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First Trust Ultra Short Duration Municipal ETF
FUMB

Overview Fund Activity

87 hedge funds and large institutions have $147M invested in First Trust Ultra Short Duration Municipal ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 28 reducing their positions, and 4 closing their positions.

Holders
87
Holders Change
+9
Holders Change %
+11.54%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
30
Reduced
28
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$5.07M
2
IAA
2
Independent Advisor Alliance
North Carolina
$3.92M
3
KAS
3
Kestra Advisory Services
Texas
$6.7M
4
SNWA
4
Siligmueller & Norvid Wealth Advisors
Illinois
$1.63M
5
Jane Street
5
Jane Street
New York
$2.18M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$17.4M
2
LPL Financial
2
LPL Financial
California
$17.8M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
UBS Group
4
UBS Group
Switzerland
$747K
5
MWM
5
Modern Wealth Management
Kansas
$912K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$17.8M 883,554 -83,157 -9%
Morgan Stanley
2
Morgan Stanley
New York
$17.4M 864,005 -200,718 -19%
NA
3
NewEdge Advisors
Louisiana
$13.5M 672,846 +61,488 +10%
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$10.8M 537,423 +21,471 +4%
KAS
5
Kestra Advisory Services
Texas
$6.7M 333,290 +146,159 +78%
MFG
6
Mainsail Financial Group
Washington
$5.39M 268,366 -4,830 -2%
Raymond James Financial
7
Raymond James Financial
Florida
$5.07M 252,346 +252,346 New
NP
8
Nilsine Partners
Colorado
$4.72M 234,950 +15,058 +7%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$4.47M 222,274 +5,454 +3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.46M 222,200 -2,070 -0.9%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$4.32M 214,845 -4,510 -2%
IAA
12
Independent Advisor Alliance
North Carolina
$3.92M 195,163 +195,163 New
Wells Fargo
13
Wells Fargo
California
$3.3M 164,501 +43,562 +36%
Osaic Holdings
14
Osaic Holdings
Arizona
$3.19M 158,779 +868 +0.5%
JIR
15
James Investment Research
Ohio
$2.6M 129,437 +15,428 +14%
JWCA
16
J.W. Cole Advisors
Florida
$2.55M 126,858 -11,921 -9%
Jane Street
17
Jane Street
New York
$2.18M 108,745 +70,694 +186%
Stifel Financial
18
Stifel Financial
Missouri
$2.17M 107,946 +20,782 +24%
IWA
19
Inspirion Wealth Advisors
Illinois
$1.95M 96,936 – –
SNWA
20
Siligmueller & Norvid Wealth Advisors
Illinois
$1.63M 81,186 +81,186 New
SPC
21
Sigma Planning Corp
Michigan
$1.57M 78,211 +18,868 +32%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.53M 76,244 +9,376 +14%
SA
23
Sanctuary Advisors
Indiana
$1.27M 63,215 -4,421 -7%
PAG
24
Private Advisor Group
New Jersey
$1.11M 55,223 -10,888 -16%
GA
25
GSG Advisors
New Jersey
$1.04M 51,633 -8,366 -14%
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