Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / ULTRA SHT DUR MU
-
Number of holders
-
40
-
Total 13F shares, excl. options
-
3,087,918
-
Shares change
-
+653,252
-
Total reported value, excl. options
-
$62,342,316
-
Value change
-
+$13,190,193
-
Number of buys
-
29
-
Number of sells
-
-12
-
Price
-
$20.19
Significant Holders of FIRST TR EXCH TRADED FD III - ULTRA SHT DUR MU (FUMB) as of Q1 2021
47 filings reported holding FUMB - FIRST TR EXCH TRADED FD III - ULTRA SHT DUR MU as of Q1 2021.
FIRST TR EXCH TRADED FD III - ULTRA SHT DUR MU (FUMB) has 40 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,087,918 shares
.
Largest 10 shareholders include ROYAL BANK OF CANADA (482,018 shares), LPL Financial LLC (446,217 shares), Atlas Private Wealth Management (276,185 shares), MORGAN STANLEY (254,404 shares), RAYMOND JAMES & ASSOCIATES (242,854 shares), ENVESTNET ASSET MANAGEMENT INC (136,087 shares), Raymond James Financial Services Advisors, Inc. (113,862 shares), ADVISOR GROUP HOLDINGS, INC. (110,267 shares), HighTower Advisors, LLC (108,025 shares), and COMMONWEALTH EQUITY SERVICES, LLC (96,739 shares).
This table shows the top 40 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.