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

$20.07 0.00 (0.00%)
As of 10:26 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)
58
Total
Institutional Inflows
(last 12 months)
$37.18M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$29.66M
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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
8/12/2026 Compass Financial Management LLC9,111$183K0.0%N/A0.074%
7/8/2026 White Wing Wealth Management79,877$1.60M0.8%N/A0.660%
7/7/2026 Dynamic Advisor Solutions LLC35,427$710K0.0%+19.9%0.293%
7/7/2026 Inspirion Wealth Advisors LLC48,882$980K0.1%-9.3%0.404%
7/7/2026 CoreCap Advisors LLC7,894$158K0.0%+30.6%0.065%
6/3/2026 Parallel Advisors LLC10,764$216K0.0%N/A0.090%
6/3/2026 NewEdge Advisors LLC273,506$5.48M0.0%-58.6%2.279%
5/20/2026 Norris Financial Group LLC27,165$545K0.2%N/A0.226%
5/19/2026 NewEdge Advisors LLC250,744$5.03M0.1%-62.1%2.090%
5/18/2026Royal Bank of Canada345,999$6.94M0.0%-0.4%2.883%
5/16/2026 IMG Wealth Management Inc.2,712$54K0.0%+96.4%0.023%
5/15/2026 Gateway Wealth Partners LLC260,066$5.21M0.2%+107.1%2.167%
5/13/2026 Cetera Investment Advisers91,931$1.84M0.0%+1.6%0.766%
5/13/2026 NewEdge Wealth LLC16,639$334K0.0%+61.5%0.139%
5/7/2026 Parallel Advisors LLC10,764$216K0.0%N/A0.090%
5/5/2026Schwallier Wealth Management LLC14,106$283K0.2%-68.0%0.118%
5/2/2026 International Assets Investment Management LLC22,500$451K0.0%-5.9%0.188%
5/1/2026 Fifth Third Bancorp9,494$190K0.0%N/A0.079%
4/30/2026 Kestra Advisory Services LLC124,580$2.50M0.0%+16.2%1.038%
4/28/2026 Ascentis Independent Advisors10,186$204K0.0%N/A0.085%
4/27/2026 Capital Financial Group Inc. Co. ADV80,941$1.62M0.9%-3.8%0.672%
4/24/2026 James Investment Research Inc.45,571$914K0.1%-64.9%0.378%
4/20/2026 Kestra Private Wealth Services LLC148,742$2.98M0.0%+8.3%1.250%
4/20/2026 RFG Advisory LLC12,101$243K0.0%+13.9%0.102%
4/17/2026 WealthBridge Capital Management LLC54,765$1.10M0.3%+23.8%0.460%
4/17/2026 XML Financial LLC526,024$10.55M0.9%+10.4%4.420%
3/17/2026Rockefeller Capital Management L.P.124,464$2.50M0.0%+38.8%1.042%
3/13/2026World Investment Advisors14,147$284K0.0%-12.3%0.118%
2/18/2026 NewEdge Advisors LLC660,857$13.26M0.0%-1.7%5.530%
2/17/2026 Cetera Investment Advisers90,440$1.81M0.0%-2.6%0.757%
2/17/2026Osaic Holdings Inc.227,218$4.56M0.0%-15.1%1.901%
2/17/2026 Advisory Services Network LLC14,176$284K0.0%+269.6%0.119%
2/17/2026Royal Bank of Canada347,487$6.97M0.0%-10.0%2.908%
2/17/2026 Rothschild Wealth LLC64,392$1.29M0.1%N/A0.539%
2/17/2026 Capital Financial Group Inc. Co. ADV84,099$1.69M0.9%N/A0.704%
2/16/2026 MML Investors Services LLC12,755$256K0.0%-16.1%0.107%
2/13/2026 Kestra Advisory Services LLC107,243$2.15M0.0%-30.6%0.897%
2/13/2026 Stifel Financial Corp68,101$1.37M0.0%+2.0%0.570%
2/13/2026Advyzon Investment Management LLC14,402$289K0.0%+6.3%0.121%
2/13/2026Wells Fargo & Company MN688,251$13.81M0.0%+12.2%5.759%
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2/13/2026 Summit Financial LLC55,927$1.12M0.0%-5.9%0.468%
2/12/2026Jane Street Group LLC24,155$485K0.0%N/A0.202%
2/12/2026 Commonwealth Equity Services LLC223,399$4.48M0.0%+3.4%1.869%
2/11/2026 Gateway Wealth Partners LLC125,574$2.52M0.3%+2.4%1.051%
2/11/2026 Capital Analysts LLC22,348$448K0.0%-37.5%0.187%
2/11/2026 LPL Financial LLC755,634$15.16M0.0%-2.3%6.323%
2/11/2026 JPMorgan Chase & Co.238,936$4.79M0.0%+19.9%1.999%
2/11/2026 XML Financial LLC476,298$9.56M0.8%-6.1%3.986%
2/11/2026Schwallier Wealth Management LLC44,042$886K0.6%-10.0%0.369%
2/11/2026 J.W. Cole Advisors Inc.145,301$2.92M0.1%+0.9%1.216%
2/10/2026 Rothschild Wealth LLC64,392$1.29M0.2%N/A0.539%
2/9/2026 Harbour Investments Inc.56,937$1.14M0.0%-2.4%0.476%
2/9/2026 Prospera Financial Services Inc39,578$794K0.0%+2.5%0.331%
2/6/2026 Insight Inv LLC130,745$2.62M1.5%-13.3%1.094%
2/6/2026 Csenge Advisory Group11,500$231K0.0%-67.1%0.096%
2/6/2026 Envestnet Portfolio Solutions Inc.36,330$729K0.0%-25.4%0.304%
2/5/2026Tucker Asset Management LLC2,045$41K0.0%N/A0.017%
2/5/2026Thrivent Financial for Lutherans88,254$1.77M0.0%+13.8%0.739%
2/4/2026World Investment Advisors14,147$284K0.0%-12.3%0.119%
2/4/2026 Meridian Wealth Management LLC35,150$705K0.0%+24.4%0.297%
2/3/2026 International Assets Investment Management LLC23,900$479K0.0%+6.2%0.202%
2/3/2026 MGO One Seven LLC17,717$355K0.0%N/A0.150%
2/2/2026 Truist Financial Corp116,336$2.33M0.0%-2.1%0.982%
2/2/2026 Mcdonald Partners LLC43,000$863K0.3%-1.1%0.363%
2/2/2026 Benjamin Edwards Inc.14,942$300K0.0%+17.9%0.126%
1/29/2026Comerica Bank12,955$260K0.0%-23.2%0.110%
1/29/2026 Kestra Private Wealth Services LLC137,400$2.76M0.0%+36.2%1.169%
1/29/2026 James Investment Research Inc.129,935$2.61M0.3%-6.0%1.106%
1/29/2026UBS Group AG208,321$4.18M0.0%+9.9%1.773%
1/29/2026Sanctuary Advisors LLC64,884$1.30M0.0%+4.3%0.552%
1/29/2026 Concurrent Investment Advisors LLC26,067$523K0.0%N/A0.222%
1/27/2026 Security Financial Services INC.27,259$547K0.1%N/A0.232%
1/23/2026 Transcend Capital Advisors LLC12,521$251K0.0%N/A0.107%
1/23/2026 Mainsail Financial Group LLC107,245$2.15M0.9%-62.6%0.913%
1/21/2026 Capital Investment Advisory Services LLC27,125$544K0.0%-3.7%0.231%
1/21/2026 WealthBridge Capital Management LLC44,253$888K0.2%+2.0%0.377%
1/15/2026 One Plus One Wealth Management LLC18,147$364K0.2%-3.6%0.154%
1/13/2026 CoreCap Advisors LLC4,445$89K0.0%+250.6%0.040%
1/9/2026 Inspirion Wealth Advisors LLC50,011$1.00M0.1%-48.4%0.447%
1/8/2026 Occidental Asset Management LLC25,150$505K0.1%+13.0%0.225%
1/1/2026 JPMorgan Chase & Co.199,330$4.01M0.0%+43.6%1.837%
11/18/2025 Advisory Services Network LLC3,836$77K0.0%N/A0.035%
11/17/2025 Kestra Private Wealth Services LLC100,902$2.03M0.0%+47.3%0.930%
11/17/2025Schwallier Wealth Management LLC48,920$983K0.6%N/A0.451%
11/17/2025Susquehanna International Group LLP14,837$298K0.0%N/A0.137%
11/17/2025Flow Traders U.S. LLC124,125$2.50M0.1%N/A1.144%
11/17/2025Citadel Advisors LLC26,584$534K0.0%N/A0.245%
11/14/2025Raymond James Financial Inc.282,938$5.69M0.0%+2.3%2.608%
11/14/2025Equitable Holdings Inc.14,404$290K0.0%-9.7%0.133%
11/14/2025Comerica Bank16,861$339K0.0%+21.2%0.155%
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11/13/2025UBS Group AG189,623$3.81M0.0%-1.1%1.748%
11/13/2025 Private Advisor Group LLC47,143$948K0.0%-7.4%0.434%
11/13/2025Modern Wealth Management LLC32,913$662K0.0%-10.9%0.303%
11/10/2025 Bleakley Financial Group LLC57,209$1.15M0.0%N/A0.527%
11/7/2025 WealthBridge Capital Management LLC43,405$872K0.2%+3.5%0.400%
11/7/2025 JPMorgan Chase & Co.199,330$4.01M0.0%+43.6%1.837%
11/7/2025 Uniting Wealth Partners LLC41,431$833K0.2%N/A0.382%
11/6/2025 Prospera Financial Services Inc38,627$776K0.0%-1.4%0.356%
11/6/2025 Gateway Wealth Partners LLC122,580$2.46M0.3%N/A1.130%
11/5/2025 Capital Investment Advisory Services LLC28,181$566K0.0%-3.9%0.260%


FUMB Institutional Ownership - Frequently Asked Questions

During the previous two years, 101 institutional investors and hedge funds held shares of First Trust Ultra Short Duration Municipal ETF. The most heavily invested institutionals were LPL Financial LLC ($15.16M), Wells Fargo & Company MN ($13.81M), XML Financial LLC ($10.55M), Royal Bank of Canada ($6.94M), Raymond James Financial Inc. ($5.69M), NewEdge Advisors LLC ($5.48M), and Gateway Wealth Partners LLC ($5.21M).Learn more on First Trust Ultra Short Duration Municipal ETF's institutional investors.

Of the 87 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: XML Financial LLC ($556.91K), Raymond James Financial Inc. ($543.04K), Gateway Wealth Partners LLC ($260.07K), JPMorgan Chase & Co. ($236.20K), Independent Advisor Alliance ($195.16K), Insight Inv LLC ($131.95K), and Rothschild Wealth LLC ($128.78K).

Institutional investors have bought a total of 1,851,877 shares in the last 24 months. This purchase volume represents approximately $37.18M in transactions.

Of the 32 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: NewEdge Advisors LLC ($808.76K), Mainsail Financial Group LLC ($179.89K), James Investment Research Inc. ($92.69K), Inspirion Wealth Advisors LLC ($51.93K), Kestra Advisory Services LLC ($47.36K), Osaic Holdings Inc. ($40.48K), and Royal Bank of Canada ($40.25K).

Institutional investors have sold a total of 1,478,727 shares in the last 24 months. This volume of shares sold represents approximately $29.66M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:FUMB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/12/2026. New 13F filings are added each quarter as they're published.
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