FUMB Institutional Ownership & Shareholders
FIRST TRUST ULTRA SHORT DUR (FUMB) is currently held by 80 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $154.41M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of FUMB tracked by InsiderSet, reporting ownership valued at approximately $15.61M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $15.59M, representing an estimated loss of -0.10% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 62% of the total disclosed FUMB value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Wells Fargo & Company/Mn, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in FIRST TRUST ULTRA SHORT DUR (FUMB).
This page ranks the largest institutional FUMB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
80
Total Reported Value
$154.41M
Largest Holder
Morgan Stanley
Largest Position
$15.61M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
99
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 778,240 | $15,607,616 | $15,592,038 | -$15,578 | -0.10% | |
| Wells Fargo & Company/Mn | 0.00% | 669,696 | $13,430,767 | $13,417,359 | -$13,408 | -0.10% | |
| Lpl Financial Llc | 0.00% | 652,475 | $13,085,382 | $13,072,337 | -$13,045 | -0.10% | |
| Commonwealth Equity Services, Llc | 0.02% | 646,309 | $12,961,730 | $12,948,801 | -$12,929 | -0.10% | |
| Gsg Advisors Llc | 2.29% | 517,719 | $10,382,863 | $10,372,500 | -$10,363 | -0.10% | |
| Royal Bank Of Canada | 0.00% | 348,015 | $6,979,000 | $6,972,481 | -$6,519 | -0.09% | |
| Osaic Holdings, Inc. | 0.01% | 344,084 | $6,902,179 | $6,893,723 | -$8,456 | -0.12% | |
| Raymond James Financial Inc | 0.00% | 337,934 | $6,777,260 | $6,770,508 | -$6,752 | -0.10% | |
| Newedge Advisors, Llc | 0.02% | 256,610 | $5,146,318 | $5,141,181 | -$5,137 | -0.10% | |
| Ubs Group Ag | 0.00% | 229,246 | $4,597,529 | $4,592,944 | -$4,585 | -0.10% | |
| Kestra Private Wealth Services, Llc | 0.04% | 178,789 | $3,557,911 | $3,582,038 | +$24,127 | +0.68% | |
| Jpmorgan Chase & Co | 0.00% | 171,091 | $3,434,652 | $3,427,808 | -$6,844 | -0.20% | |
| J.W. Cole Advisors, Inc. | 0.05% | 158,631 | $3,181,337 | $3,178,172 | -$3,165 | -0.10% | |
| Kestra Advisory Services, Llc | 0.01% | 141,231 | $2,832,395 | $2,829,563 | -$2,832 | -0.10% | |
| Rockefeller Capital Management L.P. | 0.00% | 125,283 | $2,512,555 | $2,510,045 | -$2,510 | -0.10% | |
| Baird Financial Group, Inc. | 0.00% | 124,370 | $2,494,240 | $2,491,753 | -$2,487 | -0.10% | |
| Gateway Wealth Partners, Llc | 0.13% | 109,033 | $2,186,656 | $2,184,476 | -$2,180 | -0.10% | |
| Insight Inv Llc | 1.01% | 107,001 | $2,129,325 | $2,143,765 | +$14,440 | +0.68% | |
| Thrivent Financial For Lutherans | 0.00% | 99,686 | $1,999,000 | $1,997,209 | -$1,791 | -0.09% | |
| Truist Financial Corp | 0.00% | 91,048 | $1,811,855 | $1,824,147 | +$12,292 | +0.68% | |
| Cetera Investment Advisers | 0.00% | 89,304 | $1,790,977 | $1,789,206 | -$1,771 | -0.10% | |
| Capital Financial Group Inc\Co\ | 0.87% | 82,431 | $1,653,161 | $1,651,505 | -$1,656 | -0.10% | |
| White Wing Wealth Management | 0.84% | 79,877 | $1,601,927 | $1,600,336 | -$1,591 | -0.10% | |
| Envestnet Asset Management Inc | 0.00% | 79,473 | $1,593,830 | $1,592,242 | -$1,588 | -0.10% | |
| Sanctuary Advisors, Llc | 0.01% | 69,073 | $1,385,259 | $1,383,878 | -$1,381 | -0.10% | |
| Summit Financial, Llc | 0.01% | 66,504 | $1,333,752 | $1,332,408 | -$1,344 | -0.10% | |
| Rothschild Wealth Llc | 0.10% | 62,524 | $1,253,919 | $1,252,668 | -$1,251 | -0.10% | |
| Stewardship Concepts Financial Services Llc | 0.78% | 59,548 | $1,185,005 | $1,193,044 | +$8,039 | +0.68% | |
| Wealthbridge Capital Management, Llc | 0.22% | 56,247 | $1,119,310 | $1,126,909 | +$7,599 | +0.68% | |
| Ashton Thomas Private Wealth, Llc | 0.02% | 55,032 | $1,103,667 | $1,102,566 | -$1,101 | -0.10% | |
| Inspirion Wealth Advisors, Llc | 0.12% | 52,432 | $1,043,397 | $1,050,475 | +$7,078 | +0.68% | |
| Prospera Financial Services Inc | 0.01% | 45,907 | $920,661 | $919,747 | -$914 | -0.10% | |
| James Investment Research, Inc. | 0.10% | 45,571 | $906,863 | $913,015 | +$6,152 | +0.68% | |
| Goldman Sachs Group Inc | 0.00% | 44,651 | $895,476 | $894,583 | -$893 | -0.10% | |
| Mcdonald Partners Llc | 0.21% | 42,500 | $852,338 | $851,488 | -$851 | -0.10% | |
| Occidental Asset Management, Llc | 0.08% | 41,526 | $832,804 | $831,973 | -$831 | -0.10% | |
| Private Advisor Group, Llc | 0.00% | 39,887 | $799,927 | $799,136 | -$791 | -0.10% | |
| Meridian Wealth Management, Llc | 0.02% | 35,742 | $716,806 | $716,091 | -$715 | -0.10% | |
| Dynamic Advisor Solutions Llc | 0.02% | 32,766 | $652,043 | $656,467 | +$4,424 | +0.68% | |
| Benjamin Edwards Inc | 0.01% | 28,571 | $572,982 | $572,420 | -$562 | -0.10% | |
| Capital Investment Advisory Services, Llc | 0.03% | 27,450 | $546,255 | $549,961 | +$3,706 | +0.68% | |
| Concurrent Investment Advisors, Llc | 0.00% | 27,294 | $543,151 | $546,835 | +$3,684 | +0.68% | |
| Norris Financial Group, Llc | 0.20% | 24,715 | $495,659 | $495,165 | -$494 | -0.10% | |
| Envestnet Portfolio Solutions, Inc. | 0.00% | 23,513 | $471,553 | $471,083 | -$470 | -0.10% | |
| Harbour Investments, Inc. | 0.01% | 22,384 | $448,911 | $448,463 | -$448 | -0.10% | |
| Keating Financial Advisory Services, Inc. | 0.05% | 20,148 | $404,068 | $403,665 | -$403 | -0.10% | |
| Hrt Financial Lp | 0.00% | 19,121 | $383,000 | $383,089 | +$89 | +0.02% | |
| Jane Street Group, Llc | 0.00% | 19,031 | $381,667 | $381,286 | -$381 | -0.10% | |
| Stifel Financial Corp | 0.00% | 18,860 | $378,238 | $377,860 | -$378 | -0.10% | |
| Rfg Advisory, Llc | 0.01% | 18,736 | $375,754 | $375,376 | -$378 | -0.10% |
Frequently asked questions about FUMB
Who are the largest institutional holders of FUMB?
The largest institutional holders of FUMB reported in the latest SEC Form 13F filings include Morgan Stanley, Wells Fargo & Company/Mn, Lpl Financial Llc, Commonwealth Equity Services, Llc, and Gsg Advisors Llc. InsiderSet ranks institutional holders by their latest reported FUMB position.
What is FUMB institutional ownership?
This page tracks FUMB positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST ULTRA SHORT DUR (FUMB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FUMB?
InsiderSet currently tracks 80 institutional managers reporting FUMB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FUMB shareholders.
How much FUMB stock do institutions own?
Institutional investment managers disclosed approximately $154.41M in FUMB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FUMB institutional ownership last updated?
The latest FUMB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FUMB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FUMB position after the reporting date.
Are institutions buying or selling FUMB?
Institutional buying and selling can be analyzed by comparing FUMB positions across consecutive 13F reporting periods. InsiderSet's FUMB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FUMB ownership changes.
How has FUMB institutional ownership changed over time?
InsiderSet tracks FUMB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.