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First Trust Ultra Short Duration Municipal ETF
FUMB

Overview Fund Activity

81 hedge funds and large institutions have $131M invested in First Trust Ultra Short Duration Municipal ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 13 closing their positions.

Holders
81
Holders Change
-6
Holders Change %
-6.9%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
26
Reduced
26
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$11.5M
2
UBS Group
2
UBS Group
Switzerland
$3.85M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$5.43M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6.66M
5
IIL
5
Insight Inv LLC
California
$2.26M

Top Sellers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$2.31M
2
NP
2
Nilsine Partners
Colorado
$0
3
IAA
3
Independent Advisor Alliance
North Carolina
$0
4
KAS
4
Kestra Advisory Services
Texas
$2.95M
5
Morgan Stanley
5
Morgan Stanley
New York
$14M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$15.1M 752,563 -130,991 -15%
Morgan Stanley
2
Morgan Stanley
New York
$14M 696,404 -167,601 -19%
NA
3
NewEdge Advisors
Louisiana
$13.2M 655,130 -17,716 -3%
Wells Fargo
4
Wells Fargo
California
$11.5M 572,130 +407,629 +248%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.66M 331,310 +109,110 +49%
MFG
6
Mainsail Financial Group
Washington
$5.66M 281,510 +13,144 +5%
Osaic Holdings
7
Osaic Holdings
Arizona
$5.43M 270,296 +111,517 +70%
Raymond James Financial
8
Raymond James Financial
Florida
$4.92M 244,591 -7,755 -3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$4.44M 220,737 -1,537 -0.7%
UBS Group
10
UBS Group
Switzerland
$3.85M 191,368 +154,188 +415%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$3.32M 165,334 -49,511 -23%
KAS
12
Kestra Advisory Services
Texas
$2.95M 146,581 -186,709 -56%
JWCA
13
J.W. Cole Advisors
Florida
$2.87M 142,902 +16,044 +13%
JIR
14
James Investment Research
Ohio
$2.79M 138,811 +9,374 +7%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$2.31M 114,967 -422,456 -79%
IIL
16
Insight Inv LLC
California
$2.26M 112,445 +84,170 +298%
Stifel Financial
17
Stifel Financial
Missouri
$1.82M 90,803 -17,143 -16%
IWA
18
Inspirion Wealth Advisors
Illinois
$1.75M 87,261 -9,675 -10%
SNWA
19
Siligmueller & Norvid Wealth Advisors
Illinois
$1.53M 76,376 -4,810 -6%
SPC
20
Sigma Planning Corp
Michigan
$1.44M 71,540 -6,671 -9%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$1.28M 63,791 +13,989 +28%
PAG
22
Private Advisor Group
New Jersey
$1.15M 57,029 +1,806 +3%
GA
23
GSG Advisors
New Jersey
$1.04M 52,019 +386 +0.7%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.02M 50,964 -25,280 -33%
WIM
25
Westside Investment Management
California
$1M 50,000 – –
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