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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 2487 - 2023-12-31 1,208,287 $24,238,000 7,343
   COMMONWEALTH EQUITY SERVICES LLC. 1128 - 2024-03-31 262,977 $5,269,000 36,968
   UBS Group AG 2033 - 2023-12-31 239,553 $4,805,000 101,190
   Mainsail Financial Group LLC 12 - 2024-03-31 215,509 $4,318,000 4,698
   Nilsine Partners LLC 44 - 2024-03-31 213,322 $4,274,000 11,428
   Integrated Wealth Concepts LLC 374 - 2023-12-31 133,419 $2,676,000 31
   JAMES INVESTMENT RESEARCH INC 89 - 2024-03-31 126,676 $2,538,000 63,699
   Barber Financial Group Inc. 33 - 2023-03-31 103,692 $2,070,000 23,715
   JANE STREET GROUP LLC 2455 - 2023-12-31 96,863 $1,943,000 52,552
   WELLS FARGO & CO/MN 2669 - 2024-03-31 85,974 $1,722,000 46,255
   Mattern Wealth Management LLC 68 - 2023-12-31 80,304 $1,611,000 2,488
   Sigma Planning Corp 433 - 2024-03-31 62,153 $1,245,000 41,648
   ENVESTNET ASSET MANAGEMENT INC 2899 - 2023-12-31 51,840 $1,040,000 21,696
   Equitable Holdings Inc. 643 - 2023-12-31 37,675 $756,000 150
   MULTIFINANCIAL SECURITIES CORP 946 - 2023-12-31 34,568 $693,000 23,451
   TITLEIST ASSET MANAGEMENT LTD. 122 - 2022-12-31 33,495 $668,000 6,187
   FLOW TRADERS U.S. LLC 436 - 2023-12-31 31,041 $623,000 31,041
   COMERICA BANK 1769 - 2023-12-31 31,000 $622,000 1,765
   Dynamic Advisors Solutions LLC 607 - 2024-03-31 24,776 $496,000 1,506
   TITLEIST ASSET MANAGEMENT LLC 150 - 2023-12-31 22,092 $443,000 17
   Capital Investment Advisory Services LLC 347 - 2024-03-31 19,527 $391,000 4,127
   BENJAMIN F. EDWARDS & COMPANY INC. 796 - 2024-03-31 14,288 $286,000 5,228
   Coppell Advisory Solutions LLC 567 - 2023-12-31 1,849 $37,000 1,661
   PFS Partners LLC 164 - 2024-03-31 1,500 $30,000 10
   Householder Group Estate & Retirement Specialist L 628 - 2024-03-31 1,237 $25,000 10
  25 Records found
  1    
  Page 1 of 1
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