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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

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   AE Wealth Management LLC 1617 *New 2023-12-31 17,496 $351,000 17,496
   KINGSWOOD WEALTH ADVISORS LLC 553 *New 2024-03-31 10,966 $220,000 10,966
   ICA Group Wealth Management LLC 811 *New 2023-12-31 676 $14,000 676
   EdgeRock Capital LLC 206 *New 2023-12-31 646 $13,000 646
   Investors Research Corp 803 *New 2024-03-31 262 $5,000 262

  5 Records found
  1    
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