Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / MANAGD MUN ETF
-
Number of holders
-
4
-
Total 13F shares, excl. options
-
77.2K
-
Shares change
-
-5.7K
-
Total reported value, excl. options
-
$3.99M
-
Value change
-
-$294K
-
Number of sells
-
-3
-
Price
-
$51.66
Significant Holders of FIRST TR EXCH TRADED FD III - MANAGD MUN ETF (FMB) as of Q4 2023
4 filings reported holding FMB - FIRST TR EXCH TRADED FD III - MANAGD MUN ETF as of Q4 2023.
FIRST TR EXCH TRADED FD III - MANAGD MUN ETF (FMB) has 4 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 77.2K shares
.
Largest 10 shareholders include MORGAN STANLEY (2.53M shares), LPL Financial LLC (2.19M shares), WELLS FARGO & COMPANY/MN (2.04M shares), UBS Group AG (1.77M shares), BANK OF AMERICA CORP /DE/ (1.62M shares), Avantax Planning Partners, Inc. (1.03M shares), Sequoia Financial Advisors, LLC (903K shares), Congress Wealth Management LLC / DE / (675K shares), Raymond James Financial Services Advisors, Inc. (645K shares), and ROYAL BANK OF CANADA (584K shares).
This table shows the top 4 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.