Q4 2020 13F Holders as of 31 Dec 2020
-
Type / Class
-
Equity / SHRT DUR MNG MUN
-
Number of holders
-
40
-
Total 13F shares, excl. options
-
1,770,942
-
Shares change
-
+122,281
-
Total reported value, excl. options
-
$36,852,146
-
Value change
-
+$2,567,526
-
Number of buys
-
20
-
Number of sells
-
-18
-
Price
-
$20.81
Significant Holders of FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN (FSMB) as of Q4 2020
46 filings reported holding FSMB - FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN as of Q4 2020.
FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN (FSMB) has 40 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,770,942 shares
.
Largest 10 shareholders include LPL Financial LLC (265,141 shares), G&S Capital LLC (140,277 shares), Janney Montgomery Scott LLC (118,627 shares), Principle Wealth Partners LLC (110,324 shares), COMMONWEALTH EQUITY SERVICES, LLC (97,431 shares), NORTHWEST WEALTH MANAGEMENT, LLC (90,941 shares), ROYAL BANK OF CANADA (77,277 shares), ADVISOR GROUP HOLDINGS, INC. (70,853 shares), ATRIA INVESTMENTS LLC (64,030 shares), and Cedar Brook Financial Partners, LLC (62,982 shares).
This table shows the top 40 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.