Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / SHRT DUR MNG MUN
-
Total 13F shares
-
17,191,319
-
Share change
-
+1,002,768
-
Total reported value
-
$341,089,346
-
Price per share
-
$19.84
-
Number of holders
-
129
-
Value change
-
+$19,870,944
-
Number of buys
-
63
-
Number of sells
-
47
Institutional Holders of FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN (FSMB) as of Q4 2024
As of 31 Dec 2024 FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN (FSMB) had 129 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 17,191,319 shares of stock of the company.
Largest 10 holders included MORGAN STANLEY, RAYMOND JAMES FINANCIAL INC, LPL Financial LLC, PFS Partners, LLC, HighTower Advisors, LLC, RMR Wealth Builders, UBS Group AG, TruWealth Advisors, LLC, Royal Bank of Canada, and ENVESTNET ASSET MANAGEMENT INC.
This table shows 129 institutional shareholders of the security as of 31 Dec 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.