Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / SHRT DUR MNG MUN
-
Total 13F shares
-
2,186,005
-
Share change
-
-15,326
-
Total reported value
-
$43,818,711
-
Price per share
-
$20.04
-
Number of holders
-
22
-
Value change
-
-$307,119
-
Number of buys
-
12
-
Number of sells
-
6
Institutional Holders of FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN (FSMB) as of Q4 2025
As of 31 Dec 2025,
FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN (FSMB) was held by
22 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,186,005 shares.
The largest 10 holders included
PFS Partners, LLC, TruWealth Advisors, LLC, Nilsine Partners, LLC, Dynamic Advisor Solutions LLC, Sowell Financial Services LLC, GENESIS PRIVATE WEALTH, LLC, AVAII WEALTH MANAGEMENT, LLC, Occidental Asset Management, LLC, Stratos Wealth Partners, LTD., and INSPIRION WEALTH ADVISORS, LLC.
This page lists
22
institutional shareholders reporting positions in this security
for the Q4 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.