Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / SHRT DUR MNG MUN
-
Number of holders
-
106
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Total 13F shares, excl. options
-
15,061,327
-
Shares change
-
+2,168,081
-
Total reported value, excl. options
-
$297,348,072
-
Value change
-
+$42,902,005
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Number of buys
-
52
-
Number of sells
-
-45
-
Price
-
$19.74
Significant Holders of FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN (FSMB) as of Q4 2022
119 filings reported holding FSMB - FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN as of Q4 2022.
FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN (FSMB) has 106 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 15,061,327 shares
.
Largest 10 shareholders include MORGAN STANLEY (3,088,334 shares), LPL Financial LLC (1,152,155 shares), LWS Wealth Advisors, Inc. (1,118,508 shares), Raymond James Financial Services Advisors, Inc. (1,079,203 shares), HighTower Advisors, LLC (914,951 shares), Royal Bank of Canada (603,169 shares), TruWealth Advisors, LLC (405,207 shares), OGOREK ANTHONY JOSEPH /NY/ /ADV (383,207 shares), UBS Group AG (370,865 shares), and ADVISOR GROUP HOLDINGS, INC. (312,893 shares).
This table shows the top 106 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.