Q1 2024 13F Holders as of 3/31/2024
-
Type / Class
-
Equity / MANAGD MUN ETF
-
Number of holders
-
289
-
Total 13F shares, excl. options
-
29.5M
-
Shares change
-
+1.12M
-
Total reported value, excl. options
-
$1.52B
-
Value change
-
+$57.3M
-
Number of buys
-
142
-
Number of sells
-
-131
-
Price
-
$51.36
Significant Holders of FIRST TR EXCH TRADED FD III - MANAGD MUN ETF (FMB) as of Q1 2024
313 filings reported holding FMB - FIRST TR EXCH TRADED FD III - MANAGD MUN ETF as of Q1 2024.
FIRST TR EXCH TRADED FD III - MANAGD MUN ETF (FMB) has 289 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 29.5M shares
.
Largest 10 shareholders include MORGAN STANLEY (2.69M shares), LPL Financial LLC (2.45M shares), WELLS FARGO & COMPANY/MN (2.23M shares), BANK OF AMERICA CORP /DE/ (1.71M shares), UBS Group AG (1.62M shares), Sequoia Financial Advisors, LLC (988K shares), Avantax Planning Partners, Inc. (962K shares), Raymond James Financial Services Advisors, Inc. (752K shares), Congress Wealth Management LLC / DE / (693K shares), and Royal Bank of Canada (576K shares).
This table shows the top 289 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.