FIRST TRUST ULTRA SHORT DUR (FUMB) Institutional Shareholders
FIRST TRUST ULTRA SHORT DUR (FUMB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $149.90M in FUMB holdings during the latest filing period.
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 $15.62M, representing an estimated gain of +0.10% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed FUMB value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Wells Fargo & Company/Mn, 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
84
Total Reported Value
$149.90M
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 | $15,623,168 | +$15,552 | +0.10% | |
| Lpl Financial Llc | 0.00% | 652,475 | $13,085,382 | $13,098,436 | +$13,054 | +0.10% | |
| Wells Fargo & Company/Mn | 0.00% | 649,421 | $13,020,897 | $13,037,127 | +$16,230 | +0.12% | |
| Commonwealth Equity Services, Llc | 0.02% | 646,309 | $12,961,730 | $12,974,653 | +$12,923 | +0.10% | |
| Gsg Advisors Llc | 2.29% | 517,719 | $10,382,863 | $10,393,209 | +$10,346 | +0.10% | |
| Royal Bank Of Canada | 0.00% | 345,999 | $6,937,000 | $6,945,930 | +$8,930 | +0.13% | |
| Raymond James Financial Inc | 0.00% | 276,925 | $5,552,348 | $5,559,269 | +$6,921 | +0.12% | |
| Newedge Advisors, Llc | 0.02% | 256,610 | $5,146,318 | $5,151,446 | +$5,128 | +0.10% | |
| Ubs Group Ag | 0.00% | 229,246 | $4,597,529 | $4,602,113 | +$4,584 | +0.10% | |
| Osaic Holdings, Inc. | 0.01% | 181,838 | $3,645,861 | $3,650,398 | +$4,537 | +0.12% | |
| Jpmorgan Chase & Co | 0.00% | 171,091 | $3,434,652 | $3,434,652 | -$0 | -0.00% | |
| J.W. Cole Advisors, Inc. | 0.05% | 158,631 | $3,181,337 | $3,184,517 | +$3,180 | +0.10% | |
| Kestra Private Wealth Services, Llc | 0.03% | 157,770 | $3,164,075 | $3,167,233 | +$3,158 | +0.10% | |
| Kestra Advisory Services, Llc | 0.01% | 141,231 | $2,832,395 | $2,835,212 | +$2,817 | +0.10% | |
| Rockefeller Capital Management L.P. | 0.00% | 125,283 | $2,512,555 | $2,515,056 | +$2,501 | +0.10% | |
| Baird Financial Group, Inc. | 0.00% | 124,370 | $2,494,240 | $2,496,728 | +$2,488 | +0.10% | |
| Gateway Wealth Partners, Llc | 0.13% | 109,033 | $2,186,656 | $2,188,837 | +$2,181 | +0.10% | |
| Insight Inv Llc | 1.03% | 108,495 | $2,175,867 | $2,178,037 | +$2,170 | +0.10% | |
| Truist Financial Corp | 0.00% | 94,740 | $1,900,011 | $1,901,906 | +$1,895 | +0.10% | |
| Cetera Investment Advisers | 0.00% | 89,304 | $1,790,977 | $1,792,778 | +$1,801 | +0.10% | |
| Capital Financial Group Inc\Co\ | 0.87% | 82,431 | $1,653,161 | $1,654,802 | +$1,641 | +0.10% | |
| White Wing Wealth Management | 0.84% | 79,877 | $1,601,927 | $1,603,531 | +$1,604 | +0.10% | |
| Envestnet Asset Management Inc | 0.00% | 79,473 | $1,593,830 | $1,595,420 | +$1,590 | +0.10% | |
| Sanctuary Advisors, Llc | 0.01% | 69,073 | $1,385,259 | $1,386,640 | +$1,381 | +0.10% | |
| Summit Financial, Llc | 0.01% | 66,504 | $1,333,752 | $1,335,068 | +$1,316 | +0.10% | |
| Mainsail Financial Group, Llc | 0.43% | 62,540 | $1,254,243 | $1,255,491 | +$1,248 | +0.10% | |
| Rothschild Wealth Llc | 0.10% | 62,524 | $1,253,919 | $1,255,169 | +$1,250 | +0.10% | |
| Stewardship Concepts Financial Services Llc | 0.80% | 59,548 | $1,194,235 | $1,195,426 | +$1,191 | +0.10% | |
| Jane Street Group, Llc | 0.00% | 58,093 | $1,164,765 | $1,166,217 | +$1,452 | +0.12% | |
| Wealthbridge Capital Management, Llc | 0.23% | 57,274 | $1,148,626 | $1,149,776 | +$1,150 | +0.10% | |
| Ashton Thomas Private Wealth, Llc | 0.02% | 55,032 | $1,103,667 | $1,104,767 | +$1,100 | +0.10% | |
| Old Mission Capital Llc | 0.03% | 54,794 | $1,098,619 | $1,099,990 | +$1,371 | +0.12% | |
| Inspirion Wealth Advisors, Llc | 0.11% | 48,882 | $980,329 | $981,306 | +$977 | +0.10% | |
| Prospera Financial Services Inc | 0.01% | 45,907 | $920,661 | $921,583 | +$922 | +0.10% | |
| James Investment Research, Inc. | 0.09% | 45,571 | $913,926 | $914,838 | +$912 | +0.10% | |
| Mcdonald Partners Llc | 0.21% | 42,500 | $852,338 | $853,188 | +$850 | +0.10% | |
| Citadel Advisors Llc | 0.00% | 41,537 | $832,817 | $833,855 | +$1,038 | +0.12% | |
| Occidental Asset Management, Llc | 0.08% | 41,526 | $832,804 | $833,634 | +$830 | +0.10% | |
| Private Advisor Group, Llc | 0.00% | 39,887 | $799,927 | $800,732 | +$805 | +0.10% | |
| Susquehanna International Group, Llp | 0.00% | 35,797 | $717,730 | $718,625 | +$895 | +0.12% | |
| Meridian Wealth Management, Llc | 0.02% | 35,742 | $716,806 | $717,521 | +$715 | +0.10% | |
| Dynamic Advisor Solutions Llc | 0.02% | 35,427 | $710,489 | $711,197 | +$708 | +0.10% | |
| Benjamin Edwards Inc | 0.01% | 28,571 | $572,982 | $573,563 | +$581 | +0.10% | |
| Capital Investment Advisory Services, Llc | 0.03% | 27,975 | $561,039 | $561,598 | +$559 | +0.10% | |
| Concurrent Investment Advisors, Llc | 0.00% | 26,411 | $529,673 | $530,201 | +$528 | +0.10% | |
| Norris Financial Group, Llc | 0.20% | 24,715 | $495,659 | $496,154 | +$495 | +0.10% | |
| Goldman Sachs Group Inc | 0.00% | 24,527 | $491,766 | $492,380 | +$614 | +0.12% | |
| Envestnet Portfolio Solutions, Inc. | 0.00% | 23,513 | $471,553 | $472,023 | +$470 | +0.10% | |
| Harbour Investments, Inc. | 0.01% | 22,384 | $448,911 | $449,359 | +$448 | +0.10% | |
| Mgo One Seven Llc | 0.01% | 20,515 | $411,428 | $411,839 | +$411 | +0.10% |
Frequently asked questions about FUMB
Who owns the most FUMB stock?
The largest holders of FUMB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST ULTRA SHORT DUR (FUMB).
Is FUMB widely held by superinvestors?
Many widely followed stocks like FUMB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FUMB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.