Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / ULTRA SHT DUR MU
-
Number of holders
-
37
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Total 13F shares, excl. options
-
4,219,234
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Shares change
-
+1,131,316
-
Total reported value, excl. options
-
$85,139,449
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Value change
-
+$22,827,484
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Number of buys
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24
-
Number of sells
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-12
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Price
-
$20.18
Significant Holders of FIRST TR EXCH TRADED FD III - ULTRA SHT DUR MU (FUMB) as of Q2 2021
43 filings reported holding FUMB - FIRST TR EXCH TRADED FD III - ULTRA SHT DUR MU as of Q2 2021.
FIRST TR EXCH TRADED FD III - ULTRA SHT DUR MU (FUMB) has 37 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4,219,234 shares
.
Largest 10 shareholders include HighTower Advisors, LLC (688,040 shares), ROYAL BANK OF CANADA (522,970 shares), LPL Financial LLC (451,167 shares), MORGAN STANLEY (437,826 shares), RAYMOND JAMES & ASSOCIATES (355,975 shares), Atlas Private Wealth Management (316,141 shares), STRATEGY ASSET MANAGERS LLC (187,000 shares), Raymond James Financial Services Advisors, Inc. (150,607 shares), ENVESTNET ASSET MANAGEMENT INC (111,654 shares), and OSAIC HOLDINGS, INC. (111,111 shares).
This table shows the top 37 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.