Q3 2022 13F Holders as of 30 Sep 2022
-
Type / Class
-
Equity / SHRT DUR MNG MUN
-
Number of holders
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95
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Total 13F shares, excl. options
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12.6M
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Shares change
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+2.96M
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Total reported value, excl. options
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$245M
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Value change
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+$57.6M
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Number of buys
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54
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Number of sells
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-35
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Price
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$19.50
Significant Holders of FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN (FSMB) as of Q3 2022
104 filings reported holding FSMB - FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN as of Q3 2022.
FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN (FSMB) has 95 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 12.6M shares
.
Largest 10 shareholders include MORGAN STANLEY (2.53M shares), LWS Wealth Advisors, Inc. (1.52M shares), LPL Financial LLC (1.24M shares), Raymond James Financial Services Advisors, Inc. (858K shares), HighTower Advisors, LLC (730K shares), Kestra Advisory Services, LLC (429K shares), Brinker Capital Investments, LLC (330K shares), TruWealth Advisors, LLC (311K shares), ADVISOR GROUP HOLDINGS, INC. (303K shares), and ENVESTNET ASSET MANAGEMENT INC (249K shares).
This table shows the top 95 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.