FUMB

First Trust Ultra Short Duration Municipal ETF
$20.12+0.00 (+0.00%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Shares Held

1.610975563472011e+263B

Total Value

$3.231451500014e+185T

% of Float

Price History

$20.00$20.05$20.09$20.13$20.17Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1TD Capital Management LLC16,109$323.1M0.03%Share
2LPL Financial LLC755,634$15.0M0.00%Share
3MORGAN STANLEY720,108$14.0M0.00%Share
4NewEdge Advisors, LLC660,857$13.0M0.05%Share
5WELLS FARGO & COMPANY/MN528,626$10.0M0.00%Share
6XML Financial, LLC476,298$9.0M0.73%Share
7ROYAL BANK OF CANADA347,487$6.0M0.00%Share
8UBS Group AG207,736$4.2M0.00%Share
9JPMORGAN CHASE & CO201,593$4.0M0.00%Share
10COMMONWEALTH EQUITY SERVICES, LLC223,399$4.0M0.01%Share
11OSAIC HOLDINGS, INC.199,754$4.0M0.01%Share
12WELLS FARGO & COMPANY/MN159,625$3.0M0.00%Share
13J.W. COLE ADVISORS, INC.145,301$2.9M0.07%Share
14KESTRA PRIVATE WEALTH SERVICES, LLC137,400$2.8M0.03%Share
15Insight Inv LLC130,745$2.6M1.47%Share
16JAMES INVESTMENT RESEARCH, INC.129,935$2.6M0.28%Share
17Gateway Wealth Partners, LLC125,574$2.5M0.28%Share
18TRUIST FINANCIAL CORP116,336$2.3M0.00%Share
19Mainsail Financial Group, LLC107,245$2.2M0.89%Share
20Baird Financial Group, Inc.116,870$2.0M0.00%Share
21Kestra Advisory Services, LLC107,243$2.0M0.01%Share
22RAYMOND JAMES FINANCIAL INC138,140$2.0M0.00%Share
23RAYMOND JAMES FINANCIAL INC112,150$2.0M0.00%Share
24Rockefeller Capital Management L.P.124,464$2.0M0.00%Share
25CAPITAL FINANCIAL GROUP INC\CO\ /ADV84,099$1.7M0.94%Share
26Sanctuary Advisors, LLC64,884$1.3M0.01%Share
27Sanctuary Advisors, LLC62,655$1.3M0.01%Share
28Ashton Thomas Private Wealth, LLC61,296$1.2M0.03%Share
29Sanctuary Advisors, LLC61,155$1.2M0.01%Share
30Sanctuary Advisors, LLC61,155$1.2M0.01%Share
31HARBOUR INVESTMENTS, INC.56,937$1.1M0.02%Share
32INSPIRION WEALTH ADVISORS, LLC50,011$1.0M0.12%Share
33Cetera Investment Advisers90,440$1.0M0.00%Share
34STIFEL FINANCIAL CORP68,101$1.0M0.00%Share
35Summit Financial, LLC55,927$1.0M0.01%Share
36ENVESTNET ASSET MANAGEMENT INC94,171$1.0M0.00%Share
37THRIVENT FINANCIAL FOR LUTHERANS88,254$1.0M0.00%Share
38Cambridge Investment Research Advisors, Inc.94,764$1.0M0.00%Share
39Rothschild Wealth LLC64,392$1.0M0.12%Share
40WealthBridge Capital Management, LLC44,253$887K0.20%Share
41Schwallier Wealth Management LLC44,042$886K0.57%Share
42MCDONALD PARTNERS LLC43,000$862K0.27%Share
43STEPHENS INC /AR/41,611$834K0.01%Share
44Meridian Wealth Management, LLC35,150$705K0.02%Share
45Westside Investment Management, Inc.30,000$601K0.10%Share
46Dynamic Advisor Solutions LLC28,489$571K0.02%Share
47Security Financial Services, INC.27,259$546K0.09%Share
48Capital Investment Advisory Services, LLC27,125$544K0.04%Share
49Concurrent Investment Advisors, LLC26,067$522K0.01%Share
50Occidental Asset Management, LLC25,150$504K0.06%Share