Q1 2020 13F Holders as of 31 Mar 2020
-
Type / Class
-
Equity / ULTRA SHT DUR MU
-
Number of holders
-
21
-
Total 13F shares, excl. options
-
1,632,135
-
Shares change
-
+1,174,486
-
Total reported value, excl. options
-
$32,819,110
-
Value change
-
+$23,617,249
-
Number of buys
-
16
-
Number of sells
-
-5
-
Price
-
$20.11
Significant Holders of FIRST TR EXCH TRADED FD III - ULTRA SHT DUR MU (FUMB) as of Q1 2020
24 filings reported holding FUMB - FIRST TR EXCH TRADED FD III - ULTRA SHT DUR MU as of Q1 2020.
FIRST TR EXCH TRADED FD III - ULTRA SHT DUR MU (FUMB) has 21 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,632,135 shares
.
Largest 10 shareholders include MORGAN STANLEY (454,172 shares), LPL Financial LLC (244,727 shares), Avestar Capital, LLC (184,000 shares), Stratos Wealth Partners, LTD. (157,350 shares), COMMONWEALTH EQUITY SERVICES, LLC (75,612 shares), Advisor Group Holdings, Inc. (65,466 shares), First Allied Advisory Services, Inc. (59,996 shares), Resources Investment Advisors, LLC. (52,060 shares), RAYMOND JAMES & ASSOCIATES (50,470 shares), and Kovack Advisors, Inc. (45,000 shares).
This table shows the top 21 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.