Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / MANAGD MUN ETF
-
Total 13F shares
-
28,470,008
-
Share change
-
+318,013
-
Total reported value
-
$1,470,680,656
-
Price per share
-
$51.66
-
Number of holders
-
297
-
Value change
-
+$17,838,014
-
Number of buys
-
121
-
Number of sells
-
156
Institutional Holders of FIRST TR EXCH TRADED FD III - MANAGD MUN ETF (FMB) as of Q4 2023
As of 31 Dec 2023,
FIRST TR EXCH TRADED FD III - MANAGD MUN ETF (FMB) was held by
297 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
28,470,008 shares.
The largest 10 holders included
MORGAN STANLEY, LPL Financial LLC, WELLS FARGO & COMPANY/MN, UBS Group AG, BANK OF AMERICA CORP /DE/, Avantax Planning Partners, Inc., Sequoia Financial Advisors, LLC, Congress Wealth Management LLC / DE /, Raymond James Financial Services Advisors, Inc., and ROYAL BANK OF CANADA.
This page lists
297
institutional shareholders reporting positions in this security
for the Q4 2023 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.