Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
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Equity / SHRT DUR MNG MUN
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Number of holders
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108
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Total 13F shares, excl. options
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15.2M
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Shares change
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-613K
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Total reported value, excl. options
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$296M
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Value change
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-$12M
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Number of buys
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43
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Number of sells
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-58
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Price
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$19.39
Significant Holders of FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN (FSMB) as of Q3 2023
122 filings reported holding FSMB - FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN as of Q3 2023.
FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN (FSMB) has 108 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 15.2M shares
.
Largest 10 shareholders include MORGAN STANLEY (4.18M shares), Raymond James Financial Services Advisors, Inc. (1.28M shares), LPL Financial LLC (1.1M shares), HighTower Advisors, LLC (560K shares), TruWealth Advisors, LLC (503K shares), OSAIC HOLDINGS, INC. (475K shares), Royal Bank of Canada (427K shares), RMR Wealth Builders (393K shares), OGOREK ANTHONY JOSEPH /NY/ /ADV (360K shares), and UBS Group AG (349K shares).
This table shows the top 108 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.