13FBOX
FIRST TRUST ULTRA SHORT DURATION MUNICIPAL ETF · 13F 机构持仓分析
期权收益计算器 机构排行
F

FIRST TRUST ULTRA SHORT DURATION MUNICIPAL ETF

FUMB
持有机构数
85
机构合计市值 (Q2 2026)
$1.61亿
机构合计股数 (Q2 2026)
805.2万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+162.3万股
42 · 8 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-172.3万股
38 · 11 清仓 · ≈
⚖️ 净额
-10.0万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.61亿
持有机构数
85
新买入
8
加仓
34
减仓
27
清仓
11
持股不变
16
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#72$1,560.8万77.8万股$1,803.1万89.7万股-11.9万股-13.24%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#63$1,343.1万67.0万股$1,302.1万64.9万股+2.0万股+3.12%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#57$1,308.5万65.2万股$1,763.5万88.0万股-22.7万股-25.82%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.02%0.01%#28$1,296.2万64.6万股$584.4万29.1万股+35.5万股+121.75%加仓
GSG Advisors LLC
2.27%0.09%#1$1,038.3万51.8万股$33.1万1.6万股+50.1万股+3,040.55%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#70$697.9万34.8万股$693.7万34.6万股+2,016股+0.58%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#37$690.2万34.4万股$364.6万18.2万股+16.2万股+89.23%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#65$677.7万33.8万股$555.2万27.7万股+6.1万股+22.03%加仓
NewEdge顾问NewEdge Advisors, LLC
0.02%0.02%#29$514.6万25.7万股$548.4万27.4万股-1.7万股-6.18%减仓
VAQUERO PRIVATE WEALTH, LTD
0.98%#3$476.9万23.8万股$00股+23.8万股新买入
瑞银集团UBS Group AG
<0.01%<0.01%#76$459.8万22.9万股$425.4万21.2万股+1.7万股+8.04%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#83$343.5万17.1万股$552.6万27.5万股-10.4万股-37.86%减仓
J.W.科尔顾问J.W. COLE ADVISORS, INC.
0.05%0.1%#16$318.1万15.9万股$308.0万15.4万股+4,997股+3.25%加仓
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
0.03%0.04%#18$316.4万15.8万股$298.2万14.9万股+9,028股+6.07%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.01%#34$283.2万14.1万股$249.8万12.5万股+1.7万股+13.37%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#50$251.3万12.5万股$261.4万13.0万股-5,111股-3.92%减仓
贝尔德金融集团Baird Financial Group, Inc.
<0.01%<0.01%#52$249.4万12.4万股$249.4万12.4万股00.00%持仓不变
Gateway Wealth Partners, LLC
0.13%0.2%#11$218.7万10.9万股$521.4万26.0万股-15.1万股-58.07%减仓
Insight Inv LLC
1.03%1.2%#2$217.6万10.8万股$218.4万10.9万股-450股-0.41%减仓
THRIVENT FINANCIAL FOR LUTHERANS
<0.01%<0.01%#55$199.9万10.0万股$184.8万9.2万股+7,536股+8.18%加仓
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#61$190.0万9.5万股$220.9万11.0万股-1.5万股-14.00%减仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#48$187.4万9.3万股$184.8万9.2万股+1,290股+1.40%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#67$179.1万8.9万股$184.3万9.2万股-2,627股-2.86%减仓
CAPITAL FINANCIAL GROUP INC\CO\ /ADV
0.87%0.89%#4$165.3万8.2万股$162.3万8.1万股+1,490股+1.84%加仓
White Wing Wealth Management
0.84%#5$160.2万8.0万股$00股+8.0万股新买入
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#79$159.4万7.9万股$188.5万9.4万股-1.5万股-15.45%减仓
Sanctuary顾问Sanctuary Advisors, LLC
0.01%0.01%#41$138.5万6.9万股$130.4万6.5万股+4,025股+6.19%加仓
顶峰金融Summit Financial, LLC
0.01%0.01%#30$133.4万6.7万股$103.4万5.2万股+1.5万股+28.98%加仓
Mainsail Financial Group, LLC
0.43%0.8%#7$125.4万6.3万股$191.1万9.5万股-3.3万股-34.37%减仓
Rothschild Wealth LLC
0.1%0.11%#13$125.4万6.3万股$125.4万6.3万股00.00%持仓不变
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC
0.8%1.56%#6$119.4万6.0万股$199.4万9.9万股-4.0万股-40.12%减仓
WealthBridge Capital Management, LLC
0.23%0.25%#8$114.9万5.7万股$109.8万5.5万股+2,509股+4.58%加仓
Ashton Thomas Private Wealth, LLC
0.02%0.03%#21$110.4万5.5万股$110.3万5.5万股00.00%持仓不变
INSPIRION WEALTH ADVISORS, LLC
0.11%0.13%#12$98.0万4.9万股$108.0万5.4万股-5,000股-9.28%减仓
繁荣金融服务Prospera Financial Services Inc
0.01%0.01%#31$92.1万4.6万股$89.4万4.5万股+1,337股+3.00%加仓
JAMES INVESTMENT RESEARCH, INC.
0.09%0.1%#14$91.4万4.6万股$91.4万4.6万股00.00%持仓不变
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#84$89.5万4.5万股$49.2万2.5万股+2.0万股+82.05%加仓
MCDONALD PARTNERS LLC
0.21%0.2%#9$85.2万4.3万股$85.2万4.3万股00.00%持仓不变
Occidental Asset Management, LLC
0.08%0.06%#15$83.3万4.2万股$50.4万2.5万股+1.6万股+65.15%加仓
Private Advisor集团Private Advisor Group, LLC
<0.01%<0.01%#51$80.0万4.0万股$86.9万4.3万股-3,437股-7.93%减仓
Meridian 财富管理Meridian Wealth Management, LLC
0.02%0.02%#22$71.7万3.6万股$62.0万3.1万股+4,840股+15.66%加仓
Dynamic Advisor Solutions LLC
0.02%0.02%#24$71.0万3.5万股$59.2万3.0万股+5,890股+19.94%加仓
Benjamin EdwardsBENJAMIN EDWARDS INC
0.01%<0.01%#44$57.3万2.9万股$43.2万2.2万股+7,036股+32.67%加仓
Capital Investment Advisory Services, LLC
0.03%0.04%#19$56.1万2.8万股$55.6万2.8万股+250股+0.90%加仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
<0.01%0.01%#47$53.0万2.6万股$52.3万2.6万股+344股+1.32%加仓
Norris Financial Group, LLC
0.2%0.18%#10$49.6万2.5万股$54.5万2.7万股-2,450股-9.02%减仓
Envestnet组合解决方案Envestnet Portfolio Solutions, Inc.
<0.01%<0.01%#62$47.2万2.4万股$45.6万2.3万股+758股+3.33%加仓
港湾投资HARBOUR INVESTMENTS, INC.
0.01%0.01%#42$44.9万2.2万股$49.9万2.5万股-2,500股-10.05%减仓
MGO资本MGO ONE SEVEN LLC
0.01%0.01%#40$41.1万2.1万股$38.8万1.9万股+1,140股+5.88%加仓
Keating Financial Advisory Services, Inc.
0.05%0.06%#17$40.4万2.0万股$34.3万1.7万股+3,019股+17.63%加仓

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