Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / MANAGD MUN ETF
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Number of holders
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269
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Total 13F shares, excl. options
-
26.9M
-
Shares change
-
-392K
-
Total reported value, excl. options
-
$1.36B
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Value change
-
-$19.9M
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Number of buys
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124
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Number of sells
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-132
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Price
-
$50.68
Significant Holders of FIRST TR EXCH TRADED FD III - MANAGD MUN ETF (FMB) as of Q2 2023
297 filings reported holding FMB - FIRST TR EXCH TRADED FD III - MANAGD MUN ETF as of Q2 2023.
FIRST TR EXCH TRADED FD III - MANAGD MUN ETF (FMB) has 269 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 26.9M shares
.
Largest 10 shareholders include UBS Group AG (2.17M shares), MORGAN STANLEY (2.06M shares), LPL Financial LLC (2.03M shares), WELLS FARGO & COMPANY/MN (1.8M shares), BANK OF AMERICA CORP /DE/ (1.74M shares), Avantax Planning Partners, Inc. (932K shares), Sequoia Financial Advisors, LLC (744K shares), Congress Wealth Management LLC / DE / (689K shares), Raymond James Financial Services Advisors, Inc. (650K shares), and OSAIC HOLDINGS, INC. (643K shares).
This table shows the top 269 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.