Q3 2020 13F Holders as of 30 Sep 2020
-
Type / Class
-
Equity / SHRT DUR MNG MUN
-
Number of holders
-
36
-
Total 13F shares, excl. options
-
1,575,827
-
Shares change
-
+206,441
-
Total reported value, excl. options
-
$32,542,001
-
Value change
-
+$4,279,853
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Number of buys
-
16
-
Number of sells
-
-14
-
Price
-
$20.66
Significant Holders of FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN (FSMB) as of Q3 2020
39 filings reported holding FSMB - FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN as of Q3 2020.
FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN (FSMB) has 36 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,575,827 shares
.
Largest 10 shareholders include LPL Financial LLC (190,812 shares), G&S Capital LLC (145,740 shares), Janney Montgomery Scott LLC (108,036 shares), COMMONWEALTH EQUITY SERVICES, LLC (98,417 shares), Stratos Wealth Partners, LTD. (91,975 shares), ROYAL BANK OF CANADA (81,147 shares), ADVISOR GROUP HOLDINGS, INC. (77,069 shares), LexAurum Advisors, LLC (71,790 shares), CITADEL ADVISORS LLC (70,738 shares), and Principle Wealth Partners LLC (65,158 shares).
This table shows the top 36 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.