Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / ULTRA SHT DUR MU
-
Number of holders
-
87
-
Total 13F shares, excl. options
-
9,621,197
-
Shares change
-
-956,033
-
Total reported value, excl. options
-
$192,228,016
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Value change
-
-$19,059,919
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Number of buys
-
39
-
Number of sells
-
45
-
Price
-
$19.98
Institutional Holders of FIRST TR EXCH TRADED FD III - ULTRA SHT DUR MU (FUMB) as of Q2 2023
As of 30 Jun 2023 FIRST TR EXCH TRADED FD III - ULTRA SHT DUR MU (FUMB) had 87 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 9,621,197 shares of stock of the company.
Largest 10 holders included MORGAN STANLEY, Rockefeller Capital Management L.P., LPL Financial LLC, JANE STREET GROUP, LLC, Raymond James Financial Services Advisors, Inc., NewEdge Advisors, LLC, Atlas Private Wealth Management, Royal Bank of Canada, OSAIC HOLDINGS, INC., and COMMONWEALTH EQUITY SERVICES, LLC.
This table shows 87 institutional shareholders of the security as of 30 Jun 2023.
| 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.