Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / SHRT DUR MNG MUN
-
Number of holders
-
41
-
Total 13F shares, excl. options
-
2,161,455
-
Shares change
-
+358,374
-
Total reported value, excl. options
-
$44,987,820
-
Value change
-
+$7,461,095
-
Number of buys
-
26
-
Number of sells
-
-8
-
Price
-
$20.81
Significant Holders of FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN (FSMB) as of Q1 2021
44 filings reported holding FSMB - FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN as of Q1 2021.
FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN (FSMB) has 41 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,161,455 shares
.
Largest 10 shareholders include LPL Financial LLC (536,137 shares), Principle Wealth Partners LLC (166,481 shares), Janney Montgomery Scott LLC (128,648 shares), ROYAL BANK OF CANADA (111,451 shares), COMMONWEALTH EQUITY SERVICES, LLC (106,686 shares), ADVISOR GROUP HOLDINGS, INC. (98,265 shares), NORTHWEST WEALTH MANAGEMENT, LLC (90,941 shares), Barber Financial Group, Inc. (82,426 shares), ATRIA INVESTMENTS LLC (71,728 shares), and G&S Capital LLC (66,146 shares).
This table shows the top 41 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.