Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / ULTRA SHT DUR MU
-
Number of holders
-
44
-
Total 13F shares, excl. options
-
4,688,630
-
Shares change
-
+469,396
-
Total reported value, excl. options
-
$94,564,510
-
Value change
-
+$9,468,515
-
Number of buys
-
30
-
Number of sells
-
-14
-
Price
-
$20.17
Significant Holders of FIRST TR EXCH TRADED FD III - ULTRA SHT DUR MU (FUMB) as of Q3 2021
48 filings reported holding FUMB - FIRST TR EXCH TRADED FD III - ULTRA SHT DUR MU as of Q3 2021.
FIRST TR EXCH TRADED FD III - ULTRA SHT DUR MU (FUMB) has 44 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4,688,630 shares
.
Largest 10 shareholders include ROYAL BANK OF CANADA (579,030 shares), HighTower Advisors, LLC (577,277 shares), LPL Financial LLC (527,983 shares), MORGAN STANLEY (499,840 shares), RAYMOND JAMES & ASSOCIATES (388,010 shares), Atlas Private Wealth Management (318,384 shares), STRATEGY ASSET MANAGERS LLC (187,000 shares), Raymond James Financial Services Advisors, Inc. (177,331 shares), COMMONWEALTH EQUITY SERVICES, LLC (122,361 shares), and ADVISOR GROUP HOLDINGS, INC. (111,516 shares).
This table shows the top 44 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.