First Trust Ultra Short DurFUMBETF
13F holders, Q1 2025 (March 31)83holders −5
10new positions
13sold out
1famous investor
$20.10avg. 13F price*
At the end of Q1 2025, 83 institutions reported holding First Trust Ultra Short Dur (FUMB) in their 13F filings, down 5 from Q4 2024. 10 opened new positions and 13 sold out. The largest holders were LPL Financial LLC ($15.1M), Morgan Stanley ($14.0M) and NewEdge Advisors, LLC ($13.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- First Trust Ultra Short Dur
- CUSIP
- 33740J104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $2.3M |
| Exits | 13 | $12.0M |
All 13F filers, Q4 2024 → Q1 2025: 1,111,384 shares bought and 1,801,127 shares sold, net −689,743 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 83 holders
| LPL Financial LLC | 0.01% | Reduce -14.8% | 752,563 | $15.1M |
| Morgan Stanley | 0.00% | Reduce -19.4% | 696,404 | $14.0M |
| NewEdge Advisors, LLC | 0.08% | Reduce -2.6% | 655,130 | $13.2M |
| Wells Fargo & Company | 0.00% | Add +247.8% | 572,130 | $11.5M |
| Royal Bank of Canada | 0.00% | Add +49.1% | 331,310 | $6.7M |
| Mainsail Financial Group, LLC | 3.21% | Add +4.9% | 281,510 | $5.7M |
| Osaic Holdings, Inc. | 0.01% | Add +70.2% | 270,296 | $5.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -3.1% | 244,591 | $4.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.7% | 220,737 | $4.4M |
| UBS Group AG | 0.00% | Add +414.7% | 191,368 | $3.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -23.0% | 165,334 | $3.3M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -56.0% | 146,581 | $2.9M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +12.7% | 142,902 | $2.9M |
| James Investment Research, Inc. | 0.35% | Add +7.2% | 138,811 | $2.8M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -78.6% | 114,967 | $2.3M |
| Insight Inv LLC | 1.55% | Add +297.7% | 112,445 | $2.3M |
| Stifel Financial Corp. | 0.00% | Reduce -15.9% | 90,803 | $1.8M |
| Inspirion Wealth Advisors, LLC | 0.24% | Reduce -10.0% | 87,261 | $1.8M |
| Siligmueller & Norvid Wealth Advisors LLC | 0.65% | Reduce -5.9% | 76,376 | $1.5M |
| Sigma Planning Corp | 0.05% | Reduce -8.5% | 71,540 | $1.4M |
| Cetera Investment Advisers | 0.00% | Add +28.1% | 63,791 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -3.3% | 61,155 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Add +3.3% | 57,029 | $1.1M |
| GSG Advisors LLC | 0.34% | Add +0.8% | 52,019 | $1.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -33.2% | 50,964 | $1.0M |
| Westside Investment Management, Inc. | 0.21% | No change | 50,000 | $1.0M |
| Ashton Thomas Private Wealth, LLC | 0.04% | No change | 48,901 | $983K |
| McDonald Partners LLC | 0.24% | No change | 45,500 | $914K |
| Stephens Inc. | 0.01% | No change | 41,611 | $836K |
| Prospera Financial Services Inc | 0.02% | Add +12.2% | 39,255 | $789K |
| WealthBridge Capital Management, LLC | 0.22% | Add +25.9% | 38,925 | $782K |
| Modern Wealth Management, LLC | 0.02% | Reduce -15.4% | 38,400 | $772K |
| Naviter Wealth, LLC | 0.08% | Reduce -16.3% | 33,784 | $680K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.3% | 32,898 | $661K |
| Visionary Wealth Advisors | 0.04% | Add +7.5% | 31,426 | $632K |
| Thrivent Financial for Lutherans | 0.00% | No change | 30,245 | $608K |
| Csenge Advisory Group | 0.03% | No change | 29,000 | $581K |
| Capital Investment Advisory Services, LLC | 0.05% | Add +1.9% | 27,312 | $549K |
| Norris Financial Group, LLC | 0.25% | Add +32.0% | 26,337 | $529K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +8.5% | 24,418 | $491K |
| Crux Wealth Advisors | 0.25% | New | 23,748 | $477K |
| Virtue Capital Management, LLC | 0.05% | New | 22,742 | $457K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +34.3% | 20,453 | $411K |
| Occidental Asset Management, LLC | 0.06% | Add +2.8% | 18,700 | $376K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +38.8% | 18,685 | $375K |
| Titleist Asset Management, LLC | 0.04% | Reduce -0.2% | 17,093 | $343K |
| Jane Street Group, LLC | 0.00% | Reduce -84.7% | 16,636 | $334K |
| MML Investors Services, LLC | 0.00% | Add +27.2% | 16,518 | $332K |
| Equitable Holdings, Inc. | 0.00% | Reduce -32.9% | 16,350 | $329K |
| Truist Financial Corp. | 0.00% | New | 16,242 | $326K |
| TD Capital Management LLC | 0.03% | Add +15095.3% | 16,107 | $324K |
| Total Clarity Wealth Management, Inc. | 0.10% | No change | 15,726 | $316K |
| One Plus One Wealth Management, LLC | 0.17% | New | 15,588 | $313K |
| Advyzon Investment Management, LLC | 0.11% | Reduce -0.5% | 15,158 | $305K |
| World Investment Advisors | 0.01% | Reduce -0.5% | 13,946 | $280K |
| Core Wealth Partners LLC | 0.16% | Reduce -45.7% | 13,700 | $275K |
| VCI Wealth Management LLC | 0.12% | Reduce -8.7% | 13,649 | $274K |
| Creative Financial Designs Inc. | 0.02% | Add +3636.1% | 13,450 | $270K |
| Baird Financial Group, Inc. | 0.00% | Add +25.0% | 12,500 | $251K |
| Kingswood Wealth Advisors, LLC | 0.02% | No change | 12,163 | $244K |
| Concurrent Investment Advisors, LLC | 0.01% | No change | 11,788 | $237K |
| NewEdge Wealth, LLC | 0.00% | No change | 11,146 | $224K |
| Citadel Advisors | 0.00% | New | 10,824 | $218K |
| RFG Advisory, LLC | 0.01% | Reduce -23.5% | 10,414 | $209K |
| Ascentis Independent Advisors | 0.04% | New | 10,333 | $208K |
| Comerica Bank | 0.00% | Reduce -57.6% | 9,456 | $190K |
| Harbour Investments, Inc. | 0.00% | Add +215.7% | 8,550 | $172K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 8,266 | $166K |
| Bank of America Corp. | 0.00% | New | 7,121 | $143K |
| Opal Wealth Advisors, LLC | 0.03% | Reduce -65.6% | 4,204 | $84K |
| Tidemark, LLC | 0.03% | No change | 4,000 | $80K |
| Capital Analysts, LLC | 0.00% | New | 3,575 | $72K |
| IFP Advisors, Inc | 0.00% | No change | 2,821 | $57K |
| CX Institutional | 0.00% | New | 2,294 | $46K |
| Principal Securities, Inc. | 0.00% | No change | 1,725 | $35K |
| Golden State Wealth Management, LLC | 0.00% | Add +35.9% | 1,566 | $31K |
| IMG Wealth Management, Inc. | 0.02% | New | 1,381 | $28K |
| Private Trust Co. NA | 0.00% | No change | 1,011 | $20K |
| Archer Investment Corp | 0.00% | No change | 687 | $14K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1180.0% | 640 | $13K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 505 | $10K |
| Investors Research Corp | 0.00% | No change | 262 | $5K |
| REAP Financial Group, LLC | 0.00% | No change | 179 | $4K |
"% of holder's portfolio" is FUMB's weight in each manager's 13F, not the share of First Trust Ultra Short Dur the manager owns.