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

$20.14 +0.01 (+0.05%)
As of 01/14/2025 04:10 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)
32
Total
Institutional Inflows
(last 12 months)
$13.31M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$13.47M
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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
1/14/2025GSG Advisors LLC51,633$1.04M0.3%-13.9%0.504%
1/8/2025 International 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%
10/22/2024Mainsail 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%
10/8/2024Dynamic Advisor Solutions LLC28,071$565K0.0%+16.0%0.274%
10/7/2024WealthBridge Capital Management LLC25,299$509K0.1%+60.3%0.247%
10/5/2024Inspirion 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%
7/16/2024Mainsail Financial Group LLC249,032$5.00M2.9%+15.6%2.430%
7/15/2024Dynamic Advisor Solutions LLC24,201$485K0.0%-2.3%0.236%
7/15/2024Occidental Asset Management LLC19,450$390K0.1%-17.3%0.190%
7/13/2024Inspirion Wealth Advisors LLC156,865$3.15M0.5%-7.6%1.530%
7/12/2024Opal 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%
4/30/2024Private Advisor Group LLC91,919$1.84M0.0%-4.4%0.880%
4/30/2024J.W. Cole Advisors Inc.132,493$2.66M0.1%-4.4%1.268%
4/29/2024Commonwealth Equity Services LLC262,977$5.27M0.0%+16.4%2.517%
4/29/2024Benjamin F. Edwards & Company Inc.14,288$286K0.0%+57.7%0.137%
4/29/2024Insight Inv LLC20,050$402K0.3%-15.6%0.192%
4/25/2024Capital Investment Advisory Services LLC19,527$391K0.0%+26.8%0.187%
4/23/2024Global Retirement Partners LLC1,940$39K0.0%-36.2%0.019%
4/23/2024Raymond James Financial Services Advisors Inc.483,698$9.69M0.0%-7.8%4.629%
4/22/2024Nilsine Partners LLC213,322$4.27M0.6%+5.7%2.041%
4/19/2024Mainsail Financial Group LLC215,509$4.32M3.0%+2.2%1.596%
4/18/2024Naviter Wealth LLC61,042$1.22M0.2%-41.9%0.452%
4/17/2024White Wing Wealth Management28,589$573K0.5%-53.7%0.212%
4/16/2024Occidental Asset Management LLC23,508$471K0.1%-19.7%0.174%
4/15/2024Kingswood Wealth Advisors LLC10,966$220K0.0%N/A0.081%
4/13/2024Inspirion Wealth Advisors LLC169,765$3.40M0.6%-4.2%1.258%
4/11/2024GSG Advisors LLC59,258$1.19M0.4%-5.7%0.439%
4/11/2024RFG Advisory LLC14,821$297K0.0%-4.7%0.110%
4/10/2024One Plus One Wealth Management LLC23,647$474K0.3%-3.1%0.175%
2/14/2024Visionary Wealth Advisors50,327$1.01M0.1%-5.5%0.373%
2/12/2024Steward Partners Investment Advisory LLC31,881$640K0.0%-36.4%0.236%
2/7/2024Envestnet Portfolio Solutions Inc.29,213$586K0.0%-23.1%0.216%
2/7/2024Principal Securities Inc.1,700$34K0.0%N/A0.013%
2/7/2024Concourse Financial Group Securities Inc.9,521$191K0.0%+35.7%0.071%
2/6/2024Private Advisor Group LLC96,133$1.93M0.0%+10.8%0.712%
2/6/2024Spire Wealth Management15,281$307K0.0%-10.8%0.113%
2/6/2024Benjamin F. Edwards & Company Inc.9,060$182K0.0%-18.0%0.067%
2/6/2024Eldridge Investment Advisors Inc.72,003$1.44M0.4%-39.1%0.533%
2/5/2024Kestra Private Wealth Services LLC22,193$445K0.0%-9.1%0.164%
2/5/2024Naviter Wealth LLC104,984$2.11M0.4%+37.8%0.778%
2/2/2024Kovack Advisors Inc.12,447$250K0.0%-19.4%0.092%
2/2/2024VCI Wealth Management LLC12,551$252K0.2%N/A0.093%
2/1/2024Capital Investment Advisory Services LLC15,400$309K0.0%N/A0.114%
2/1/2024Sigma Planning Corp20,505$411K0.0%-49.6%0.152%
1/31/2024J.W. Cole Advisors Inc.138,528$2.78M0.2%-0.7%1.026%
1/25/2024White Wing Wealth Management61,745$1.24M1.1%N/A0.457%
1/24/2024Nilsine Partners LLC201,894$4.05M0.6%+0.9%1.496%
1/24/2024Total Clarity Wealth Management Inc.17,956$360K0.1%N/A0.133%
1/19/2024Mainsail Financial Group LLC210,811$4.22M3.3%-0.8%1.562%
1/19/2024Occidental Asset Management LLC29,259$587K0.1%-2.1%0.217%
1/18/2024Gradient Investments LLC10,163$204K0.0%+5.2%0.075%
1/18/2024Hobart Private Capital LLC10,925$219K0.1%N/A0.081%
1/16/2024 HBW Advisory Services LLC10,503$211K0.0%-13.1%0.078%
1/16/2024Raymond James Financial Services Advisors Inc.524,677$10.53M0.0%+8.0%3.886%
1/16/2024Raymond James & Associates45,000$903K0.0%-24.6%0.333%
1/11/2024Ausdal Financial Partners Inc.18,862$378K0.0%-17.0%0.140%
1/11/2024Naples Global Advisors LLC11,500$231K0.0%N/A0.085%
1/11/2024Dynamic Advisor Solutions LLC23,270$467K0.0%-2.4%0.172%
1/11/2024GSG Advisors LLC62,838$1.26M0.5%+20.6%0.465%
1/10/2024Inspirion Wealth Advisors LLC177,265$3.56M0.6%-2.7%1.313%
12/1/2023PFS Partners LLC1,482$30K0.0%-81.1%0.011%
11/16/2023Harbour Investments Inc.13,811$275K0.0%+10.2%0.102%
11/13/2023Visionary Wealth Advisors53,231$1.06M0.1%-11.2%0.394%
(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, 98 institutional investors and hedge funds held shares of First Trust Ultra Short Duration Municipal ETF. The most heavily invested institutionals were LPL Financial LLC ($18.49M), NewEdge Advisors LLC ($12.57M), Rockefeller Capital Management L.P. ($10.38M), 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: Mainsail Financial Group LLC ($296.26K), Flow Traders U.S. LLC ($201.94K), Commonwealth Equity Services LLC ($183.30K), Gladstone Institutional Advisory LLC ($119.92K), Advisor Group Holdings Inc. ($116.75K), Naviter Wealth LLC ($115.62K), and Private Advisor Group LLC ($105.64K).

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

Institutional investors have bought a total of 2,991,328 shares in the last 24 months. This purchase volume represents approximately $59.77M in transactions.

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

Of the 62 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 ($603.66K), Raymond James & Associates ($253.45K), Private Advisor Group LLC ($218.42K), Inspirion Wealth Advisors LLC ($169.85K), Raymond James Financial Services Advisors Inc. ($168.95K), Kovack Advisors Inc. ($162.50K), and Flow Traders U.S. LLC ($159.82K).

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

Institutional investors have sold a total of 3,052,387 shares in the last 24 months. This volume of shares sold represents approximately $60.99M in transactions.


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This page (NYSEARCA:FUMB) was last updated on 1/15/2025 by MarketBeat.com Staff
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