Security Snapshot

FIRST TR EXCH TRADED FD III - ULTRA SHT DUR MU (FUMB) Institutional Ownership

CUSIP: 33740J104

13F Institutional Holders and Ownership History from Q4 2018 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

87

Shares (Excl. Options)

7,801,304

Price

$20.06

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Type / Class
Equity / ULTRA SHT DUR MU
Symbol
FUMB
Price per share
$20.08
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
7,801,304
Total reported value
$156,499,207
% of total 13F portfolios
0%
Share change
-726,979
Value change
-$14,596,456
Number of holders
87
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • FUMB - FIRST TR EXCH TRADED FD III - ULTRA SHT DUR MU is tracked under CUSIP 33740J104.
  • 87 institutions reported positions in Q4 2025.
  • Schedule 13D/13G significant owner rows are not currently available.

What Changed

  • Holder count moved from 87 to 69 between Q4 2025 and Q1 2026.
  • Reported value moved from $156,499,207 to $116,476,689.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 87 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 33740J104?
CUSIP 33740J104 identifies FUMB - FIRST TR EXCH TRADED FD III - ULTRA SHT DUR MU in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

As of 31 Dec 2025, 87 institutional investors reported holding 7,801,304 shares of FIRST TR EXCH TRADED FD III - ULTRA SHT DUR MU (FUMB).

Institutional Holders of FIRST TR EXCH TRADED FD III - ULTRA SHT DUR MU (FUMB) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 5,808,922 $116,476,689 +$7,142,879 $20.05 69
2025 Q4 7,801,304 $156,499,207 -$14,596,456 $20.06 87
2025 Q3 8,428,998 $169,428,981 +$20,830,338 $20.10 93
2025 Q2 7,329,857 $147,336,062 +$15,804,144 $20.10 85
2025 Q1 6,540,439 $131,430,752 -$13,975,826 $20.10 81
2024 Q4 7,302,405 $146,704,406 +$4,968,438 $20.09 87
2024 Q3 6,928,817 $139,374,828 -$2,627,021 $20.12 78
2024 Q2 7,072,962 $141,882,976 -$9,079,989 $20.06 81
2024 Q1 7,447,614 $149,215,027 -$3,194,521 $20.04 81
2023 Q4 7,665,650 $153,757,672 -$22,707,184 $20.06 94
2023 Q3 8,620,518 $171,723,850 -$21,759,356 $19.92 89
2023 Q2 9,621,197 $192,228,016 -$19,301,918 $19.98 87
2023 Q1 10,694,195 $213,509,138 -$6,240,295 $19.96 90
2022 Q4 10,811,191 $214,388,007 +$26,238,999 $19.95 84
2022 Q3 9,193,120 $182,197,413 +$40,083,040 $19.82 77
2022 Q2 7,169,956 $143,155,161 +$11,136,465 $19.97 65
2022 Q1 6,608,018 $131,896,136 +$30,607,523 $19.96 51
2021 Q4 5,070,611 $102,219,000 +$6,196,759 $20.16 46
2021 Q3 4,688,630 $94,564,510 +$9,468,515 $20.17 44
2021 Q2 4,219,234 $85,139,449 +$22,827,484 $20.18 37
2021 Q1 3,087,918 $62,342,316 +$13,190,193 $20.19 40
2020 Q4 2,431,390 $49,039,686 +$7,724,530 $20.17 44
2020 Q3 2,016,977 $40,628,703 -$6,282,021 $20.14 35
2020 Q2 2,275,352 $45,707,915 +$12,921,282 $20.09 34
2020 Q1 1,632,135 $32,819,110 +$23,617,249 $20.11 21
2019 Q4 423,690 $8,519,110 -$2,758,252 $20.11 12
2019 Q3 561,037 $11,275,000 -$2,682,494 $20.09 14
2019 Q2 694,894 $13,943,000 -$3,622,016 $20.06 10
2019 Q1 875,416 $17,552,000 -$1,812,850 $20.05 10
2018 Q4 965,823 $19,423,000 +$19,423,000 $20.11 7
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