Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / SHRT DUR MNG MUN
-
Number of holders
-
124
-
Total 13F shares, excl. options
-
18.2M
-
Shares change
-
-605K
-
Total reported value, excl. options
-
$365M
-
Value change
-
-$12.1M
-
Number of buys
-
65
-
Number of sells
-
-44
-
Price
-
$20.08
Significant Holders of FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN (FSMB) as of Q3 2025
135 filings reported holding FSMB - FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN as of Q3 2025.
FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN (FSMB) has 124 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 18.2M shares
.
Largest 10 shareholders include MORGAN STANLEY (4.4M shares), LPL Financial LLC (1.44M shares), RMR Wealth Builders (944K shares), HighTower Advisors, LLC (834K shares), PFS Partners, LLC (702K shares), UBS Group AG (680K shares), TruWealth Advisors, LLC (642K shares), ROYAL BANK OF CANADA (452K shares), NewEdge Advisors, LLC (442K shares), and RAYMOND JAMES FINANCIAL INC (428K shares).
This table shows the top 124 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.