First Trust Ultra Short Duration Municipal
FUMB • ARCA
First Trust Ultra Short Duration Municipal is an exchange-traded fund on ARCA. As of Q3 2025, 91 institutional investors hold shares in this ETF, with total holdings valued at $168.2M. MORGAN STANLEY is the largest holder with a position valued at $18.0M.
Overview
Overview of institutional ownership in FUMB as of Q3 2025
All Institutions
- Institutions
- 91
- Value Held
- $168.2M
- Shares Held
- 8.4M
- Avg Position
- $1.8M
- Median Position
- $568.3K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $534.3K
- Shares Held
- 26.6K
- Avg Position
- $534.3K
- Median Position
- $534.3K
Biggest Investors
Institutions with the largest positions in FUMB as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $18.0M 0.00% of portfolio |
L LPL Financial LLC Institution | $15.5M 0.00% of portfolio |
 Goss Wealth Management LLC RIA/Wealth | $13.5M 0.06% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $12.3M 0.00% of portfolio |
 XML Financial, LLC RIA/Wealth | $10.2M 0.83% of portfolio |
R ROYAL BANK OF CANADA Institution | $7.8M 0.00% of portfolio |
 Mainsail Financial Group, LLC RIA/Wealth | $5.8M 2.48% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $5.7M 0.00% of portfolio |
A Advisor Group Holdings, Inc. Institution | $5.4M 0.01% of portfolio |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $4.3M 0.01% of portfolio |
Net Capital Flow
Institutional buying and selling activity for FUMB in Q3 2025
- Traded
- +$20.8M
- Buyers
- 51
- Sellers
- 27
- Total Bought
- +$25.8M
- Total Sold
- −$5.0M
- Avg Position
- $1.7M
Biggest Buyers
| Institution | Net Bought |
|---|---|
F FLOW TRADERS U.S. LLC Institution | +$2.5M +124.1K shares |
 Gateway Wealth Partners, LLC RIA/Wealth | +$2.5M +122.6K shares |
 Baird Financial Group, Inc. Private Equity | +$2.3M +114.4K shares |
MORGAN STANLEY RIA/Wealth | +$1.9M +94.6K shares |
 THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | +$1.6M +77.6K shares |
 JPMORGAN CHASE & CO Institution | +$1.2M +60.5K shares |
 Summit Financial, LLC RIA/Wealth | +$1.2M +59.4K shares |
 Bleakley Financial Group, LLC RIA/Wealth | +$1.1M +57.2K shares |
 Schwallier Wealth Management LLC RIA/Wealth | +$983.3K +48.9K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$973.6K +48.4K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
−$1.3M −65.7K shares | |
 Sigma Planning Corp RIA/Wealth | −$863.4K −43.0K shares |
 Rockefeller Capital Management L.P. Long Only Manager | −$371.8K −18.5K shares |
 US BANCORP \DE\ Institution | −$340.1K −16.9K shares |
V VCI Wealth Management LLC Institution | −$282.1K −14.0K shares |
 CREATIVE FINANCIAL DESIGNS INC /ADV RIA/Wealth | −$272.3K −13.5K shares |
 Concurrent Investment Advisors, LLC RIA/Wealth | −$236.9K −11.8K shares |
 ONE + ONE WEALTH MANAGEMENT, LLC RIA/Wealth | −$224.8K −11.2K shares |
 Westside Investment Management, Inc. RIA/Wealth | −$201.0K −10.0K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$122.4K −6.1K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited FUMB in Q3 2025
- New Positions
- 7
- New Value
- $5.7M
- Exited Positions
- 7
- Exited Value
- $2.5M
New Positions
| Institution | Position Value |
|---|---|
Gateway Wealth Partners, LLC RIA/Wealth | $2.5M 122.6K shares |
Summit Financial, LLC RIA/Wealth | $1.2M 59.4K shares |
Schwallier Wealth Management LLC RIA/Wealth | $983.3K 48.9K shares |
 Uniting Wealth Partners, LLC RIA/Wealth | $832.8K 41.4K shares |
T Tower Research Capital LLC Institution | $188.8K 9.4K shares |
A AMERIFLEX GROUP, INC. Institution | $15.5K 770.0 shares |
J JONES FINANCIAL COMPANIES LLLP Institution | $7.9K 395.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
$1.3M 65.7K shares | |
US BANCORP \DE\ Institution | $340.1K 16.9K shares |
V VCI Wealth Management LLC Institution | $282.1K 14.0K shares |
CREATIVE FINANCIAL DESIGNS INC /ADV RIA/Wealth | $272.3K 13.5K shares |
Concurrent Investment Advisors, LLC RIA/Wealth | $236.9K 11.8K shares |
 Opal Wealth Advisors, LLC RIA/Wealth | $58.2K 2.9K shares |
 Investors Research Corp RIA/Wealth | $5.3K 262.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in FUMB as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with FUMB as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Mainsail Financial Group, LLC RIA/Wealth | 2.48% $5.8M |
I Insight Inv LLC Institution | 1.78% $3.0M |
XML Financial, LLC RIA/Wealth | 0.83% $10.2M |
Schwallier Wealth Management LLC RIA/Wealth | 0.61% $983.3K |
Gateway Wealth Partners, LLC RIA/Wealth | 0.33% $2.5M |
 JAMES INVESTMENT RESEARCH INC Long Only Manager | 0.30% $2.8M |
 Integrys Wealth Advisors LLC RIA/Wealth | 0.27% $1.9M |
 MCDONALD PARTNERS LLC RIA/Wealth | 0.26% $874.4K |
 WealthBridge Capital Management, LLC RIA/Wealth | 0.20% $872.4K |
Uniting Wealth Partners, LLC RIA/Wealth | 0.20% $832.8K |
Hedge Fund Spotlight
Discover hedge funds investing in FUMB
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
Position in First Trust Ultra Short Duration Municipal
- Market Value
- $534.3K
- Shares Held
- 26.6K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q1
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
