Who Owns FUMB?
First Trust Ultra Short Duration Municipal ETF — Institutional Ownership & 13F Holdings
$20.04
+0.01 (+0.02%)
Market Cap
$242.4M
Shares Outstanding
11,983,993
Institutional Holders
81
Total Inst. Value
$119.7M
% of Float Held
—
QoQ Holder Change
+27
Institutional data as of Q1 2025
New Positions
21
Closed Positions
13
Increased
22
Decreased
23
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $14.0M | 696,404 |
| 2 | NewEdge Advisors, LLC | $13.2M | 655,130 |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $12.9M | 640 |
| 4 | WELLS FARGO & COMPANY/MN | $11.5M | 572,130 |
| 5 | ROYAL BANK OF CANADA | $6.7M | 331,310 |
| 6 | Mainsail Financial Group, LLCNew | $5.7M | 281,510 |
| 7 | OSAIC HOLDINGS, INC. | $5.4M | 270,296 |
| 8 | RAYMOND JAMES FINANCIAL INC | $4.9M | 244,591 |
| 9 | UBS Group AG | $3.8M | 191,368 |
| 10 | JPMORGAN CHASE & CO | $3.3M | 165,334 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +590 | $12.9M |
| WELLS FARGO & COMPANY/MN | +408K | $11.5M |
| ROYAL BANK OF CANADA | +109K | $6.7M |
| Mainsail Financial Group, LLCNew | +282K | $5.7M |
| OSAIC HOLDINGS, INC. | +116K | $5.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Rockefeller Capital Management L.P. | -422K | $2.3M |
| Kestra Advisory Services, LLC | -187K | $3K |
| MORGAN STANLEY | -168K | $14.0M |
| LPL Financial LLC | -131K | $15K |
| JANE STREET GROUP, LLC | -92K | $334K |
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Frequently Asked Questions
How many institutional investors hold FUMB?
As of Q1 2025, 81 institutional investors report holding FUMB (First Trust Ultra Short Duration Municipal ETF) in their 13F filings.
Which hedge fund owns the most FUMB?
The largest institutional holder of FUMB is MORGAN STANLEY with $14.0M in shares.
Are institutions buying or selling FUMB?
This quarter, 21 institutions opened new positions in FUMB and 13 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.