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First Trust Ultra Short Duration Municipal ETF
FUMB

Overview Fund Activity

85 hedge funds and large institutions have $145M invested in First Trust Ultra Short Duration Municipal ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+4
Holders Change %
+4.94%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
31
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
XF
1
XML Financial
Maryland
$9.68M
2
Morgan Stanley
2
Morgan Stanley
New York
$16.1M
3
Truist Financial
3
Truist Financial
North Carolina
$2.4M
4
KPWS
4
Kestra Private Wealth Services
Texas
$1.38M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.52M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$3.49M
2
GA
2
GSG Advisors
New Jersey
$325K
3
NW
3
Naviter Wealth
Arkansas
$0
4
VWA
4
Visionary Wealth Advisors
Illinois
$0
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$16.1M +$2.13M +106,035 +15%
LPL Financial
2
LPL Financial
California
$14.8M -$364K -18,108 -2%
NA
3
NewEdge Advisors
Louisiana
$13.1M -$86.7K -4,315 -0.7%
Wells Fargo
4
Wells Fargo
California
$11.8M +$334K +16,604 +3%
XF
5
XML Financial
Maryland
$9.68M +$9.68M +481,549 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$7.09M +$430K +21,394 +6%
MFG
7
Mainsail Financial Group
Washington
$5.73M +$62.1K +3,080 +1%
Raymond James Financial
8
Raymond James Financial
Florida
$5.56M +$644K +32,054 +13%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$4.47M +$29.8K +1,480 +0.7%
UBS Group
10
UBS Group
Switzerland
$3.85M +$7.7K +383 +0.2%
Osaic Holdings
11
Osaic Holdings
Arizona
$3.49M -$1.94M -96,521 -36%
KAS
12
Kestra Advisory Services
Texas
$3.07M +$123K +6,106 +4%
JWCA
13
J.W. Cole Advisors
Florida
$3M +$129K +6,429 +4%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$2.79M -$533K -26,504 -16%
JIR
15
James Investment Research
Ohio
$2.78M -$11K -549 -0.4%
IIL
16
Insight Inv LLC
California
$2.61M +$353K +17,550 +16%
Truist Financial
17
Truist Financial
North Carolina
$2.4M +$2.08M +103,315 +636%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$2.17M -$136K -6,773 -6%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.52M +$863K +42,940 +131%
IWA
20
Inspirion Wealth Advisors
Illinois
$1.49M -$259K -12,900 -15%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$1.45M +$165K +8,217 +13%
KPWS
22
Kestra Private Wealth Services
Texas
$1.38M +$1M +49,827 +267%
Stifel Financial
23
Stifel Financial
Missouri
$1.36M -$466K -23,162 -26%
SPC
24
Sigma Planning Corp
Michigan
$1.33M -$105K -5,236 -7%
SNWA
25
Siligmueller & Norvid Wealth Advisors
Illinois
$1.32M -$215K -10,652 -14%
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