Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / SHRT DUR MNG MUN
-
Number of holders
-
103
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Total 13F shares, excl. options
-
14.9M
-
Shares change
-
+2.16M
-
Total reported value, excl. options
-
$293M
-
Value change
-
+$42.7M
-
Number of buys
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50
-
Number of sells
-
-45
-
Price
-
$19.74
Significant Holders of FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN (FSMB) as of Q4 2022
117 filings reported holding FSMB - FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN as of Q4 2022.
FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN (FSMB) has 103 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 14.9M shares
.
Largest 10 shareholders include MORGAN STANLEY (3.09M shares), LPL Financial LLC (1.15M shares), LWS Wealth Advisors, Inc. (1.12M shares), Raymond James Financial Services Advisors, Inc. (1.08M shares), HighTower Advisors, LLC (915K shares), Royal Bank of Canada (603K shares), TruWealth Advisors, LLC (405K shares), OGOREK ANTHONY JOSEPH /NY/ /ADV (383K shares), UBS Group AG (371K shares), and ADVISOR GROUP HOLDINGS, INC. (313K shares).
This table shows the top 103 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.