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

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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)
45
Total
Institutional Inflows
(last 12 months)
$27.35M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$36.76M
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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
4/23/2024 Global Retirement Partners LLC1,940$39K0.0%-36.2%0.019%
4/23/2024 Raymond 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%
4/11/2024 RFG 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%
2/7/2024Envestnet Portfolio Solutions Inc.29,213$586K0.0%-23.1%0.216%
2/7/2024Principal Securities Inc.1,700$34K0.0%N/A0.013%
2/7/2024Concourse Financial Group Securities Inc.9,521$191K0.0%+35.7%0.071%
2/6/2024Private Advisor Group LLC96,133$1.93M0.0%+10.8%0.712%
2/6/2024Spire 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%
2/2/2024 Kovack Advisors Inc.12,447$250K0.0%-19.4%0.092%
2/2/2024VCI Wealth Management LLC12,551$252K0.2%N/A0.093%
2/1/2024Capital Investment Advisory Services LLC15,400$309K0.0%N/A0.114%
2/1/2024Sigma Planning Corp20,505$411K0.0%-49.6%0.152%
1/31/2024J.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%
1/16/2024 Raymond James Financial Services Advisors Inc.524,677$10.53M0.0%+8.0%3.886%
1/16/2024 Raymond James & Associates45,000$903K0.0%-24.6%0.333%
1/11/2024 Ausdal Financial Partners Inc.18,862$378K0.0%-17.0%0.140%
1/11/2024Naples 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%
11/16/2023Harbour 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%
11/13/2023Envestnet 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%
11/8/2023Spire Wealth Management17,128$341K0.0%-6.8%0.127%
11/8/2023NewEdge Wealth LLC16,651$332K0.0%N/A0.123%
11/8/2023WealthBridge Capital Management LLC12,570$250K0.1%-9.3%0.093%
11/8/2023Kestra Private Wealth Services LLC24,420$486K0.0%-28.3%0.181%
11/7/2023 Security 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%
11/3/2023Private 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%
10/30/2023Insight Inv LLC23,770$474K0.5%-9.2%0.176%
10/30/2023 GSG Advisors LLC52,090$1.04M0.5%N/A0.386%
10/27/2023Financial Advocates Investment Management29,087$579K0.0%+1.9%0.215%
10/27/2023 Gradient Investments LLC9,661$192K0.0%+398.8%0.072%
10/24/2023J.W. Cole Advisors Inc.139,535$2.78M0.2%-2.3%1.034%
10/24/2023 Raymond James Financial Services Advisors Inc.485,603$9.67M0.0%-6.3%3.597%
10/24/2023 Raymond James & Associates59,690$1.19M0.0%-1.4%0.442%
10/23/2023 Atlas Private Wealth Management394,114$7.85M4.2%+4.5%2.919%
10/23/2023Commonwealth Equity Services LLC221,999$4.42M0.0%-8.7%1.644%
10/20/2023 Walkner Condon Financial Advisors LLC10,404$207K0.1%-11.3%0.077%
10/18/2023 Occidental Asset Management LLC29,882$595K0.1%+13.7%0.221%
10/16/2023 Trust Co. of Oklahoma34,625$690K0.3%+20.1%0.256%
10/16/2023 RFG Advisory LLC15,535$309K0.0%-7.3%0.115%
10/13/2023 Global Retirement Partners LLC3,040$61K0.0%-62.5%0.023%
10/13/2023 Inspirion Wealth Advisors LLC182,265$3.63M0.7%-2.0%1.350%
10/12/2023 HBW Advisory Services LLC12,092$241K0.1%N/A0.090%
10/11/2023 Dynamic Advisor Solutions LLC23,845$475K0.0%N/A0.177%
8/11/2023 Security Financial Services INC.15,332$306K0.1%-19.6%0.114%
8/11/2023Visionary Wealth Advisors59,932$1.20M0.1%N/A0.444%
8/11/2023Kestra Advisory Services LLC101,319$2.02M0.0%+26.6%0.751%
8/10/2023Osaic Holdings Inc.349,456$6.98M0.0%+6.4%2.532%
8/10/2023Commonwealth Equity Services LLC243,189$4.86M0.0%-14.5%1.762%
8/10/2023Private Advisor Group LLC87,292$1.74M0.0%-9.3%0.633%
8/10/2023Cetera Investment Advisers87,833$1.76M0.0%-7.1%0.636%
8/9/2023Spire Wealth Management18,382$367K0.0%N/A0.133%
8/9/2023Flow Traders U.S. LLC63,105$1.26M0.1%-68.7%0.457%
8/8/2023Kestra Private Wealth Services LLC34,045$680K0.0%-59.3%0.247%
8/4/2023Envestnet Asset Management Inc.67,093$1.34M0.0%-30.4%0.486%
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8/3/2023 RFG Advisory LLC16,767$335K0.0%+40.6%0.122%
8/3/2023Eldridge Investment Advisors Inc.123,892$2.48M0.8%-31.6%0.898%
8/2/2023Sigma Planning Corp47,847$956K0.0%+3.2%0.347%
7/31/2023LPL Financial LLC962,389$19.23M0.0%-24.6%6.974%
7/27/2023J.W. Cole Advisors Inc.142,886$2.86M0.2%-8.2%1.035%
7/25/2023 Raymond James Financial Services Advisors Inc.518,497$10.36M0.0%-11.4%3.757%
7/25/2023 Raymond James & Associates60,544$1.21M0.0%-78.3%0.439%
7/25/2023Ameritas Advisory Services LLC12,943$258K0.0%-29.0%0.094%
7/21/2023 Walkner Condon Financial Advisors LLC11,736$234K0.1%N/A0.085%
7/21/2023 Nilsine Partners LLC187,624$3.75M0.6%-3.6%1.360%
(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, 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 ($18.49M), Raymond James Financial Services Advisors Inc. ($9.69M), NewEdge Advisors LLC ($8.95M), 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 90 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: LPL Financial LLC ($487.78K), Raymond James Financial Services Advisors Inc. ($442.17K), Private Advisor Group LLC ($413.67K), Inspirion Wealth Advisors LLC ($266.79K), Mainsail Financial Group LLC ($238.58K), Flow Traders U.S. LLC ($201.94K), and UBS Group AG ($198.91K).

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

Institutional investors have bought a total of 5,433,866 shares in the last 24 months. This purchase volume represents approximately $108.34M 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 Financial Services Advisors Inc. ($405.91K), Raymond James & Associates ($277.53K), Private Advisor Group LLC ($188.40K), Kovack Advisors Inc. ($162.50K), Flow Traders U.S. LLC ($147.05K), 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 3,109,007 shares in the last 24 months. This volume of shares sold represents approximately $62.03M in transactions.


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This page (NYSEARCA:FUMB) was last updated on 4/25/2024 by MarketBeat.com Staff

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