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

$20.11 -0.01 (-0.05%)
As of 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)
50
Total
Institutional Inflows
(last 12 months)
$37.48M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$21.72M
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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
6/2/2025 Modern Wealth Management LLC38,400$772K0.0%-15.4%0.388%
5/19/2025 Jane Street Group LLC16,636$334K0.0%-84.7%0.177%
5/15/2025 Royal Bank of Canada331,310$6.66M0.0%+49.1%3.525%
5/15/2025 Baird Financial Group Inc.12,500$251K0.0%+25.0%0.133%
5/15/2025 TD Capital Management LLC16,107$324K0.0%+15,095.3%0.171%
5/14/2025 Comerica Bank9,456$190K0.0%-57.6%0.101%
5/14/2025 Kestra Advisory Services LLC146,581$2.95M0.0%-56.0%1.559%
5/14/2025 Capital Analysts LLC3,575$72K0.0%N/A0.038%
5/13/2025 Raymond James Financial Inc.244,591$4.92M0.0%-3.1%2.602%
5/13/2025 Core Wealth Partners LLC13,700$275K0.2%-45.7%0.146%
5/8/2025 Harbour Investments Inc.8,550$172K0.0%+215.7%0.091%
5/7/2025 LPL Financial LLC752,563$15.12M0.0%-14.8%8.006%
5/6/2025 Cetera Investment Advisers63,791$1.28M0.0%+28.1%0.679%
5/6/2025 VCI Wealth Management LLC13,649$274K0.1%-8.7%0.145%
5/5/2025 J.W. Cole Advisors Inc.142,902$2.87M0.1%+12.6%1.520%
5/5/2025 Kestra Private Wealth Services LLC18,685$375K0.0%+38.8%0.199%
5/5/2025 Private Advisor Group LLC57,029$1.15M0.0%+3.3%0.607%
5/2/2025 James Investment Research Inc.138,811$2.79M0.4%+7.2%1.477%
5/2/2025 Sigma Planning Corp71,540$1.44M0.0%-8.5%0.761%
4/29/2025 Envestnet Asset Management Inc.50,964$1.02M0.0%-33.2%0.542%
4/29/2025 Capital Investment Advisory Services LLC27,312$549K0.0%+1.9%0.291%
4/25/2025 Insight Inv LLC112,445$2.26M0.9%+297.7%1.203%
4/25/2025 Naviter Wealth LLC33,784$680K0.1%-16.3%0.361%
4/25/2025 WealthBridge Capital Management LLC38,925$782K0.2%+25.9%0.416%
4/23/2025 Creative Financial Designs Inc. ADV13,450$270K0.0%+3,636.1%0.144%
4/23/2025 Golden State Equity Partners10,333$208K0.0%N/A0.111%
4/23/2025 IMG Wealth Management Inc.1,381$28K0.0%N/A0.015%
4/22/2025 Cambridge Investment Research Advisors Inc.32,898$661K0.0%-2.3%0.352%
4/21/2025 Siligmueller & Norvid Wealth Advisors LLC76,376$1.54M0.6%-5.9%0.817%
4/21/2025 Envestnet Portfolio Solutions Inc.24,418$491K0.0%+8.5%0.261%
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%
2/17/2025 Visionary Wealth Advisors29,232$587K0.0%+5.8%0.285%
2/17/2025 Cetera Investment Advisers49,802$1.00M0.0%-13.5%0.486%
2/17/2025 Baird Financial Group Inc.10,000$201K0.0%N/A0.098%
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2/14/2025 Jane Street Group LLC108,745$2.19M0.0%+185.8%1.061%
2/14/2025 Comerica Bank22,292$448K0.0%-12.7%0.217%
2/14/2025 Coppell Advisory Solutions LLC2,942$59K0.0%+253.2%0.029%
2/14/2025 Stifel Financial Corp107,946$2.17M0.0%+23.8%1.053%
2/14/2025 Concourse Financial Group Securities Inc.1,907$38K0.0%-68.1%0.019%
2/13/2025 NewEdge Advisors LLC672,846$13.52M0.1%+10.1%6.564%
2/13/2025 Rockefeller Capital Management L.P.537,423$10.80M0.0%+4.2%5.243%
2/13/2025 Raymond James Financial Inc.252,346$5.07M0.0%N/A2.462%
2/13/2025 Titleist Asset Management LLC17,124$344K0.0%-4.5%0.167%
2/13/2025 Envestnet Asset Management Inc.76,244$1.53M0.0%+14.0%0.744%
2/13/2025 Wells Fargo & Company MN164,501$3.31M0.0%+36.0%1.605%
2/12/2025 World Investment Advisors14,014$282K0.0%N/A0.137%
2/12/2025 JPMorgan Chase & Co.214,845$4.32M0.0%-2.1%2.096%
2/12/2025 Core Wealth Partners LLC25,231$507K0.3%+5.0%0.246%
2/11/2025 Modern Wealth Management LLC40,549$815K0.0%-43.5%0.396%
2/11/2025 LPL Financial LLC883,554$17.75M0.0%-8.6%8.620%
2/10/2025 Thrivent Financial for Lutherans30,245$608K0.0%+22.4%0.295%
2/10/2025 Harbour Investments Inc.2,708$54K0.0%-67.0%0.026%
2/10/2025 Envestnet Portfolio Solutions Inc.22,503$452K0.0%-24.1%0.220%
2/10/2025 Commonwealth Equity Services LLC222,274$4.47M0.0%+2.5%2.169%
2/7/2025 Independent Advisor Alliance195,163$3.92M0.1%N/A1.904%
2/7/2025 Naviter Wealth LLC40,375$811K0.1%+12.2%0.394%
2/6/2025 Raymond James Financial Inc.252,346$5.07M0.0%N/A2.462%
2/5/2025 Siligmueller & Norvid Wealth Advisors LLC81,186$1.63M0.7%N/A0.792%
2/3/2025 Sigma Planning Corp78,211$1.57M0.0%+31.8%0.763%
2/3/2025 Advyzon Investment Management LLC15,231$306K0.1%N/A0.149%
2/3/2025 WealthBridge Capital Management LLC30,925$621K0.2%+22.2%0.302%
2/3/2025 Private Advisor Group LLC55,223$1.11M0.0%-16.5%0.539%
1/31/2025Sanctuary Advisors LLC63,215$1.27M0.0%-6.5%0.617%
1/31/2025 J.W. Cole Advisors Inc.126,858$2.55M0.1%-8.6%1.238%
1/30/2025 Csenge Advisory Group29,000$583K0.0%+3.6%0.283%
1/30/2025 James 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%
1/23/2025 Capital Investment Advisory Services LLC26,802$538K0.1%+5.8%0.261%
1/22/2025 VCI Wealth Management LLC14,946$300K0.1%-5.7%0.146%
1/22/2025 Mattern Wealth Management LLC45,971$924K0.2%-2.8%0.448%
1/22/2025 Nilsine Partners LLC234,950$4.72M0.5%+6.8%2.292%
1/22/2025 Kingswood Wealth Advisors LLC12,163$244K0.0%N/A0.119%
1/21/2025 Insight Inv LLC28,275$568K0.4%+50.4%0.276%
1/21/2025 Dynamic Advisor Solutions LLC15,233$306K0.0%-45.7%0.149%
1/15/2025 Occidental Asset Management LLC18,200$366K0.1%-6.4%0.178%
1/14/2025 GSG Advisors LLC51,633$1.04M0.3%-13.9%0.504%
1/8/2025 International Assets Investment Management LLC22,500$452K0.0%N/A0.220%
12/26/2024 JPMorgan Chase & Co.219,355$4.41M0.0%+52.6%2.140%
11/25/2024Sanctuary Advisors LLC67,636$1.36M0.0%-11.3%0.660%
11/15/2024 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%
Gold is soaring. Here’s how to get paid from it (Ad)

Gold just broke through $3,300… And while the headlines shout about price targets, something even more powerful is happening behind the scenes… Some investors are using a little-known ETF to collect up to $1,152/month from gold's surge. No trading gold futures. No mining stocks. No vaults. Just a simple fund delivering monthly payouts — like clockwork.

Click here to discover the income ETF behind it all.
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%
(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, 95 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 ($13.52M), 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 Royal Bank of Canada ($6.66M).Learn more on FUMB's institutional investors.

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

Of the 74 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), Independent Advisor Alliance ($195.16K), Naviter Wealth LLC ($120.02K), Royal Bank of Canada ($109.11K), Insight Inv LLC ($93.65K), Siligmueller & Norvid Wealth Advisors LLC ($81.19K), and Mainsail Financial Group LLC ($80.47K).

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

Institutional investors have bought a total of 2,694,107 shares in the last 24 months. This purchase volume represents approximately $54.04M 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 ($562.75K), Raymond James & Associates ($234.11K), Kestra Advisory Services LLC ($186.71K), Flow Traders U.S. LLC ($159.82K), Raymond James Financial Services Advisors Inc. ($140.61K), Jane Street Group LLC ($118.57K), and Eldridge Investment Advisors Inc. ($109.09K).

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

Institutional investors have sold a total of 2,668,842 shares in the last 24 months. This volume of shares sold represents approximately $53.43M in transactions.


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This page (NYSEARCA:FUMB) was last updated on 6/13/2025 by MarketBeat.com Staff
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