Q3 2024 13F Holders as of 9/30/2024
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Type / Class
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Equity / MUNI HI INCM ETF
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Number of holders
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157
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Total 13F shares, excl. options
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10.7M
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Shares change
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+1.27M
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Total reported value, excl. options
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$527M
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Value change
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+$62.8M
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Number of buys
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95
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Number of sells
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-50
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Price
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$49.40
Significant Holders of FIRST TR EXCH TRADED FD III - MUNI HI INCM ETF (FMHI) as of Q3 2024
166 filings reported holding FMHI - FIRST TR EXCH TRADED FD III - MUNI HI INCM ETF as of Q3 2024.
FIRST TR EXCH TRADED FD III - MUNI HI INCM ETF (FMHI) has 157 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 10.7M shares
.
Largest 10 shareholders include WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (1.52M shares), MORGAN STANLEY (980K shares), LPL Financial LLC (894K shares), WELLS FARGO & COMPANY/MN (660K shares), BANK OF AMERICA CORP /DE/ (613K shares), Principle Wealth Partners LLC (352K shares), CITIGROUP INC (329K shares), UBS Group AG (325K shares), Financial Partners Group, Inc (236K shares), and Raymond James Financial Services Advisors, Inc. (233K shares).
This table shows the top 157 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.