Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / SHRT DUR MNG MUN
-
Number of holders
-
125
-
Total 13F shares, excl. options
-
18,819,208
-
Shares change
-
+923,631
-
Total reported value, excl. options
-
$374,597,181
-
Value change
-
+$18,400,366
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Number of buys
-
57
-
Number of sells
-
-50
-
Price
-
$19.9
Significant Holders of FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN (FSMB) as of Q2 2025
138 filings reported holding FSMB - FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN as of Q2 2025.
FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN (FSMB) has 125 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 18,819,208 shares
.
Largest 10 shareholders include MORGAN STANLEY (4,153,801 shares), RAYMOND JAMES FINANCIAL INC (1,751,968 shares), LPL Financial LLC (1,341,616 shares), RMR Wealth Builders (862,168 shares), HighTower Advisors, LLC (834,208 shares), UBS Group AG (760,580 shares), PFS Partners, LLC (718,763 shares), TruWealth Advisors, LLC (622,789 shares), Royal Bank of Canada (478,116 shares), and NewEdge Advisors, LLC (417,780 shares).
This table shows the top 125 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.