FUMB institutional holders

First Trust Ultra Short Duration Municipal ETF · 87 reporting institutions · $157M reported value

Institutional holdings

Institutions reporting FUMB, largest first
InstitutionReported positionAdvisors at firmReport period
Morgan Stanley$15.6M23,1852026-06-30
Wells Fargo & Company/mn$13.4M02026-06-30
Lpl Financial LLC$13.1M23,4582026-06-30
Commonwealth Equity Services, LLC$13M2,8632026-06-30
Gsg Advisors LLC$10.4M32026-06-30
Royal Bank of Canada$7M02026-06-30
Osaic Holdings, Inc.$6.9M02026-06-30
Raymond James Financial Inc$6.8M02026-06-30
Newedge Advisors$5.1M6012026-06-30
Vaquero Private Wealth, Ltd$4.8M62026-06-30
UBS Group AG$4.6M02026-06-30
Jpmorgan Chase & Co$3.4M02026-06-30
J.W. Cole Advisors, Inc.$3.2M4992026-06-30
Kestra Private Wealth Services, LLC$3.2M2062026-06-30
Kestra Advisory Services, LLC$2.8M1,4792026-06-30
Rockefeller Capital Management LP$2.5M3462026-06-30
Baird Financial Group, Inc.$2.5M02026-06-30
Gateway Wealth Partners, LLC$2.2M1012026-06-30
Insight Inv LLC$2.2M22026-06-30
Truist Financial Corp$1.9M02026-06-30
Cetera Investment Advisers$1.8M10,3702026-06-30
Capital Financial Group Inc$1.7M32026-06-30
White Wing Wealth Management, LLC$1.6M22026-06-30
Envestnet Pmc$1.6M602026-06-30
Sanctuary Advisors, LLC$1.4M4012026-06-30
Summit Financial, LLC$1.3M2292026-06-30
Mainsail Financial Group, LLC$1.3M62026-06-30
Rothschild Wealth LLC$1.3M312026-06-30
Stewardship Concepts Financial Services LLC$1.2M42026-06-30
Wealthbridge Capital Management, LLC$1.1M52026-06-30
Ashton Thomas Private Wealth, LLC$1.1M962026-06-30
Inspirion Wealth Advisors, LLC$980.3K102026-06-30
Prospera Financial Services, Inc.$920.7K2702026-06-30
James Investment Research Inc$913.9K82026-06-30
Goldman Sachs Group Inc$895.5K02026-06-30
McDonald Partners LLC$852.3K242026-06-30
Occidental Asset Management, LLC$832.8K122026-06-30
Private Advisor Group, LLC$799.9K9272026-06-30
Meridian Wealth Management, LLC$716.8K582026-06-30
Dynamic$710.5K752026-06-30
Benjamin Edwards Inc$573K02026-06-30
Capital Investment Advisory Services, LLC$561K1032026-06-30
Concurrent Investment Advisors, LLC$529.7K3492026-06-30
Norris Financial Group, LLC$495.7K42026-06-30
Envestnet Portfolio Solutions, Inc.$471.6K32026-06-30
Harbour Investments, Inc.$448.9K2472026-06-30
Mgo One Seven LLC$411.4K1182026-06-30
Keating Financial Advisory Services, Inc.$404.1K252026-06-30
Ae Wealth Management LLC$398.4K4712026-06-30
International Assets Investment Management, LLC$391.1K1222026-06-30
Jane Street Group, LLC$381.7K02026-06-30
Stifel Financial Corp$378.2K02026-06-30
Rfg Advisory, LLC$375.8K1912026-06-30
Advisory Services Network$340.4K2532026-06-30
Tower Research Capital LLC (trc)$295.8K02026-06-30
World Investment Advisors$286.6K3592026-06-30
Equitable Holdings, Inc.$282.4K02026-06-30
Advyzon Investment Management, LLC$269.8K22026-06-30
Comerica Bank$259.9K02025-12-31
Xml Financial, LLC$233K282026-06-30
MML Investors Services, LLC$221.5K5,1202026-06-30
Parallel Advisors, LLC$210.8K752026-06-30
Compass Financial Management LLC$182.7K462026-06-30
Corecap Advisors, LLC$158.3K1182026-06-30
Farther Finance Advisors, LLC$152.4K3342026-06-30
Fifth Third Bancorp$139.3K02026-06-30
Steward Partners Investment Advisory, LLC$135.6K4812026-06-30
TD Capital Management LLC$123.5K82026-06-30
Integrated Wealth Concepts LLC$80.3K4802026-06-30
Tidemark, LLC$80.2K82026-06-30
Ifp Advisors, Inc$56.6K3182026-06-30
Ifg Advisory, LLC$53.9K1102026-06-30
Golden State Wealth Management, LLC$32.5K472026-06-30
Private Trust Co NA$31.1K02026-06-30
Global Retirement Partners LLC$24.1K4912026-06-30
Img Wealth Management, Inc.$15.4K72026-06-30
Dhjj Financial Advisors, Ltd.$10.1K72026-06-30
Vima LLC$8.7K122026-06-30
Ameriflex Group, Inc.$7.7K2122026-06-30
Cwm, LLC$6.7K6672026-03-31
Evolution Wealth Management Inc.$4.6K32026-06-30
Reap Financial Group, LLC$3.6K72026-06-30
Thrivent Financial for Lutherans$2K02026-06-30
Cambridge Investment Research Advisors, Inc.$1.8K3,9402026-03-31
Hrt Financial LP$38302026-06-30
Capital Analysts, LLC$3156082026-06-30
Cx Institutional$47802026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-12-31 to 2026-06-30