Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / ULTRA SHT DUR MU
-
Total 13F shares
-
7,297,808
-
Share change
-
+253,191
-
Total reported value
-
$146,616,542
-
Price per share
-
$20.09
-
Number of holders
-
87
-
Value change
-
+$5,084,121
-
Number of buys
-
41
-
Number of sells
-
32
Institutional Holders of FIRST TR EXCH TRADED FD III - ULTRA SHT DUR MU (FUMB) as of Q4 2024
As of 31 Dec 2024,
FIRST TR EXCH TRADED FD III - ULTRA SHT DUR MU (FUMB) was held by
87 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
7,297,808 shares.
The largest 10 holders included
LPL Financial LLC, MORGAN STANLEY, NewEdge Advisors, LLC, Rockefeller Capital Management L.P., Kestra Advisory Services, LLC, Mainsail Financial Group, LLC, RAYMOND JAMES FINANCIAL INC, Nilsine Partners, LLC, COMMONWEALTH EQUITY SERVICES, LLC, and Royal Bank of Canada.
This page lists
87
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| 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.