FIRST TRUST ULTRA SHORT DUR (FUMB) Institutional Ownership and Insiders Activity
FIRST TRUST ULTRA SHORT DUR (FUMB) is widely held by institutional investors, with 80 firms reporting positions valued at approximately $154.01M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is the largest disclosed holder, reporting approximately $15.61M in FUMB holdings in its latest filing.
Institutional Holders
80
Total Reported Value
$154.01M
Largest Holder
Morgan Stanley
Largest Position
$15.61M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
5
Funds Exiting Positions
12
Top Institutional Owners
View allInvestorReported Balance
- Morgan Stanley$15.61M
- Wells Fargo & Company/Mn$13.43M
- Lpl Financial Llc$13.09M
- Commonwealth Equity Services, Llc$12.96M
- Gsg Advisors Llc$10.38M