Who owns FUMB?
First Trust Ultra Short Duration Municipal ETF · First Trust
85 institutions reported holding FUMB, worth $163.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FUMB
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $15.6M | 778,240 | +117,030 shares |
| Wells Fargo & Company | San Francisco, CA | $13.4M | 669,696 | +20,275 shares |
| LPL Financial LLC | Fort Mill, SC | $13.1M | 652,475 | −227,067 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $13.0M | 646,309 | +354,856 shares |
| GSG Advisors LLC | Mount Laurel, NJ | $10.4M | 517,719 | +501,234 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $7.0M | 348,015 | +2,016 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $6.9M | 344,084 | +162,246 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $6.8M | 337,934 | +61,009 shares |
| NewEdge Advisors, LLC | New Orleans, LA | $5.1M | 256,610 | +5,866 shares |
| Vaquero Private Wealth, Ltd. | Dallas, TX | $4.8M | 237,797 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
Similar ETFs
Compare what they hold: FUMB vs EVSB, FUMB vs SWP, FUMB vs CALI, FUMB vs SDFI.
Frequently asked questions
Who owns FUMB?
85 institutional managers reported holding FUMB in Form 13F filings for June 30, 2026, worth $163.2M in total. The largest reported position was held by Morgan Stanley, at $15.6M.
Did institutions buy or sell FUMB last quarter?
Reported 13F value rose 6.1% from March 31, 2026, which includes price moves as well as buying and selling. 9 firms reported a new position and 11 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is FUMB ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.