Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / SHRT DUR MNG MUN
-
Number of holders
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115
-
Total 13F shares, excl. options
-
16.4M
-
Shares change
-
+538K
-
Total reported value, excl. options
-
$325M
-
Value change
-
+$10.6M
-
Number of buys
-
58
-
Number of sells
-
-48
-
Price
-
$19.84
Significant Holders of FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN (FSMB) as of Q1 2024
129 filings reported holding FSMB - FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN as of Q1 2024.
FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN (FSMB) has 115 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 16.4M shares
.
Largest 10 shareholders include MORGAN STANLEY (4.12M shares), LPL Financial LLC (1.32M shares), Raymond James Financial Services Advisors, Inc. (1.21M shares), HighTower Advisors, LLC (693K shares), PFS Partners, LLC (620K shares), RMR Wealth Builders (608K shares), UBS Group AG (557K shares), TruWealth Advisors, LLC (549K shares), Royal Bank of Canada (437K shares), and ENVESTNET ASSET MANAGEMENT INC (384K shares).
This table shows the top 115 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.