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First Trust Ultra Short DUR (FUMB)

CUSIP: 33740J104 | NYSE | 234 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Commonwealth Equity Services, LLC653,180
0.0% of portfolio›$13.0M
GSG Advisors LLC521,143
2.2% of portfolio›$10.4M
Cambridge Investment Research Advisors, Inc.259,280
0.0% of portfolio›$5.2M
Vaquero Private Wealth, LTD224,622
0.9% of portfolio›$4.5M
Prospera Financial Services Inc207,365
0.1% of portfolio›$4.2M
Kestra Private Wealth Services, LLC178,789
0.0% of portfolio›$3.6M
J.W. Cole Advisors, Inc.163,993
0.1% of portfolio›$3.3M
Kestra Advisory Services, LLC129,731
0.0% of portfolio›$2.6M
Thrivent Financial for Lutherans109,817
0.0% of portfolio›$2.2M
Insight Inv LLC107,001
1.0% of portfolio›$2.1M
Truist Financial Corp91,048
0.0% of portfolio›$1.8M
StoneCrest Wealth Management, Inc.87,145
0.6% of portfolio›$1.7M
Occidental Asset Management, LLC60,938
0.1% of portfolio›$1.2M
Stewardship Concepts Financial Services LLC59,548
0.8% of portfolio›$1.2M
WealthBridge Capital Management, LLC56,247
0.2% of portfolio›$1.1M
Ashton Thomas Private Wealth, LLC55,032
0.0% of portfolio›$1.1M
Inspirion Wealth Advisors, LLC52,432
0.1% of portfolio›$1.0M
James Investment Research, Inc.45,571
0.1% of portfolio›$906.9K
Mcdonald Partners LLC42,500
0.2% of portfolio›$845.8K
Meridian Wealth Management, LLC37,660
0.0% of portfolio›$749.4K
Dynamic Advisor Solutions LLC32,766
0.0% of portfolio›$652.0K
Capital Investment Advisory Services, LLC27,450
0.0% of portfolio›$546.3K
Concurrent Investment Advisors, LLC27,294
0.0% of portfolio›$543.2K
RFG Advisory, LLC26,921
0.0% of portfolio›$535.7K
Mattern Wealth Management LLC17,452
0.1% of portfolio›$347.3K
Parallel Advisors, LLC13,909
0.0% of portfolio›$276.8K
International Assets Investment Management, LLC13,700
0.0% of portfolio›$272.9K
Farther Finance Advisors, LLC11,645
0.0% of portfolio›$231.7K
XML Financial, LLC11,618
0.0% of portfolio›$231.2K
Fifth Third Bancorp10,981
0.0% of portfolio›$218.5K
Ascentis Independent Advisors10,184
0.0% of portfolio›$202.7K
Visionary Wealth Advisors10,154
0.0% of portfolio›$202.1K
Csenge Advisory Group10,028
0.0% of portfolio›$199.6K
Compass Financial Management LLC9,111
0.0% of portfolio›$181.3K
CoreCap Advisors, LLC8,926
0.0% of portfolio›$177.6K
IFP Advisors, Inc2,821
0.0% of portfolio›$56.1K
CX Institutional2,363
0.0% of portfolio›$47
Golden State Wealth Management, LLC1,629
0.0% of portfolio›$32.4K
Private Trust Co NA1,201
0.0% of portfolio›$23.9K
IMG Wealth Management, Inc.635
0.0% of portfolio›$12.6K
Dhjj Financial Advisors, Ltd.505
0.0% of portfolio›$10.0K
Vima LLC436
0.0% of portfolio›$8.7K
Evolution Wealth Management Inc.231
0.0% of portfolio›$4.6K
Reap Financial Group, LLC179
0.0% of portfolio›$3.6K
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
653,180$13.0M0.0%ETFLowWaltham, MA2026-11-02
GSG Advisors LLC
521,143$10.4M2.2%ETFVery LowMount Laurel, NJ2026-11-03
Cambridge Investment Research Advisors, Inc.
259,280$5.2M0.0%ETFLowFairfield, IA2026-11-02
Vaquero Private Wealth, LTD
224,622$4.5M0.9%ETFN/ADallas, TX2026-10-27
Prospera Financial Services Inc
207,365$4.2M0.1%CoreMediumDallas, TX2026-11-04
Kestra Private Wealth Services, LLC
178,789$3.6M0.0%GrowthLowAustin, TX2026-10-30
J.W. Cole Advisors, Inc.
163,993$3.3M0.1%IndexLowTampa, FL2026-11-05
Kestra Advisory Services, LLC
129,731$2.6M0.0%CoreLowAustin, TX2026-11-02
Thrivent Financial for Lutherans
109,817$2.2M0.0%GARPMediumMinneapolis, MN2026-11-05
Insight Inv LLC
107,001$2.1M1.0%CoreVery LowEl Segundo, CA2026-10-27
Truist Financial Corp
91,048$1.8M0.0%CoreLowCharlotte, NC2026-10-30
StoneCrest Wealth Management, Inc.
87,145$1.7M0.6%ETFMediumChandler, AZ2026-11-03
Occidental Asset Management, LLC
60,938$1.2M0.1%GrowthLowBurlingame, CA2026-11-05
Stewardship Concepts Financial Services LLC
59,548$1.2M0.8%ETFLowSpokane, WA2026-10-06
WealthBridge Capital Management, LLC
56,247$1.1M0.2%ETFLowWesterville, OH2026-10-16
Ashton Thomas Private Wealth, LLC
55,032$1.1M0.0%CoreMediumScottsdale, AZ2026-11-03
Inspirion Wealth Advisors, LLC
52,432$1.0M0.1%ETFMediumLibertyville, IL2026-10-09
James Investment Research, Inc.
45,571$906.9K0.1%CoreLowAlpha, OH2026-10-22
Mcdonald Partners LLC
42,500$845.8K0.2%CoreLowCleveland, OH2026-11-03
Meridian Wealth Management, LLC
37,660$749.4K0.0%GrowthLowLexington, KY2026-11-05
Dynamic Advisor Solutions LLC
32,766$652.0K0.0%ETFLowPhoenix, AZ2026-10-13
Capital Investment Advisory Services, LLC
27,450$546.3K0.0%CoreMediumRaleigh, NC2026-10-30
Concurrent Investment Advisors, LLC
27,294$543.2K0.0%GrowthMediumTampa, FL2026-10-16
RFG Advisory, LLC
26,921$535.7K0.0%ETFMediumBirmingham, AL2026-11-03
Mattern Wealth Management LLC
17,452$347.3K0.1%ETFVery LowLawrence, KS2026-11-04
Parallel Advisors, LLC
13,909$276.8K0.0%IndexLowSan Francisco, CA2026-11-03
International Assets Investment Management, LLC
13,700$272.9K0.0%CoreVery HighOrlando, FL2026-11-02
Farther Finance Advisors, LLC
11,645$231.7K0.0%IndexLowSan Francisco, CA2026-10-08
XML Financial, LLC
11,618$231.2K0.0%ETFLowBethesda, MD2026-10-29
Fifth Third Bancorp
10,981$218.5K0.0%IndexVery LowCincinnati, OH2026-11-05
Ascentis Independent Advisors
10,184$202.7K0.0%ETFLowDallas, TX2026-11-03
Visionary Wealth Advisors
10,154$202.1K0.0%ETFLowO'Fallon, IL2026-11-04
Csenge Advisory Group
10,028$199.6K0.0%ETFMediumClearwater, FL2026-11-04
Compass Financial Management LLC
9,111$181.3K0.0%CoreN/ATampa, FL2026-10-30
CoreCap Advisors, LLC
8,926$177.6K0.0%ETFMediumSouthfield, MI2026-10-08
IFP Advisors, Inc
2,821$56.1K0.0%GrowthLowTampa, FL2026-10-16
CX Institutional
2,363$470.0%CoreMediumAuburn, IN2026-10-02
Golden State Wealth Management, LLC
1,629$32.4K0.0%ETFMediumSanta Ana, CA2026-11-02
Private Trust Co NA
1,201$23.9K0.0%CoreLowCleveland, OH2026-10-20
IMG Wealth Management, Inc.
635$12.6K0.0%ETFMediumJacksonville, FL2026-10-27
Dhjj Financial Advisors, Ltd.
505$10.0K0.0%ETFVery LowNaperville, IL2026-10-23
Vima LLC
436$8.7K0.0%CoreLowTroy, MI2026-10-23
Evolution Wealth Management Inc.
231$4.6K0.0%ETFMediumFort Myers, FL2026-10-28
Reap Financial Group, LLC
179$3.6K0.0%ETFLowAustin, TX2026-11-02