Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / ULTRA SHT DUR MU
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Number of holders
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77
-
Total 13F shares, excl. options
-
6,918,469
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Shares change
-
-141,232
-
Total reported value, excl. options
-
$139,166,678
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Value change
-
-$2,835,174
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Number of buys
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33
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Number of sells
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40
-
Price
-
$20.12
Institutional Holders of FIRST TR EXCH TRADED FD III - ULTRA SHT DUR MU (FUMB) as of Q3 2024
As of 30 Sep 2024 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 6,918,469 shares of stock of the company.
Largest 10 holders included MORGAN STANLEY, LPL Financial LLC, NewEdge Advisors, LLC, Rockefeller Capital Management L.P., Mainsail Financial Group, LLC, Royal Bank of Canada, Nilsine Partners, LLC, JPMORGAN CHASE & CO, COMMONWEALTH EQUITY SERVICES, LLC, and Kestra Advisory Services, LLC.
This table shows 87 institutional shareholders of the security as of 30 Sep 2024.
| 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.