Q3 2024 13F Holders as of 30 Sep 2024
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Type / Class
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Equity / SHRT DUR MNG MUN
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Number of holders
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118
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Total 13F shares, excl. options
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15,927,338
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Shares change
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-1,316,064
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Total reported value, excl. options
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$318,683,029
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Value change
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-$26,264,430
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Number of buys
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54
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Number of sells
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46
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Price
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$20.01
Institutional Holders of FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN (FSMB) as of Q3 2024
As of 30 Sep 2024 FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN (FSMB) had 118 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 15,927,338 shares of stock of the company.
Largest 10 holders included MORGAN STANLEY, Raymond James Financial Services Advisors, Inc., LPL Financial LLC, 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 table shows 118 institutional shareholders of the security as of 30 Sep 2024.
| 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.