Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / ULTRA SHT DUR MU
-
Total 13F shares
-
7,665,650
-
Share change
-
-1,136,210
-
Total reported value
-
$153,757,672
-
Price per share
-
$20.06
-
Number of holders
-
94
-
Value change
-
-$22,707,184
-
Number of buys
-
37
-
Number of sells
-
47
Institutional Holders of FIRST TR EXCH TRADED FD III - ULTRA SHT DUR MU (FUMB) as of Q4 2023
As of 31 Dec 2023,
FIRST TR EXCH TRADED FD III - ULTRA SHT DUR MU (FUMB) was held by
94 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
7,665,650 shares.
The largest 10 holders included
MORGAN STANLEY, LPL Financial LLC, Raymond James Financial Services Advisors, Inc., Rockefeller Capital Management L.P., NewEdge Advisors, LLC, OSAIC HOLDINGS, INC., UBS Group AG, ROYAL BANK OF CANADA, COMMONWEALTH EQUITY SERVICES, LLC, and Mainsail Financial Group, LLC.
This page lists
94
institutional shareholders reporting positions in this security
for the Q4 2023 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.