First Trust Exchange-Traded Fund III - First Trust Short Duration Managed Municipal ETF (FSMB)

CUSIP: 33739P830

Q2 2024 13F Holders as of 30 Jun 2024

Type / Class
Equity / First Trust Short Duration Managed Municipal ETF
Shares outstanding
25,456,738
Total 13F shares
17,231,123
Share change
+502,432
Total reported value
$340,685,040
Price per share
$19.77
Number of holders
117
Value change
+$9,926,359
Number of buys
49
Number of sells
54

Quarterly Holders Quick Answers

What is CUSIP 33739P830?
CUSIP 33739P830 identifies FSMB - First Trust Exchange-Traded Fund III - First Trust Short Duration Managed Municipal ETF in SEC institutional holdings data.

Need full ownership history?
Open the full security ownership history page.

Top shareholders of FSMB - First Trust Exchange-Traded Fund III - First Trust Short Duration Managed Municipal ETF (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.

Institutional Holders of First Trust Exchange-Traded Fund III - First Trust Short Duration Managed Municipal ETF (FSMB) as of Q2 2024

As of 30 Jun 2024, First Trust Exchange-Traded Fund III - First Trust Short Duration Managed Municipal ETF (FSMB) was held by 117 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 17,231,123 shares. The largest 10 holders included MORGAN STANLEY, LPL Financial LLC, Raymond James Financial Services Advisors, Inc., HighTower Advisors, LLC, RMR Wealth Builders, PFS Partners, LLC, UBS Group AG, TruWealth Advisors, LLC, Royal Bank of Canada, and ENVESTNET ASSET MANAGEMENT INC. This page lists 117 institutional shareholders reporting positions in this security for the Q2 2024 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q2 2024 vs Q1 2024 Across Filers

Q1 2024 holders
116
Q2 2024 holders
117
Holder diff
1
Investor Q1 2024 Shares Q2 2024 Shares Share Diff Share Chg % Q1 2024 Value $ Q2 2024 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
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