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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
   Sawtooth Asset Management Inc. 410 - 2023-12-31 57,209 $1,148,000 0
   Westside Investment Management Inc. 105 - 2024-03-31 50,000 $1,002,000 0
   MCDONALD PARTNERS LLC 101 - 2024-03-31 49,000 $982,000 0
   STEPHENS INC /AR/ 626 - 2023-12-31 35,516 $712,000 0
   TRUST CO OF OKLAHOMA 77 - 2024-03-31 34,625 $694,000 0
   Csenge Advisory Group 433 - 2024-03-31 25,000 $501,000 0
   CHILTON CAPITAL MANAGEMENT LLC 164 - 2024-03-31 25,018 $501,000 0
   RAYMOND JAMES TRUST CO 852 - 2024-03-31 18,677 $374,000 0
   Total Clarity Wealth Management Inc. 179 - 2024-03-31 17,956 $360,000 0
   Spire Wealth Management 660 - 2024-03-31 15,281 $306,000 0
   Security Financial Services INC. 159 - 2024-03-31 12,449 $249,000 0
   NAPLES GLOBAL ADVISORS LLC 371 - 2024-03-31 11,500 $230,000 0
   HBW Advisory Services LLC 282 - 2024-03-31 10,503 $211,000 0
   Castleview Partners LLC 368 - 2024-03-31 2,130 $43,000 0
   PRINCIPAL SECURITIES INC. 1729 - 2024-03-31 1,700 $34,000 0
   DHJJ Financial Advisors Ltd. 363 - 2024-03-31 1,055 $21,000 0
   Capital Analysts Inc. 886 - 2023-12-31 505 $10,000 0

  17 Records found
  1    
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