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

$20.14 +0.01 (+0.02%)
As of 10:39 AM 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)
57
Total
Institutional Inflows
(last 12 months)
$51.30M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$20.17M
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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
8/19/2025Newbridge Financial Services Group Inc.1,436$29K0.0%N/A0.013%
8/15/2025Modern Wealth Management LLC36,955$743K0.0%-3.8%0.345%
8/15/2025Benjamin Edwards Inc.12,401$249K0.0%N/A0.116%
8/14/2025Raymond James Financial Inc.276,645$5.56M0.0%+13.1%2.585%
8/14/2025NewEdge Advisors LLC650,815$13.08M0.1%-0.7%6.082%
8/12/2025J.W. Cole Advisors Inc.149,331$3.00M0.1%+4.5%1.396%
8/12/2025Steward Partners Investment Advisory LLC4,512$91K0.0%-45.4%0.042%
8/12/2025Titleist Asset Management LLC15,536$312K0.0%-9.1%0.145%
8/12/2025WealthBridge Capital Management LLC41,926$843K0.2%+7.7%0.392%
8/12/2025JPMorgan Chase & Co.138,830$2.79M0.0%-16.0%1.297%
8/8/2025Rockefeller Capital Management L.P.108,194$2.18M0.0%-5.9%1.040%
8/8/2025Cetera Investment Advisers72,008$1.45M0.0%+12.9%0.692%
8/8/2025Meridian Wealth Management LLC12,000$241K0.0%N/A0.115%
8/8/2025Advyzon Investment Management LLC13,185$265K0.1%-13.0%0.127%
8/5/2025Sigma Planning Corp66,304$1.33M0.0%-7.3%0.638%
8/1/2025James Investment Research Inc.138,262$2.78M0.3%-0.4%1.329%
8/1/2025Envestnet Asset Management Inc.56,807$1.13M0.0%+11.5%0.546%
7/29/2025International Assets Investment Management LLC22,500$452K0.0%N/A0.216%
7/28/2025Harbour Investments Inc.46,097$927K0.0%+439.1%0.443%
7/25/2025Envestnet Portfolio Solutions Inc.39,703$798K0.0%+62.6%0.382%
7/25/2025Total Clarity Wealth Management Inc.10,139$204K0.1%-35.5%0.097%
7/24/2025Insight Inv LLC129,995$2.61M1.8%+15.6%1.262%
7/21/2025Ameritas Advisory Services LLC4,143$83K0.0%N/A0.040%
7/18/2025Truist Financial Corp119,557$2.40M0.0%+636.1%1.161%
7/17/2025Mainsail Financial Group LLC284,590$5.73M2.7%+1.1%2.763%
7/17/2025Mattern Wealth Management LLC9,952$200K0.0%N/A0.097%
7/17/2025XML Financial LLC481,549$9.68M0.8%N/A4.675%
7/16/2025One Plus One Wealth Management LLC30,011$603K0.3%+92.5%0.291%
7/14/2025Occidental Asset Management LLC20,700$416K0.1%+10.7%0.201%
7/14/2025Opal Wealth Advisors LLC2,894$58K0.0%-31.2%0.028%
7/14/2025Golden State Equity Partners10,913$219K0.0%+5.6%0.106%
7/11/2025Farther Finance Advisors LLC18,460$371K0.0%N/A0.179%
7/9/2025GSG Advisors LLC16,145$325K0.1%-69.0%0.157%
7/9/2025Inspirion Wealth Advisors LLC74,361$1.50M0.2%-14.8%0.722%
6/2/2025Modern Wealth Management LLC38,400$772K0.0%-15.4%0.388%
5/19/2025Jane Street Group LLC16,636$334K0.0%-84.7%0.177%
5/15/2025Royal Bank of Canada331,310$6.66M0.0%+49.1%3.525%
5/15/2025Baird Financial Group Inc.12,500$251K0.0%+25.0%0.133%
5/15/2025TD Capital Management LLC16,107$324K0.0%+15,095.3%0.171%
5/14/2025Comerica Bank9,456$190K0.0%-57.6%0.101%
5/14/2025Kestra Advisory Services LLC146,581$2.95M0.0%-56.0%1.559%
5/14/2025Capital Analysts LLC3,575$72K0.0%N/A0.038%
5/13/2025Raymond James Financial Inc.244,591$4.92M0.0%-3.1%2.602%
5/13/2025Core Wealth Partners LLC13,700$275K0.2%-45.7%0.146%
5/8/2025Harbour Investments Inc.8,550$172K0.0%+215.7%0.091%
5/7/2025LPL Financial LLC752,563$15.12M0.0%-14.8%8.006%
5/6/2025Cetera Investment Advisers63,791$1.28M0.0%+28.1%0.679%
5/6/2025VCI Wealth Management LLC13,649$274K0.1%-8.7%0.145%
5/5/2025J.W. Cole Advisors Inc.142,902$2.87M0.1%+12.6%1.520%
5/5/2025Kestra Private Wealth Services LLC18,685$375K0.0%+38.8%0.199%
5/5/2025Private Advisor Group LLC57,029$1.15M0.0%+3.3%0.607%
5/2/2025James Investment Research Inc.138,811$2.79M0.4%+7.2%1.477%
5/2/2025Sigma Planning Corp71,540$1.44M0.0%-8.5%0.761%
4/29/2025Envestnet Asset Management Inc.50,964$1.02M0.0%-33.2%0.542%
4/29/2025Capital Investment Advisory Services LLC27,312$549K0.0%+1.9%0.291%
4/25/2025Insight Inv LLC112,445$2.26M0.9%+297.7%1.203%
4/25/2025Naviter Wealth LLC33,784$680K0.1%-16.3%0.361%
4/25/2025WealthBridge Capital Management LLC38,925$782K0.2%+25.9%0.416%
4/23/2025Creative Financial Designs Inc. ADV13,450$270K0.0%+3,636.1%0.144%
4/23/2025Golden State Equity Partners10,333$208K0.0%N/A0.111%
4/23/2025IMG Wealth Management Inc.1,381$28K0.0%N/A0.015%
4/22/2025Cambridge Investment Research Advisors Inc.32,898$661K0.0%-2.3%0.352%
4/21/2025Siligmueller & Norvid Wealth Advisors LLC76,376$1.54M0.6%-5.9%0.817%
4/21/2025Envestnet Portfolio Solutions Inc.24,418$491K0.0%+8.5%0.261%
4/17/2025Dynamic Advisor Solutions LLC20,453$411K0.0%+34.3%0.219%
4/16/2025Opal Wealth Advisors LLC4,204$84K0.0%-65.6%0.045%
4/15/2025Mainsail Financial Group LLC281,510$5.66M3.2%+4.9%3.011%
4/15/2025CX Institutional2,294$46K0.0%N/A0.025%
4/14/2025One Plus One Wealth Management LLC15,588$313K0.2%N/A0.167%
4/9/2025RFG Advisory LLC10,414$209K0.0%-23.5%0.111%
4/9/2025Inspirion 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%
(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, 99 institutional investors and hedge funds held shares of First Trust Ultra Short Duration Municipal ETF. The most heavily invested institutionals were LPL Financial LLC ($15.12M), NewEdge Advisors LLC ($13.08M), Raymond James Financial Services Advisors Inc. ($9.69M), XML Financial LLC ($9.68M), Atlas Private Wealth Management ($7.85M), Royal Bank of Canada ($6.66M), and Mainsail Financial Group LLC ($5.73M).Learn more on First Trust Ultra Short Duration Municipal ETF's institutional investors.

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

Of the 76 institutional investors that purchased First Trust Ultra Short Duration Municipal ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($536.75K), XML Financial LLC ($481.55K), Independent Advisor Alliance ($195.16K), Insight Inv LLC ($111.20K), Royal Bank of Canada ($109.11K), Truist Financial Corp ($103.32K), and Mainsail Financial Group LLC ($83.55K).

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

Institutional investors have bought a total of 2,552,530 shares in the last 24 months. This purchase volume represents approximately $51.30M in transactions.

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

Of the 41 institutional investors that sold First Trust Ultra Short Duration Municipal ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($214.15K), Kestra Advisory Services LLC ($186.71K), Jane Street Group LLC ($118.57K), Inspirion Wealth Advisors LLC ($82.50K), GSG Advisors LLC ($44.24K), Modern Wealth Management LLC ($39.73K), and Naviter Wealth LLC ($31.65K).

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

Institutional investors have sold a total of 1,003,826 shares in the last 24 months. This volume of shares sold represents approximately $20.17M in transactions.


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This page (NYSEARCA:FUMB) was last updated on 9/10/2025 by MarketBeat.com Staff
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