Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / MANAGD MUN ETF
-
Number of holders
-
270
-
Total 13F shares, excl. options
-
27.3M
-
Shares change
-
-205K
-
Total reported value, excl. options
-
$1.39B
-
Value change
-
-$9.43M
-
Number of buys
-
146
-
Number of sells
-
-110
-
Price
-
$50.94
Significant Holders of FIRST TR EXCH TRADED FD III - MANAGD MUN ETF (FMB) as of Q1 2023
293 filings reported holding FMB - FIRST TR EXCH TRADED FD III - MANAGD MUN ETF as of Q1 2023.
FIRST TR EXCH TRADED FD III - MANAGD MUN ETF (FMB) has 270 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 27.3M shares
.
Largest 10 shareholders include UBS Group AG (2.13M shares), MORGAN STANLEY (2.07M shares), LPL Financial LLC (1.99M shares), WELLS FARGO & COMPANY/MN (1.81M shares), BANK OF AMERICA CORP /DE/ (1.62M shares), Congress Wealth Management LLC / DE / (1.01M shares), Avantax Planning Partners, Inc. (957K shares), Sequoia Financial Advisors, LLC (754K shares), Raymond James Financial Services Advisors, Inc. (689K shares), and ADVISOR GROUP HOLDINGS, INC. (638K shares).
This table shows the top 270 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.