Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / MANAGD MUN ETF
-
Number of holders
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304
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Total 13F shares, excl. options
-
29.7M
-
Shares change
-
+66.3K
-
Total reported value, excl. options
-
$1.51B
-
Value change
-
+$3.13M
-
Number of buys
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148
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Number of sells
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-132
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Price
-
$51.01
Significant Holders of FIRST TR EXCH TRADED FD III - MANAGD MUN ETF (FMB) as of Q4 2024
325 filings reported holding FMB - FIRST TR EXCH TRADED FD III - MANAGD MUN ETF as of Q4 2024.
FIRST TR EXCH TRADED FD III - MANAGD MUN ETF (FMB) has 304 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 29.7M shares
.
Largest 10 shareholders include MORGAN STANLEY (3.14M shares), WELLS FARGO & COMPANY/MN (2.41M shares), LPL Financial LLC (2.1M shares), BANK OF AMERICA CORP /DE/ (1.73M shares), UBS Group AG (1.72M shares), RAYMOND JAMES FINANCIAL INC (1.15M shares), Avantax Planning Partners, Inc. (650K shares), Miracle Mile Advisors, LLC (630K shares), Royal Bank of Canada (611K shares), and AVANTAX ADVISORY SERVICES, INC. (605K shares).
This table shows the top 304 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.