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Get Institutions for : 
First Trust Ultra Short Duration Municipal Etf (FUMB)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 90    4
Total shares held : 
 7,602,791  
% of shares held : 
 14.48%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -10  
Amount of shares held : 
 -1,125,689  
% of shares held change : 
   -2.14%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 202,729
 2.67%
 
Increased Positions :
27
 455,588
 5.99%
 
Unchanged Positions :
21
 580,327
 7.63%
 
Decreased Positions :
33
-1,151,918
-15.15%
 
Closed Positions :
13
-632,088
-8.31%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 2491 - 2024-03-31 1,194,740 $23,937,000 -13,547
   LPL FINANCIAL CORP 1056 - 2024-03-31 786,225 $15,752,000 -22,351
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 810 - 2024-03-31 483,698 $9,691,000 -40,979
   ROYAL BANK OF CANADA 1963 - 2024-03-31 228,289 $4,574,000 -5,858
   Advisor Group Holdings Inc. 1099 - 2024-03-31 224,776 $4,504,000 -28,085
   Integrys Wealth Advisors LLC 25 - 2024-03-31 169,765 $3,401,000 -7,500
   J.W. COLE ADVISORS INC. 163 - 2024-03-31 132,493 $2,655,000 -6,035
   Kestra Advisory Services LLC 813 - 2024-03-31 113,895 $2,282,000 -8,626
   UBS Group AG 2876 - 2024-03-31 110,845 $2,221,000 -128,708
   Modern Wealth Management LLC 81 - 2024-03-31 93,128 $1,870,000 -5,466
   Private Advisor Group LLC 851 - 2024-03-31 91,919 $1,842,000 -4,214
   J P MORGAN CHASE & CO 3205 - 2024-03-31 65,000 $1,302,000 -46,368
   Mattern Wealth Management LLC 80 - 2024-03-31 62,304 $1,248,000 -18,000
   Naviter Wealth LLC 137 - 2024-03-31 61,042 $1,223,000 -43,942
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2311 - 2024-03-31 60,445 $1,211,000 -41,425
   GSG Advisors LLC 32 - 2024-03-31 59,258 $1,187,000 -3,580
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1831 - 2024-03-31 42,127 $844,000 -1,598
   RAYMOND JAMES & ASSOCIATES 2688 - 2024-03-31 41,770 $837,000 -3,230
   ENVESTNET ASSET MANAGEMENT INC 3259 - 2024-03-31 32,386 $649,000 -19,454
   Equitable Holdings Inc. 725 - 2024-03-31 32,075 $643,000 -5,600
   Steward Partners Investment Advisory LLC 976 - 2024-03-31 29,866 $598,000 -2,015
   Envestnet Portfolio Solutions Inc. 1059 - 2024-03-31 28,791 $577,000 -422
   White Wing Wealth Management 22 - 2024-03-31 28,589 $573,000 -33,156
   Visionary Wealth Advisors 311 - 2024-03-31 26,681 $535,000 -23,646
   COMERICA BANK 1869 - 2024-03-31 24,839 $498,000 -6,161
   One + One Wealth Management LLC 66 - 2024-03-31 23,647 $474,000 -747
   Occidental Asset Management LLC 135 - 2024-03-31 23,508 $471,000 -5,751
   TITLEIST ASSET MANAGEMENT LLC 174 - 2024-03-31 21,202 $425,000 -890
   Insight Inv LLC 61 - 2024-03-31 20,050 $402,000 -3,720
   STIFEL FINANCIAL CORP 2789 - 2024-03-31 17,789 $356,000 -6,867
   Ausdal Financial Partners Inc. 351 - 2024-03-31 16,564 $332,000 -2,298
   RFG Advisory Group LLC 611 - 2024-03-31 14,821 $297,000 -737
   HARBOUR INVESTMENTS INC. 771 - 2023-12-31 12,572 $252,000 -1,239
   NewEdge Wealth LLC 705 - 2024-03-31 12,359 $247,000 -4,292
   VCI Wealth Management LLC 97 - 2024-03-31 12,025 $241,000 -526
   PROEQUITIES INC. 719 - 2024-03-31 8,701 $174,000 -820
   Global Retirement Partners LLC 1500 - 2024-03-31 1,940 $39,000 -1,100
   PRIVATE TRUST CO NA 1288 - 2024-03-31 1,511 $30,000 -110
  38 Records found
  1    
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