Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / MANAGD MUN ETF
-
Number of holders
-
291
-
Total 13F shares, excl. options
-
29.3M
-
Shares change
-
-59.8K
-
Total reported value, excl. options
-
$1.49B
-
Value change
-
-$3.26M
-
Number of buys
-
134
-
Number of sells
-
-142
-
Price
-
$51.06
Significant Holders of FIRST TR EXCH TRADED FD III - MANAGD MUN ETF (FMB) as of Q2 2024
315 filings reported holding FMB - FIRST TR EXCH TRADED FD III - MANAGD MUN ETF as of Q2 2024.
FIRST TR EXCH TRADED FD III - MANAGD MUN ETF (FMB) has 291 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 29.3M shares
.
Largest 10 shareholders include MORGAN STANLEY (2.86M shares), LPL Financial LLC (2.35M shares), WELLS FARGO & COMPANY/MN (2.25M shares), BANK OF AMERICA CORP /DE/ (1.74M shares), UBS Group AG (1.66M shares), Sequoia Financial Advisors, LLC (1.02M shares), Avantax Planning Partners, Inc. (914K shares), Raymond James Financial Services Advisors, Inc. (741K shares), Congress Wealth Management LLC / DE / (689K shares), and Royal Bank of Canada (624K shares).
This table shows the top 291 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.