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

$20.05 -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)
64
Total
Institutional Inflows
(last 12 months)
$50.46M
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$24.72M
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Skip Chart & View Institutional Buying and Selling Data

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
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%
3/13/2026 World Investment Advisors14,147$284K0.0%-12.3%0.118%
2/18/2026NewEdge Advisors LLC660,857$13.26M0.0%-1.7%5.530%
2/17/2026Cetera Investment Advisers90,440$1.81M0.0%-2.6%0.757%
2/17/2026Osaic Holdings Inc.227,218$4.56M0.0%-15.1%1.901%
2/17/2026Advisory Services Network LLC14,176$284K0.0%+269.6%0.119%
2/17/2026Royal Bank of Canada347,487$6.97M0.0%-10.0%2.908%
2/17/2026Rothschild 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%
2/13/2026Stifel 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%
2/13/2026Summit 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%
2/11/2026Gateway Wealth Partners LLC125,574$2.52M0.3%+2.4%1.051%
2/11/2026Capital Analysts LLC22,348$448K0.0%-37.5%0.187%
2/11/2026LPL Financial LLC755,634$15.16M0.0%-2.3%6.323%
2/11/2026JPMorgan 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%
2/10/2026Rothschild Wealth LLC64,392$1.29M0.2%N/A0.539%
2/9/2026Harbour 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%
2/5/2026 Thrivent Financial for Lutherans88,254$1.77M0.0%+13.8%0.739%
2/4/2026 World Investment Advisors14,147$284K0.0%-12.3%0.119%
2/4/2026Meridian 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%
2/3/2026MGO One Seven LLC17,717$355K0.0%N/A0.150%
2/2/2026 Truist Financial Corp116,336$2.33M0.0%-2.1%0.982%
2/2/2026Mcdonald Partners LLC43,000$863K0.3%-1.1%0.363%
2/2/2026Benjamin 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%
1/27/2026Security Financial Services INC.27,259$547K0.1%N/A0.232%
1/23/2026Transcend Capital Advisors LLC12,521$251K0.0%N/A0.107%
1/23/2026 Mainsail Financial Group LLC107,245$2.15M0.9%-62.6%0.913%
1/21/2026Capital 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%
1/1/2026JPMorgan Chase & Co.199,330$4.01M0.0%+43.6%1.837%
11/18/2025Advisory 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%
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%
11/7/2025JPMorgan 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%
11/6/2025Gateway Wealth Partners LLC122,580$2.46M0.3%N/A1.130%
11/5/2025Capital Investment Advisory Services LLC28,181$566K0.0%-3.9%0.260%
11/5/2025 J.W. Cole Advisors Inc.143,962$2.89M0.1%-3.6%1.327%
11/5/2025 Envestnet Asset Management Inc.105,247$2.12M0.0%+85.3%0.970%
11/4/2025Ashton Thomas Private Wealth LLC61,296$1.23M0.0%+25.3%0.565%
11/4/2025Meridian Wealth Management LLC28,257$568K0.0%+135.5%0.260%
11/4/2025 Thrivent Financial for Lutherans77,566$1.56M0.0%N/A0.715%
11/3/2025AE Wealth Management LLC5,103$103K0.0%N/A0.047%
11/3/2025 Truist Financial Corp118,836$2.39M0.0%-0.6%1.095%
10/30/2025 Envestnet Portfolio Solutions Inc.48,713$979K0.0%+22.7%0.449%
10/29/2025 Occidental Asset Management LLC22,250$447K0.1%+7.5%0.204%
10/28/2025 Insight Inv LLC150,745$3.03M1.8%+16.0%1.383%
10/28/2025 Csenge Advisory Group35,000$704K0.0%-14.6%0.321%
10/24/2025 Mainsail Financial Group LLC287,135$5.77M2.5%+0.9%2.610%
10/20/2025 XML Financial LLC507,182$10.19M0.8%+5.3%4.590%
10/16/2025 One Plus One Wealth Management LLC18,826$378K0.2%-37.3%0.170%
10/15/2025 World Investment Advisors16,125$324K0.0%+12.2%0.146%


FUMB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FUMB shares?

During the previous two years, 98 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), NewEdge Advisors LLC ($13.26M), XML Financial LLC ($10.55M), Royal Bank of Canada ($6.97M), Raymond James Financial Inc. ($5.69M), and JPMorgan Chase & Co. ($4.79M).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 83 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), JPMorgan Chase & Co. ($236.20K), Independent Advisor Alliance ($195.16K), Insight Inv LLC ($131.95K), Rothschild Wealth LLC ($128.78K), and Gateway Wealth Partners LLC ($125.57K).

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

Institutional investors have bought a total of 2,511,750 shares in the last 24 months. This purchase volume represents approximately $50.46M in transactions.

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

Of the 45 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: Kestra Advisory Services LLC ($234.06K), Mainsail Financial Group LLC ($179.89K), LPL Financial LLC ($148.63K), James Investment Research Inc. ($93.24K), Jane Street Group LLC ($92.11K), Inspirion Wealth Advisors LLC ($59.83K), and Osaic Holdings Inc. ($40.48K).

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

Institutional investors have sold a total of 1,231,345 shares in the last 24 months. This volume of shares sold represents approximately $24.72M in transactions.


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This page (NYSEARCA:FUMB) was last updated on 5/5/2026 by MarketBeat.com Staff.
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