Q1 2020 13F Holders as of 31 Mar 2020
-
Type / Class
-
Equity / SHRT DUR MNG MUN
-
Number of holders
-
22
-
Total 13F shares, excl. options
-
1M
-
Shares change
-
+513K
-
Total reported value, excl. options
-
$20.1M
-
Value change
-
+$10.2M
-
Number of buys
-
16
-
Number of sells
-
-6
-
Price
-
$20.10
Significant Holders of FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN (FSMB) as of Q1 2020
26 filings reported holding FSMB - FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN as of Q1 2020.
FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN (FSMB) has 22 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1M shares
.
Largest 10 shareholders include LPL Financial LLC (163K shares), COMMONWEALTH EQUITY SERVICES, LLC (161K shares), Janney Montgomery Scott LLC (114K shares), Advisor Group Holdings, Inc. (92.3K shares), Avestar Capital, LLC (86.2K shares), ROYAL BANK OF CANADA (83.1K shares), Stratos Wealth Partners, LTD. (64.1K shares), ATRIA INVESTMENTS LLC (40.2K shares), Resources Investment Advisors, LLC. (39.9K shares), and MML INVESTORS SERVICES, LLC (27.5K shares).
This table shows the top 22 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.