Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / MANAGD MUN ETF
-
Total 13F shares
-
29,344,084
-
Share change
-
-53,888
-
Total reported value
-
$1,498,363,080
-
Price per share
-
$51.06
-
Number of holders
-
295
-
Value change
-
-$2,957,011
-
Number of buys
-
135
-
Number of sells
-
144
Institutional Holders of FIRST TR EXCH TRADED FD III - MANAGD MUN ETF (FMB) as of Q2 2024
As of 30 Jun 2024,
FIRST TR EXCH TRADED FD III - MANAGD MUN ETF (FMB) was held by
295 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
29,344,084 shares.
The largest 10 holders included
MORGAN STANLEY, LPL Financial LLC, WELLS FARGO & COMPANY/MN, BANK OF AMERICA CORP /DE/, UBS Group AG, Sequoia Financial Advisors, LLC, Avantax Planning Partners, Inc., Raymond James Financial Services Advisors, Inc., Congress Wealth Management LLC / DE /, and Royal Bank of Canada.
This page lists
295
institutional shareholders reporting positions in this security
for the Q2 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.