Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / SHRT DUR MNG MUN
-
Number of holders
-
70
-
Total 13F shares, excl. options
-
5,496,433
-
Shares change
-
+1,264,508
-
Total reported value, excl. options
-
$114,381,449
-
Value change
-
+$26,303,054
-
Number of buys
-
38
-
Number of sells
-
-24
-
Price
-
$20.81
Significant Holders of FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN (FSMB) as of Q4 2021
77 filings reported holding FSMB - FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN as of Q4 2021.
FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN (FSMB) has 70 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5,496,433 shares
.
Largest 10 shareholders include MORGAN STANLEY (861,104 shares), HighTower Advisors, LLC (702,985 shares), LPL Financial LLC (573,591 shares), Principle Wealth Partners LLC (286,790 shares), CONDOR CAPITAL MANAGEMENT (231,431 shares), Kestra Advisory Services, LLC (187,114 shares), ENVESTNET ASSET MANAGEMENT INC (139,267 shares), ROYAL BANK OF CANADA (134,879 shares), Hedeker Wealth, LLC (127,275 shares), and Cetera Investment Advisers (125,879 shares).
This table shows the top 70 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.