Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / SHRT DUR MNG MUN
-
Number of holders
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104
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Total 13F shares, excl. options
-
15.7M
-
Shares change
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+389K
-
Total reported value, excl. options
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$310M
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Value change
-
+$7.65M
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Number of buys
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55
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Number of sells
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-42
-
Price
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$19.74
Significant Holders of FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN (FSMB) as of Q2 2023
119 filings reported holding FSMB - FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN as of Q2 2023.
FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN (FSMB) has 104 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 15.7M shares
.
Largest 10 shareholders include MORGAN STANLEY (4.35M shares), LPL Financial LLC (1.34M shares), Raymond James Financial Services Advisors, Inc. (1.28M shares), Orion Portfolio Solutions, LLC (515K shares), Orion Porfolio Solutions, LLC (515K shares), TruWealth Advisors, LLC (484K shares), HighTower Advisors, LLC (468K shares), Royal Bank of Canada (428K shares), RMR Wealth Builders (384K shares), and OGOREK ANTHONY JOSEPH /NY/ /ADV (382K shares).
This table shows the top 104 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.