Q3 2025 13F Holders as of 30 Sep 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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92
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Total 13F shares, excl. options
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8.37M
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Shares change
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+1.04M
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Total reported value, excl. options
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$168M
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Value change
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+$20.8M
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Number of buys
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51
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Number of sells
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-27
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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 Q3 2025
99 filings reported holding FUMB - FIRST TR EXCH TRADED FD III - ULTRA SHT DUR MU as of Q3 2025.
FIRST TR EXCH TRADED FD III - ULTRA SHT DUR MU (FUMB) has 92 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8.37M shares
.
Largest 10 shareholders include MORGAN STANLEY (897K shares), LPL Financial LLC (773K shares), NewEdge Advisors, LLC (672K shares), WELLS FARGO & COMPANY/MN (614K shares), XML Financial, LLC (507K shares), ROYAL BANK OF CANADA (386K shares), Mainsail Financial Group, LLC (287K shares), RAYMOND JAMES FINANCIAL INC (283K shares), OSAIC HOLDINGS, INC. (268K shares), and COMMONWEALTH EQUITY SERVICES, LLC (216K shares).
This table shows the top 92 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.