Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / First Trust Short Duration Managed Municipal ETF
-
Shares outstanding
-
25,456,738
-
Total 13F shares
-
16,353,880
-
Share change
-
+600,332
-
Total reported value
-
$322,824,069
-
Price per share
-
$19.74
-
Number of holders
-
107
-
Value change
-
+$11,812,120
-
Number of buys
-
56
-
Number of sells
-
43
Institutional Holders of First Trust Exchange-Traded Fund III - First Trust Short Duration Managed Municipal ETF (FSMB) as of Q2 2023
As of 30 Jun 2023,
First Trust Exchange-Traded Fund III - First Trust Short Duration Managed Municipal ETF (FSMB) was held by
107 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
16,353,880 shares.
The largest 10 holders included
MORGAN STANLEY, LPL Financial LLC, Raymond James Financial Services Advisors, Inc., Orion Porfolio Solutions, LLC, Orion Portfolio Solutions, LLC, TruWealth Advisors, LLC, HighTower Advisors, LLC, Royal Bank of Canada, RMR Wealth Builders, and OGOREK ANTHONY JOSEPH /NY/ /ADV.
This page lists
107
institutional shareholders reporting positions in this security
for the Q2 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.