Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / SHRT DUR MNG MUN
-
Number of holders
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2
-
Total 13F shares, excl. options
-
124K
-
Shares change
-
-7.11K
-
Total reported value, excl. options
-
$2.48M
-
Value change
-
-$142K
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Number of buys
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1
-
Number of sells
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-1
-
Price
-
$19.95
Significant Holders of FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN (FSMB) as of Q4 2023
2 filings reported holding FSMB - FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN as of Q4 2023.
FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN (FSMB) has 2 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 124K shares
.
Largest 10 shareholders include MORGAN STANLEY (4.39M shares), LPL Financial LLC (1.18M shares), Raymond James Financial Services Advisors, Inc. (1.15M shares), PFS Partners, LLC (568K shares), HighTower Advisors, LLC (561K shares), TruWealth Advisors, LLC (522K shares), RMR Wealth Builders (479K shares), ROYAL BANK OF CANADA (371K shares), EnRich Financial Partners LLC (346K shares), and UBS Group AG (334K shares).
This table shows the top 2 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.