Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / SHRT DUR MNG MUN
-
Total 13F shares
-
18,006,433
-
Share change
-
+955,007
-
Total reported value
-
$357,735,806
-
Price per share
-
$19.87
-
Number of holders
-
127
-
Value change
-
+$18,985,714
-
Number of buys
-
59
-
Number of sells
-
56
Institutional Holders of FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN (FSMB) as of Q1 2025
As of 31 Mar 2025,
FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN (FSMB) was held by
127 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
18,006,433 shares.
The largest 10 holders included
MORGAN STANLEY, RAYMOND JAMES FINANCIAL INC, LPL Financial LLC, HighTower Advisors, LLC, RMR Wealth Builders, PFS Partners, LLC, UBS Group AG, TruWealth Advisors, LLC, Rockefeller Capital Management L.P., and ROYAL BANK OF CANADA.
This page lists
128
institutional shareholders reporting positions in this security
for the Q1 2025 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.