Q2 2025 13F Holders as of 30 Jun 2025
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Type / Class
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Equity / MANAGD MUN ETF
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Number of holders
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293
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Total 13F shares, excl. options
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28.8M
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Shares change
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-1.8M
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Total reported value, excl. options
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$1.43B
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Value change
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-$89.7M
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Number of buys
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127
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Number of sells
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-159
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Price
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$49.82
Significant Holders of FIRST TR EXCH TRADED FD III - MANAGD MUN ETF (FMB) as of Q2 2025
323 filings reported holding FMB - FIRST TR EXCH TRADED FD III - MANAGD MUN ETF as of Q2 2025.
FIRST TR EXCH TRADED FD III - MANAGD MUN ETF (FMB) has 293 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 28.8M shares
.
Largest 10 shareholders include MORGAN STANLEY (3.06M shares), WELLS FARGO & COMPANY/MN (2.59M shares), LPL Financial LLC (2.05M shares), UBS Group AG (1.78M shares), BANK OF AMERICA CORP /DE/ (1.74M shares), RAYMOND JAMES FINANCIAL INC (1.19M shares), Avantax Planning Partners, Inc. (836K shares), Miracle Mile Advisors, LLC (712K shares), Royal Bank of Canada (610K shares), and OneDigital Investment Advisors LLC (554K shares).
This table shows the top 293 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.