Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / SHRT DUR MNG MUN
-
Total 13F shares
-
16,635,159
-
Share change
-
+130,212
-
Total reported value
-
$329,950,273
-
Price per share
-
$19.84
-
Number of holders
-
116
-
Value change
-
+$2,512,692
-
Number of buys
-
58
-
Number of sells
-
51
Institutional Holders of FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN (FSMB) as of Q1 2024
As of 31 Mar 2024,
FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN (FSMB) was held by
116 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
16,635,159 shares.
The largest 10 holders included
MORGAN STANLEY, LPL Financial LLC, Raymond James Financial Services Advisors, Inc., HighTower Advisors, LLC, PFS Partners, LLC, RMR Wealth Builders, UBS Group AG, TruWealth Advisors, LLC, Royal Bank of Canada, and ENVESTNET ASSET MANAGEMENT INC.
This page lists
116
institutional shareholders reporting positions in this security
for the Q1 2024 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.