
$3.76M
5
MFG
5
Mainsail Financial Group
Washington
$5.5M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.05M
2
IWA
2
Inspirion Wealth Advisors
Illinois
$1.95M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$3.18M
4
Morgan Stanley
4
Morgan Stanley
New York
$21.4M
5
Jane Street
5
Jane Street
New York
$765K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$21.4M 1,064,723 -41,432 -4%
LPL Financial
2
LPL Financial
California
$19.4M 966,711 +96,825 +11%
NA
3
NewEdge Advisors
Louisiana
$12.3M 611,358 -15,303 -2%
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$10.4M 515,952 +3,419 +0.7%
MFG
5
Mainsail Financial Group
Washington
$5.5M 273,196 +24,164 +10%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.51M 224,270 -1,109 -0.5%
NP
7
Nilsine Partners
Colorado
$4.42M 219,892 +3,583 +2%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$4.41M 219,355 +75,592 +53%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$4.36M 216,820 -6,694 -3%
KAS
10
Kestra Advisory Services
Texas
$3.76M 187,131 +30,758 +20%
Osaic Holdings
11
Osaic Holdings
Arizona
$3.18M 157,911 -48,245 -23%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$3.15M 156,396 +257 +0.2%
JWCA
13
J.W. Cole Advisors
Florida
$2.79M 138,779 +7,771 +6%
Wells Fargo
14
Wells Fargo
California
$2.43M 120,939 +15,592 +15%
JIR
15
James Investment Research
Ohio
$2.29M 114,009 – –
IWA
16
Inspirion Wealth Advisors
Illinois
$1.95M 96,936 -59,929 -38%
Stifel Financial
17
Stifel Financial
Missouri
$1.75M 87,164 -1,487 -2%
MWM
18
Modern Wealth Management
Kansas
$1.44M 71,826 -13,510 -16%
UBS Group
19
UBS Group
Switzerland
$1.38M 68,728 -16,237 -19%
SA
20
Sanctuary Advisors
Indiana
$1.36M 67,636 -8,605 -11%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.35M 66,868 +8,411 +14%
PAG
22
Private Advisor Group
New Jersey
$1.33M 66,111 -19,016 -22%
GA
23
GSG Advisors
New Jersey
$1.21M 59,999 +387 +0.6%
SPC
24
Sigma Planning Corp
Michigan
$1.19M 59,343 -3,351 -5%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$1.16M 57,558 -15,980 -22%
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