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

$20.08
0.00 (0.00%)
(As of 11/1/2024 ET)
Compare

Institutional Ownership Changes (13F Filings) for First Trust Ultra Short Duration Municipal ETF (NYSEARCA:FUMB)

Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$11.72M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$14.03M
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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
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%
8/22/2024Cetera 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%
8/8/2024 J.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%
8/5/2024 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%
7/26/2024Harbour 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%
5/24/2024Cetera Advisors LLC54,859$1.10M0.0%+58.7%0.535%
5/17/2024Comerica Bank24,839$498K0.0%-19.9%0.242%
5/14/2024 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%
4/29/2024Insight 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%
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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%
4/11/2024GSG Advisors LLC59,258$1.19M0.4%-5.7%0.439%
4/11/2024RFG Advisory LLC14,821$297K0.0%-4.7%0.110%
4/10/2024 One 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%
2/7/2024 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%
2/6/2024Eldridge 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%
2/5/2024 Naviter Wealth LLC104,984$2.11M0.4%+37.8%0.778%
2/2/2024Kovack Advisors Inc.12,447$250K0.0%-19.4%0.092%
2/2/2024 VCI Wealth Management LLC12,551$252K0.2%N/A0.093%
2/1/2024 Capital Investment Advisory Services LLC15,400$309K0.0%N/A0.114%
2/1/2024Sigma 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%
1/18/2024Hobart 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%
1/11/2024 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%
1/11/2024 Dynamic Advisor Solutions LLC23,270$467K0.0%-2.4%0.172%
1/11/2024GSG Advisors LLC62,838$1.26M0.5%+20.6%0.465%
1/10/2024 Inspirion 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%
11/13/2023LPL Financial LLC928,109$18.49M0.0%-3.6%6.875%
11/13/2023 Envestnet Portfolio Solutions Inc.37,965$756K0.0%N/A0.281%
11/13/2023Kestra Advisory Services LLC124,318$2.48M0.0%+22.7%0.921%
11/9/2023UBS Group AG138,363$2.76M0.0%-10.4%1.025%
11/8/2023HighTower Advisors LLC51,183$1.02M0.0%-10.8%0.379%
11/8/2023 Spire Wealth Management17,128$341K0.0%-6.8%0.127%
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11/8/2023NewEdge Wealth LLC16,651$332K0.0%N/A0.123%
11/8/2023 WealthBridge Capital Management LLC12,570$250K0.1%-9.3%0.093%
11/8/2023Kestra Private Wealth Services LLC24,420$486K0.0%-28.3%0.181%
11/7/2023Security Financial Services INC.12,878$257K0.1%-16.0%0.095%
11/6/2023Sigma Planning Corp40,679$810K0.0%-15.0%0.301%
11/6/2023Eldridge Investment Advisors Inc.118,243$2.36M0.8%-4.6%0.876%
11/3/2023 Private Advisor Group LLC86,739$1.73M0.0%-0.6%0.643%
11/1/2023 Nilsine Partners LLC200,148$3.99M0.6%+6.7%1.483%
10/30/2023 Mcdonald Partners LLC49,000$976K0.3%-29.9%0.363%
10/30/2023 Mainsail Financial Group LLC212,477$4.23M3.8%+2.4%1.574%
(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, 94 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), Raymond James Financial Services Advisors Inc. ($9.69M), Atlas Private Wealth Management ($7.85M), Osaic Holdings Inc. ($6.98M), Stratos Wealth Partners LTD. ($6.56M), and Advisor Group Holdings Inc. ($5.96M).Learn more on FUMB's institutional investors.

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

Of the 78 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), UBS Group AG ($198.91K), Commonwealth Equity Services LLC ($183.30K), Gladstone Institutional Advisory LLC ($119.92K), Advisor Group Holdings Inc. ($116.75K), and Naviter Wealth LLC ($115.62K).

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

Institutional investors have bought a total of 3,130,646 shares in the last 24 months. This purchase volume represents approximately $62.48M in transactions.

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

Of the 59 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 Eldridge Investment Advisors Inc. ($138.99K).

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

Institutional investors have sold a total of 2,988,040 shares in the last 24 months. This volume of shares sold represents approximately $59.69M in transactions.


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This page (NYSEARCA:FUMB) was last updated on 11/2/2024 by MarketBeat.com Staff
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