Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / SHRT DUR MNG MUN
-
Number of holders
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117
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Total 13F shares, excl. options
-
17M
-
Shares change
-
+532K
-
Total reported value, excl. options
-
$337M
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Value change
-
+$10.5M
-
Number of buys
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49
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Number of sells
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-53
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Price
-
$19.77
Significant Holders of FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN (FSMB) as of Q2 2024
125 filings reported holding FSMB - FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN as of Q2 2024.
FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN (FSMB) has 117 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 17M shares
.
Largest 10 shareholders include MORGAN STANLEY (4.7M shares), LPL Financial LLC (1.24M shares), Raymond James Financial Services Advisors, Inc. (1.17M shares), HighTower Advisors, LLC (709K shares), RMR Wealth Builders (642K shares), PFS Partners, LLC (628K shares), UBS Group AG (556K shares), TruWealth Advisors, LLC (534K shares), Royal Bank of Canada (424K shares), and ENVESTNET ASSET MANAGEMENT INC (399K shares).
This table shows the top 117 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.