Q2 2023 13F Holders as of 6/30/2023
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Type / Class
-
Equity / MUNI HI INCM ETF
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Number of holders
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116
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Total 13F shares, excl. options
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5.09M
-
Shares change
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+426K
-
Total reported value, excl. options
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$240M
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Value change
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+$20.1M
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Number of buys
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60
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Number of sells
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-47
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Price
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$47.10
Significant Holders of FIRST TR EXCH TRADED FD III - MUNI HI INCM ETF (FMHI) as of Q2 2023
126 filings reported holding FMHI - FIRST TR EXCH TRADED FD III - MUNI HI INCM ETF as of Q2 2023.
FIRST TR EXCH TRADED FD III - MUNI HI INCM ETF (FMHI) has 116 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.09M shares
.
Largest 10 shareholders include LPL Financial LLC (495K shares), MORGAN STANLEY (414K shares), BANK OF AMERICA CORP /DE/ (407K shares), CITIGROUP INC (322K shares), Raymond James Financial Services Advisors, Inc. (298K shares), RFG Advisory, LLC (273K shares), ROCKLAND TRUST CO (192K shares), Manhattan West Asset Management, LLC (137K shares), Rockefeller Capital Management L.P. (126K shares), and Atlas Private Wealth Advisors (121K shares).
This table shows the top 116 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.