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First Trust Ultra Short Duration Municipal ETF (FUMB) Institutional Ownership

$20.05 +0.01 (+0.05%)
Closing price 04/17/2025 04:10 PM Eastern
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$20.05 0.00 (-0.02%)
As of 04/17/2025 04:47 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust Ultra Short Duration Municipal ETF (NYSEARCA:FUMB)

Number of
Institutional Buyers
(last 12 months)
42
Total
Institutional Inflows
(last 12 months)
$33.05M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$14.29M
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FUMB Institutional Buying and Selling by Quarter

First Trust Ultra Short Duration Municipal ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2025 Dynamic Advisor Solutions LLC20,453$411K0.0%+34.3%0.219%
4/16/2025 Opal Wealth Advisors LLC4,204$84K0.0%-65.6%0.045%
4/15/2025 Mainsail Financial Group LLC281,510$5.66M3.2%+4.9%3.011%
4/15/2025 CX Institutional2,294$46K0.0%N/A0.025%
4/14/2025 One Plus One Wealth Management LLC15,588$313K0.2%N/A0.167%
4/9/2025 RFG Advisory LLC10,414$209K0.0%-23.5%0.111%
4/9/2025 Inspirion Wealth Advisors LLC87,261$1.75M0.2%-10.0%0.933%
2/17/2025Visionary Wealth Advisors29,232$587K0.0%+5.8%0.285%
2/17/2025Cetera Investment Advisers49,802$1.00M0.0%-13.5%0.486%
2/17/2025Baird Financial Group Inc.10,000$201K0.0%N/A0.098%
2/14/2025Jane Street Group LLC108,745$2.19M0.0%+185.8%1.061%
2/14/2025Comerica Bank22,292$448K0.0%-12.7%0.217%
2/14/2025Coppell Advisory Solutions LLC2,942$59K0.0%+253.2%0.029%
2/14/2025Stifel Financial Corp107,946$2.17M0.0%+23.8%1.053%
2/14/2025Concourse Financial Group Securities Inc.1,907$38K0.0%-68.1%0.019%
2/13/2025NewEdge Advisors LLC672,846$13.52M0.1%+10.1%6.564%
2/13/2025Rockefeller Capital Management L.P.537,423$10.80M0.0%+4.2%5.243%
2/13/2025Raymond James Financial Inc.252,346$5.07M0.0%N/A2.462%
2/13/2025Titleist Asset Management LLC17,124$344K0.0%-4.5%0.167%
2/13/2025Envestnet Asset Management Inc.76,244$1.53M0.0%+14.0%0.744%
2/13/2025Wells Fargo & Company MN164,501$3.31M0.0%+36.0%1.605%
2/12/2025World Investment Advisors14,014$282K0.0%N/A0.137%
2/12/2025JPMorgan Chase & Co.214,845$4.32M0.0%-2.1%2.096%
2/12/2025Core Wealth Partners LLC25,231$507K0.3%+5.0%0.246%
2/11/2025Modern Wealth Management LLC40,549$815K0.0%-43.5%0.396%
2/11/2025LPL Financial LLC883,554$17.75M0.0%-8.6%8.620%
2/10/2025Thrivent Financial for Lutherans30,245$608K0.0%+22.4%0.295%
2/10/2025Harbour Investments Inc.2,708$54K0.0%-67.0%0.026%
2/10/2025Envestnet Portfolio Solutions Inc.22,503$452K0.0%-24.1%0.220%
2/10/2025Commonwealth Equity Services LLC222,274$4.47M0.0%+2.5%2.169%
2/7/2025Independent Advisor Alliance195,163$3.92M0.1%N/A1.904%
2/7/2025Naviter Wealth LLC40,375$811K0.1%+12.2%0.394%
2/6/2025Raymond James Financial Inc.252,346$5.07M0.0%N/A2.462%
2/5/2025Siligmueller & Norvid Wealth Advisors LLC81,186$1.63M0.7%N/A0.792%
2/3/2025Sigma Planning Corp78,211$1.57M0.0%+31.8%0.763%
2/3/2025Advyzon Investment Management LLC15,231$306K0.1%N/A0.149%
2/3/2025WealthBridge Capital Management LLC30,925$621K0.2%+22.2%0.302%
2/3/2025Private Advisor Group LLC55,223$1.11M0.0%-16.5%0.539%
1/31/2025Sanctuary Advisors LLC63,215$1.27M0.0%-6.5%0.617%
1/31/2025J.W. Cole Advisors Inc.126,858$2.55M0.1%-8.6%1.238%
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1/30/2025Csenge Advisory Group29,000$583K0.0%+3.6%0.283%
1/30/2025James Investment Research Inc.129,437$2.60M0.3%+13.5%1.263%
1/29/2025 Opal Wealth Advisors LLC12,220$246K0.1%N/A0.119%
1/28/2025 Mainsail Financial Group LLC268,366$5.39M3.1%-1.8%2.618%
1/23/2025Capital Investment Advisory Services LLC26,802$538K0.1%+5.8%0.261%
1/22/2025VCI Wealth Management LLC14,946$300K0.1%-5.7%0.146%
1/22/2025Mattern Wealth Management LLC45,971$924K0.2%-2.8%0.448%
1/22/2025Nilsine Partners LLC234,950$4.72M0.5%+6.8%2.292%
1/22/2025Kingswood Wealth Advisors LLC12,163$244K0.0%N/A0.119%
1/21/2025Insight Inv LLC28,275$568K0.4%+50.4%0.276%
1/21/2025 Dynamic Advisor Solutions LLC15,233$306K0.0%-45.7%0.149%
1/15/2025Occidental Asset Management LLC18,200$366K0.1%-6.4%0.178%
1/14/2025GSG Advisors LLC51,633$1.04M0.3%-13.9%0.504%
1/8/2025International Assets Investment Management LLC22,500$452K0.0%N/A0.220%
12/26/2024JPMorgan Chase & Co.219,355$4.41M0.0%+52.6%2.140%
11/25/2024Sanctuary Advisors LLC67,636$1.36M0.0%-11.3%0.660%
11/15/2024Insight Inv LLC18,800$378K0.3%-6.2%0.183%
11/15/2024MML Investors Services LLC10,233$206K0.0%-11.0%0.100%
11/15/2024Jane Street Group LLC38,051$765K0.0%-41.0%0.371%
11/15/2024Stifel Financial Corp87,164$1.75M0.0%-1.7%0.850%
11/15/2024Benjamin Edwards Inc.13,728$276K0.0%N/A0.134%
11/14/2024Flow Traders U.S. LLC10,725$216K0.0%-66.2%0.105%
11/14/2024Rockefeller Capital Management L.P.515,952$10.38M0.0%+0.7%5.034%
11/8/2024Prospera Financial Services Inc31,979$643K0.0%N/A0.312%
11/7/2024Thrivent Financial for Lutherans24,700$497K0.0%+50.8%0.241%
11/5/2024Ashton Thomas Private Wealth LLC49,150$989K0.1%-11.9%0.480%
11/4/2024Core Wealth Partners LLC24,031$483K0.3%N/A0.234%
11/4/2024Sigma Planning Corp59,343$1.19M0.0%-5.3%0.579%
10/31/2024Concurrent Investment Advisors LLC11,397$229K0.0%N/A0.111%
10/28/2024Stephens Inc. AR41,611$837K0.0%+17.2%0.406%
10/24/2024J.W. Cole Advisors Inc.138,779$2.79M0.1%+5.9%1.354%
10/22/2024Private Advisor Group LLC66,111$1.33M0.0%-22.3%0.645%
10/22/2024 Mainsail Financial Group LLC273,196$5.50M3.3%+9.7%2.665%
10/16/2024Naviter Wealth LLC35,977$724K0.1%-41.1%0.351%
10/10/2024Concourse Financial Group Securities Inc.5,970$120K0.0%-29.8%0.058%
10/8/2024 Dynamic Advisor Solutions LLC28,071$565K0.0%+16.0%0.274%
10/7/2024WealthBridge Capital Management LLC25,299$509K0.1%+60.3%0.247%
10/5/2024 Inspirion Wealth Advisors LLC96,936$1.95M0.3%-38.2%0.946%
9/5/2024Sanctuary Advisors LLC76,241$1.53M0.0%N/A0.744%
8/22/2024Cetera Investment Advisers73,538$1.48M0.0%+2.9%0.717%
8/16/2024NewEdge Advisors LLC626,661$12.57M0.1%-12.6%6.114%
8/13/2024Benjamin F. Edwards & Company Inc.12,574$252K0.0%-12.0%0.123%
8/8/2024J.W. Cole Advisors Inc.131,008$2.63M0.1%-1.1%1.278%
8/7/2024Ashton Thomas Private Wealth LLC55,811$1.12M0.1%-9.7%0.544%
8/5/2024Private Advisor Group LLC85,127$1.71M0.0%-7.4%0.831%
7/31/2024Nilsine Partners LLC216,309$4.34M0.6%+1.4%2.110%
7/31/2024Commonwealth Equity Services LLC223,514$4.48M0.0%-15.0%2.181%
7/26/2024Harbour Investments Inc.8,986$180K0.0%-26.8%0.088%
7/17/2024Mcdonald Partners LLC45,500$913K0.2%-7.1%0.444%
7/17/2024Mattern Wealth Management LLC47,304$949K0.2%-24.1%0.462%
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7/16/2024 Mainsail Financial Group LLC249,032$5.00M2.9%+15.6%2.430%
7/15/2024 Dynamic Advisor Solutions LLC24,201$485K0.0%-2.3%0.236%
7/15/2024Occidental Asset Management LLC19,450$390K0.1%-17.3%0.190%
7/13/2024 Inspirion Wealth Advisors LLC156,865$3.15M0.5%-7.6%1.530%
7/12/2024 Opal Wealth Advisors LLC8,627$173K0.1%N/A0.084%
7/9/2024Kingswood Wealth Advisors LLC12,163$244K0.0%+10.9%0.119%
5/24/2024Cetera Advisors LLC54,859$1.10M0.0%+58.7%0.535%
5/17/2024Comerica Bank24,839$498K0.0%-19.9%0.242%
5/14/2024Mattern Wealth Management LLC62,304$1.25M0.3%-22.4%0.608%
5/1/2024Concourse Financial Group Securities Inc.8,701$174K0.0%-8.6%0.083%
(Data available from 1/1/2016 forward)

FUMB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FUMB shares?

During the previous two years, 97 institutional investors and hedge funds held shares of First Trust Ultra Short Duration Municipal ETF. The most heavily invested institutionals were LPL Financial LLC ($17.75M), NewEdge Advisors LLC ($13.52M), Rockefeller Capital Management L.P. ($10.80M), Raymond James Financial Services Advisors Inc. ($9.69M), Atlas Private Wealth Management ($7.85M), Osaic Holdings Inc. ($6.98M), and Stratos Wealth Partners LTD. ($6.56M).Learn more on FUMB's institutional investors.

Which institutional investors have been buying First Trust Ultra Short Duration Municipal ETF stock?

Of the 77 institutional investors that purchased First Trust Ultra Short Duration Municipal ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($504.69K), Flow Traders U.S. LLC ($201.94K), Independent Advisor Alliance ($195.16K), Mainsail Financial Group LLC ($128.65K), Naviter Wealth LLC ($120.02K), Private Advisor Group LLC ($105.64K), and Atlas Private Wealth Management ($100.24K).

How much institutional buying is happening at First Trust Ultra Short Duration Municipal ETF?

Institutional investors have bought a total of 3,006,259 shares in the last 24 months. This purchase volume represents approximately $60.23M in transactions.

Which First Trust Ultra Short Duration Municipal ETF major shareholders have been selling company stock?

Of the 60 institutional investors that sold First Trust Ultra Short Duration Municipal ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($431.76K), Raymond James & Associates ($234.11K), Flow Traders U.S. LLC ($159.82K), Raymond James Financial Services Advisors Inc. ($140.61K), Eldridge Investment Advisors Inc. ($138.99K), Kovack Advisors Inc. ($137.50K), and Commonwealth Equity Services LLC ($127.63K).

How much institutional selling is happening at First Trust Ultra Short Duration Municipal ETF?

Institutional investors have sold a total of 2,530,735 shares in the last 24 months. This volume of shares sold represents approximately $50.61M in transactions.


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This page (NYSEARCA:FUMB) was last updated on 4/18/2025 by MarketBeat.com Staff
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