Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / ULTRA SHT DUR MU
-
Total 13F shares
-
216,493
-
Share change
-
-74,505
-
Total reported value
-
$4,342,829
-
Price per share
-
$20.06
-
Number of holders
-
9
-
Value change
-
-$1,495,983
-
Number of buys
-
6
-
Number of sells
-
6
Institutional Holders of FIRST TR EXCH TRADED FD III - ULTRA SHT DUR MU (FUMB) as of Q4 2025
As of 31 Dec 2025,
FIRST TR EXCH TRADED FD III - ULTRA SHT DUR MU (FUMB) was held by
9 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
216,493 shares.
The largest 9 holders included
INSPIRION WEALTH ADVISORS, LLC, WealthBridge Capital Management, LLC, Dynamic Advisor Solutions LLC, Capital Investment Advisory Services, LLC, Occidental Asset Management, LLC, ONE PLUS ONE WEALTH MANAGEMENT, LLC, GSG Advisors LLC, CoreCap Advisors, LLC, and FLAGSHIP HARBOR ADVISORS, LLC.
This page lists
9
institutional shareholders reporting positions in this security
for the Q4 2025 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.