Q2 2020 13F Holders as of 30 Jun 2020
-
Type / Class
-
Equity / ULTRA SHT DUR MU
-
Number of holders
-
34
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Total 13F shares, excl. options
-
2,275,352
-
Shares change
-
+630,753
-
Total reported value, excl. options
-
$45,707,915
-
Value change
-
+$12,670,968
-
Number of buys
-
24
-
Number of sells
-
-9
-
Price
-
$20.09
Significant Holders of FIRST TR EXCH TRADED FD III - ULTRA SHT DUR MU (FUMB) as of Q2 2020
36 filings reported holding FUMB - FIRST TR EXCH TRADED FD III - ULTRA SHT DUR MU as of Q2 2020.
FIRST TR EXCH TRADED FD III - ULTRA SHT DUR MU (FUMB) has 34 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,275,352 shares
.
Largest 10 shareholders include MORGAN STANLEY (584,375 shares), LPL Financial LLC (201,682 shares), FLOW TRADERS U.S. LLC (190,798 shares), Avestar Capital, LLC (180,000 shares), LexAurum Advisors, LLC (121,777 shares), Atlas Private Wealth Management (104,941 shares), COMMONWEALTH EQUITY SERVICES, LLC (99,671 shares), ADVISOR GROUP HOLDINGS, INC. (77,930 shares), Stratos Wealth Partners, LTD. (75,374 shares), and First Allied Advisory Services, Inc. (59,064 shares).
This table shows the top 34 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.