Q2 2025 13F Holders as of 30 Jun 2025
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Type / Class
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Equity / ULTRA SHT DUR MU
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Number of holders
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85
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Total 13F shares, excl. options
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7.33M
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Shares change
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+786K
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Total reported value, excl. options
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$147M
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Value change
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+$15.8M
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Number of buys
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42
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Number of sells
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-35
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Price
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$20.10
Significant Holders of FIRST TR EXCH TRADED FD III - ULTRA SHT DUR MU (FUMB) as of Q2 2025
94 filings reported holding FUMB - FIRST TR EXCH TRADED FD III - ULTRA SHT DUR MU as of Q2 2025.
FIRST TR EXCH TRADED FD III - ULTRA SHT DUR MU (FUMB) has 85 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7.33M shares
.
Largest 10 shareholders include MORGAN STANLEY (802K shares), LPL Financial LLC (734K shares), NewEdge Advisors, LLC (651K shares), WELLS FARGO & COMPANY/MN (589K shares), XML Financial, LLC (482K shares), Royal Bank of Canada (353K shares), Mainsail Financial Group, LLC (285K shares), RAYMOND JAMES FINANCIAL INC (277K shares), OSAIC HOLDINGS, INC. (270K shares), and COMMONWEALTH EQUITY SERVICES, LLC (222K shares).
This table shows the top 85 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.