Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / SHRT DUR MNG MUN
-
Number of holders
-
103
-
Total 13F shares, excl. options
-
15.4M
-
Shares change
-
+504K
-
Total reported value, excl. options
-
$306M
-
Value change
-
+$10.1M
-
Number of buys
-
52
-
Number of sells
-
-46
-
Price
-
$19.88
Significant Holders of FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN (FSMB) as of Q1 2023
118 filings reported holding FSMB - FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN as of Q1 2023.
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 15.4M shares
.
Largest 10 shareholders include MORGAN STANLEY (3.74M shares), Raymond James Financial Services Advisors, Inc. (1.37M shares), LPL Financial LLC (1.36M shares), HighTower Advisors, LLC (853K shares), LWS Wealth Advisors, Inc. (584K shares), Royal Bank of Canada (544K shares), TruWealth Advisors, LLC (445K shares), OGOREK ANTHONY JOSEPH /NY/ /ADV (383K shares), ADVISOR GROUP HOLDINGS, INC. (328K shares), and UBS Group AG (305K 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.