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

$20.06 -0.03 (-0.15%)
(As of 11/22/2024 ET)
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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)
$11.79M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$13.45M
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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
11/15/2024 Insight Inv LLC18,800$378K0.3%-6.2%0.183%
11/15/2024 MML Investors Services LLC10,233$206K0.0%-11.0%0.100%
11/15/2024 Jane Street Group LLC38,051$765K0.0%-41.0%0.371%
11/15/2024 Stifel Financial Corp87,164$1.75M0.0%-1.7%0.850%
11/15/2024 Benjamin Edwards Inc.13,728$276K0.0%N/A0.134%
11/14/2024 Flow Traders U.S. LLC10,725$216K0.0%-66.2%0.105%
11/14/2024 Rockefeller Capital Management L.P.515,952$10.38M0.0%+0.7%5.034%
11/8/2024 Prospera Financial Services Inc31,979$643K0.0%N/A0.312%
11/7/2024 Thrivent Financial for Lutherans24,700$497K0.0%+50.8%0.241%
11/5/2024 Ashton Thomas Private Wealth LLC49,150$989K0.1%-11.9%0.480%
11/4/2024 Core Wealth Partners LLC24,031$483K0.3%N/A0.234%
11/4/2024 Sigma Planning Corp59,343$1.19M0.0%-5.3%0.579%
10/31/2024 Concurrent Investment Advisors LLC11,397$229K0.0%N/A0.111%
10/28/2024 Stephens Inc. AR41,611$837K0.0%+17.2%0.406%
10/24/2024 J.W. Cole Advisors Inc.138,779$2.79M0.1%+5.9%1.354%
10/22/2024 Private 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%
10/16/2024 Naviter Wealth LLC35,977$724K0.1%-41.1%0.351%
10/10/2024 Concourse 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%
10/7/2024 WealthBridge 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%
8/22/2024 Cetera Investment Advisers73,538$1.48M0.0%+2.9%0.717%
8/16/2024 NewEdge 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%
8/8/2024 J.W. Cole Advisors Inc.131,008$2.63M0.1%-1.1%1.278%
8/7/2024 Ashton Thomas Private Wealth LLC55,811$1.12M0.1%-9.7%0.544%
8/5/2024 Private Advisor Group LLC85,127$1.71M0.0%-7.4%0.831%
7/31/2024 Nilsine Partners LLC216,309$4.34M0.6%+1.4%2.110%
7/31/2024Commonwealth Equity Services LLC223,514$4.48M0.0%-15.0%2.181%
7/26/2024 Harbour Investments Inc.8,986$180K0.0%-26.8%0.088%
7/17/2024 Mcdonald Partners LLC45,500$913K0.2%-7.1%0.444%
7/17/2024 Mattern Wealth Management LLC47,304$949K0.2%-24.1%0.462%
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%
7/15/2024 Occidental 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%
7/9/2024 Kingswood Wealth Advisors LLC12,163$244K0.0%+10.9%0.119%
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5/24/2024Cetera Advisors LLC54,859$1.10M0.0%+58.7%0.535%
5/17/2024 Comerica Bank24,839$498K0.0%-19.9%0.242%
5/14/2024 Mattern Wealth Management LLC62,304$1.25M0.3%-22.4%0.608%
5/1/2024 Concourse Financial Group Securities Inc.8,701$174K0.0%-8.6%0.083%
4/30/2024 Private Advisor Group LLC91,919$1.84M0.0%-4.4%0.880%
4/30/2024 J.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%
4/29/2024 Insight Inv LLC20,050$402K0.3%-15.6%0.192%
4/25/2024 Capital Investment Advisory Services LLC19,527$391K0.0%+26.8%0.187%
4/23/2024 Global 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%
4/22/2024 Nilsine Partners LLC213,322$4.27M0.6%+5.7%2.041%
4/19/2024 Mainsail Financial Group LLC215,509$4.32M3.0%+2.2%1.596%
4/18/2024 Naviter Wealth LLC61,042$1.22M0.2%-41.9%0.452%
4/17/2024 White Wing Wealth Management28,589$573K0.5%-53.7%0.212%
4/16/2024 Occidental Asset Management LLC23,508$471K0.1%-19.7%0.174%
4/15/2024 Kingswood Wealth Advisors LLC10,966$220K0.0%N/A0.081%
4/13/2024 Inspirion Wealth Advisors LLC169,765$3.40M0.6%-4.2%1.258%
4/11/2024 GSG Advisors LLC59,258$1.19M0.4%-5.7%0.439%
4/11/2024RFG Advisory LLC14,821$297K0.0%-4.7%0.110%
4/10/2024 One Plus One Wealth Management LLC23,647$474K0.3%-3.1%0.175%
2/14/2024 Visionary Wealth Advisors50,327$1.01M0.1%-5.5%0.373%
2/12/2024 Steward Partners Investment Advisory LLC31,881$640K0.0%-36.4%0.236%
2/7/2024 Envestnet Portfolio Solutions Inc.29,213$586K0.0%-23.1%0.216%
2/7/2024 Principal Securities Inc.1,700$34K0.0%N/A0.013%
2/7/2024 Concourse Financial Group Securities Inc.9,521$191K0.0%+35.7%0.071%
2/6/2024 Private Advisor Group LLC96,133$1.93M0.0%+10.8%0.712%
2/6/2024 Spire Wealth Management15,281$307K0.0%-10.8%0.113%
2/6/2024Benjamin F. Edwards & Company Inc.9,060$182K0.0%-18.0%0.067%
2/6/2024 Eldridge Investment Advisors Inc.72,003$1.44M0.4%-39.1%0.533%
2/5/2024 Kestra Private Wealth Services LLC22,193$445K0.0%-9.1%0.164%
2/5/2024 Naviter Wealth LLC104,984$2.11M0.4%+37.8%0.778%
2/2/2024 Kovack Advisors Inc.12,447$250K0.0%-19.4%0.092%
2/2/2024 VCI Wealth Management LLC12,551$252K0.2%N/A0.093%
2/1/2024 Capital Investment Advisory Services LLC15,400$309K0.0%N/A0.114%
2/1/2024 Sigma Planning Corp20,505$411K0.0%-49.6%0.152%
1/31/2024 J.W. Cole Advisors Inc.138,528$2.78M0.2%-0.7%1.026%
1/25/2024 White Wing Wealth Management61,745$1.24M1.1%N/A0.457%
1/24/2024 Nilsine Partners LLC201,894$4.05M0.6%+0.9%1.496%
1/24/2024 Total Clarity Wealth Management Inc.17,956$360K0.1%N/A0.133%
1/19/2024 Mainsail Financial Group LLC210,811$4.22M3.3%-0.8%1.562%
1/19/2024 Occidental Asset Management LLC29,259$587K0.1%-2.1%0.217%
1/18/2024 Gradient Investments LLC10,163$204K0.0%+5.2%0.075%
1/18/2024 Hobart 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%
1/11/2024 Ausdal Financial Partners Inc.18,862$378K0.0%-17.0%0.140%
1/11/2024 Naples Global Advisors LLC11,500$231K0.0%N/A0.085%
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1/11/2024 Dynamic Advisor Solutions LLC23,270$467K0.0%-2.4%0.172%
1/11/2024 GSG Advisors LLC62,838$1.26M0.5%+20.6%0.465%
1/10/2024 Inspirion Wealth Advisors LLC177,265$3.56M0.6%-2.7%1.313%
12/1/2023 PFS Partners LLC1,482$30K0.0%-81.1%0.011%
11/16/2023 Harbour Investments Inc.13,811$275K0.0%+10.2%0.102%
11/13/2023 Visionary Wealth Advisors53,231$1.06M0.1%-11.2%0.394%
11/13/2023 LPL Financial LLC928,109$18.49M0.0%-3.6%6.875%
11/13/2023 Envestnet Portfolio Solutions Inc.37,965$756K0.0%N/A0.281%
11/13/2023 Kestra Advisory Services LLC124,318$2.48M0.0%+22.7%0.921%
11/9/2023 UBS Group AG138,363$2.76M0.0%-10.4%1.025%
(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 ($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 76 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 2,905,685 shares in the last 24 months. This purchase volume represents approximately $58.05M in transactions.

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

Of the 61 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 3,035,416 shares in the last 24 months. This volume of shares sold represents approximately $60.65M in transactions.


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This page (NYSEARCA:FUMB) was last updated on 11/24/2024 by MarketBeat.com Staff
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