FUMB

First Trust Ultra Short Dur

Latest period2024 - Q4Total superinvestors4

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 4 superinvestors own shares of First Trust Ultra Short Dur (FUMB), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding First Trust Ultra Short Dur (FUMB), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with First Trust Ultra Short Dur (FUMB) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with First Trust Ultra Short Dur (FUMB) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Noah Seidenberg@Inspirion Wealth Advisors, Llc
Recent Activity
0.28%
$1.946M
96,936 shares@ 20.09 avg price
Jon Greer@Gsg Advisors Llc
Recent Activity
Decreased -13.94%
0.33%
$1.037M
51,633 shares@ 20.09 avg price
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
New Position
0.04%
$451,575
22,500 shares@ 20.07 avg price
Nathan Hatton Walsh@Occidental Asset Management, Llc
Recent Activity
Decreased -6.42%
0.06%
$365,638
18,200 shares@ 20.09 avg price