Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / ULTRA SHT DUR MU
-
Total 13F shares
-
3,087,918
-
Share change
-
+653,252
-
Total reported value
-
$62,342,316
-
Price per share
-
$20.19
-
Number of holders
-
40
-
Value change
-
+$13,190,193
-
Number of buys
-
29
-
Number of sells
-
12
Institutional Holders of FIRST TR EXCH TRADED FD III - ULTRA SHT DUR MU (FUMB) as of Q1 2021
As of 31 Mar 2021,
FIRST TR EXCH TRADED FD III - ULTRA SHT DUR MU (FUMB) was held by
40 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,087,918 shares.
The largest 10 holders included
ROYAL BANK OF CANADA, LPL Financial LLC, Atlas Private Wealth Management, MORGAN STANLEY, RAYMOND JAMES & ASSOCIATES, ENVESTNET ASSET MANAGEMENT INC, Raymond James Financial Services Advisors, Inc., ADVISOR GROUP HOLDINGS, INC., HighTower Advisors, LLC, and COMMONWEALTH EQUITY SERVICES, LLC.
This page lists
40
institutional shareholders reporting positions in this security
for the Q1 2021 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.