Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / SHRT DUR MNG MUN
-
Number of holders
-
128
-
Total 13F shares, excl. options
-
17M
-
Shares change
-
+1.02M
-
Total reported value, excl. options
-
$338M
-
Value change
-
+$20.2M
-
Number of buys
-
62
-
Number of sells
-
-47
-
Price
-
$19.84
Significant Holders of FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN (FSMB) as of Q4 2024
137 filings reported holding FSMB - FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN as of Q4 2024.
FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN (FSMB) has 128 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 (3.54M shares), RAYMOND JAMES FINANCIAL INC (1.56M shares), LPL Financial LLC (1.32M shares), PFS Partners, LLC (753K shares), HighTower Advisors, LLC (732K shares), RMR Wealth Builders (712K shares), UBS Group AG (581K shares), TruWealth Advisors, LLC (548K shares), Royal Bank of Canada (410K shares), and ENVESTNET ASSET MANAGEMENT INC (388K shares).
This table shows the top 128 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.