Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / SHRT DUR MNG MUN
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Number of holders
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127
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Total 13F shares, excl. options
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18M
-
Shares change
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+955K
-
Total reported value, excl. options
-
$358M
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Value change
-
+$19M
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Number of buys
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59
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Number of sells
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-56
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Price
-
$19.87
Significant Holders of FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN (FSMB) as of Q1 2025
137 filings reported holding FSMB - FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN as of Q1 2025.
FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN (FSMB) has 127 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 18M shares
.
Largest 10 shareholders include MORGAN STANLEY (3.59M shares), RAYMOND JAMES FINANCIAL INC (1.7M shares), LPL Financial LLC (1.24M shares), HighTower Advisors, LLC (822K shares), RMR Wealth Builders (813K shares), PFS Partners, LLC (753K shares), UBS Group AG (708K shares), TruWealth Advisors, LLC (591K shares), Rockefeller Capital Management L.P. (429K shares), and ROYAL BANK OF CANADA (425K shares).
This table shows the top 127 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.