Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / SHRT DUR MNG MUN
-
Total 13F shares
-
2,161,455
-
Share change
-
+358,374
-
Total reported value
-
$44,987,820
-
Price per share
-
$20.81
-
Number of holders
-
41
-
Value change
-
+$7,461,095
-
Number of buys
-
26
-
Number of sells
-
8
Institutional Holders of FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN (FSMB) as of Q1 2021
As of 31 Mar 2021,
FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN (FSMB) was held by
41 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,161,455 shares.
The largest 10 holders included
LPL Financial LLC, Principle Wealth Partners LLC, Janney Montgomery Scott LLC, ROYAL BANK OF CANADA, COMMONWEALTH EQUITY SERVICES, LLC, ADVISOR GROUP HOLDINGS, INC., NORTHWEST WEALTH MANAGEMENT, LLC, Barber Financial Group, Inc., ATRIA INVESTMENTS LLC, and G&S Capital LLC.
This page lists
41
institutional shareholders reporting positions in this security
for the Q1 2021 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.