Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / SHRT DUR MNG MUN
-
Number of holders
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55
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Total 13F shares, excl. options
-
3.98M
-
Shares change
-
+487K
-
Total reported value, excl. options
-
$83M
-
Value change
-
+$10.2M
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Number of buys
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40
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Number of sells
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-14
-
Price
-
$20.87
Significant Holders of FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN (FSMB) as of Q3 2021
59 filings reported holding FSMB - FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN as of Q3 2021.
FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN (FSMB) has 55 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.98M shares
.
Largest 10 shareholders include LPL Financial LLC (489K shares), HighTower Advisors, LLC (450K shares), Principle Wealth Partners LLC (267K shares), MORGAN STANLEY (258K shares), CONDOR CAPITAL MANAGEMENT (194K shares), Kestra Advisory Services, LLC (174K shares), ROYAL BANK OF CANADA (169K shares), Hedeker Wealth, LLC (119K shares), ADVISOR GROUP HOLDINGS, INC. (116K shares), and Cetera Advisor Networks LLC (114K shares).
This table shows the top 55 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.