Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / SHRT DUR MNG MUN
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Total 13F shares
-
2,161,455
-
Share change
-
+330,962
-
Total reported value
-
$44,987,820
-
Price per share
-
$20.81
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Number of holders
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41
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Value change
-
+$6,890,630
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Number of buys
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25
-
Number of sells
-
8
Institutional Holders of FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN (FSMB) as of Q1 2021
As of 31 Mar 2021 FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN (FSMB) had 41 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 2,161,455 shares of stock of the company.
Largest 10 holders included LPL Financial LLC, Principle Wealth Partners LLC, Janney Montgomery Scott LLC, ROYAL BANK OF CANADA, COMMONWEALTH EQUITY SERVICES, LLC, ADVISOR GROUP HOLDINGS, INC., NORTHWEST WEALTH MANAGEMENT, LLC, Barber Financial Group, Inc., ATRIA INVESTMENTS LLC, and G&S Capital LLC.
This table shows 41 institutional shareholders of the security as of 31 Mar 2021.
| 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.