Q3 2023 13F Holders as of 9/30/2023
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Type / Class
-
Equity / MUNI HI INCM ETF
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Number of holders
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119
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Total 13F shares, excl. options
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5.83M
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Shares change
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+721K
-
Total reported value, excl. options
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$263M
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Value change
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+$32.1M
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Number of buys
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58
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Number of sells
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-52
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Price
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$45.07
Significant Holders of FIRST TR EXCH TRADED FD III - MUNI HI INCM ETF (FMHI) as of Q3 2023
130 filings reported holding FMHI - FIRST TR EXCH TRADED FD III - MUNI HI INCM ETF as of Q3 2023.
FIRST TR EXCH TRADED FD III - MUNI HI INCM ETF (FMHI) has 119 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.83M shares
.
Largest 10 shareholders include LPL Financial LLC (528K shares), BANK OF AMERICA CORP /DE/ (416K shares), MORGAN STANLEY (389K shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (377K shares), CITIGROUP INC (318K shares), Raymond James Financial Services Advisors, Inc. (285K shares), RFG Advisory, LLC (212K shares), UBS Group AG (176K shares), Atlas Private Wealth Advisors (168K shares), and WELLS FARGO & COMPANY/MN (166K shares).
This table shows the top 119 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.