Q4 2020 13F Holders as of 31 Dec 2020
-
Type / Class
-
Equity / SHRT DUR MNG MUN
-
Total 13F shares
-
1,770,942
-
Share change
-
+122,281
-
Total reported value
-
$36,852,146
-
Price per share
-
$20.81
-
Number of holders
-
40
-
Value change
-
+$2,567,526
-
Number of buys
-
20
-
Number of sells
-
18
Institutional Holders of FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN (FSMB) as of Q4 2020
As of 31 Dec 2020,
FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN (FSMB) was held by
40 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,770,942 shares.
The largest 10 holders included
LPL Financial LLC, G&S Capital LLC, Janney Montgomery Scott LLC, Principle Wealth Partners LLC, COMMONWEALTH EQUITY SERVICES, LLC, NORTHWEST WEALTH MANAGEMENT, LLC, ROYAL BANK OF CANADA, ADVISOR GROUP HOLDINGS, INC., ATRIA INVESTMENTS LLC, and Cedar Brook Financial Partners, LLC.
This page lists
40
institutional shareholders reporting positions in this security
for the Q4 2020 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.