Institutional Ownership First Tr Et Fd Iii Short Durat (FSMB)
This table provides information about the institutional ownership of First Tr Et Fd Iii Short Durat (FSMB). We have compiled data on the 140 institutions that hold shares in the stock, with a total of 19.2 Million shares, which have been reported (via 13F filing form) to have a value of $379 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
3,541,435
shares
|
$69.9 Million
0.01% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,563,861
shares
|
$30.9 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,366,653
shares
|
$27 Million
0.04% of portfolio
|
Q3 2024
Added 17.07%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,236,069
shares
|
$24.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
Rmr Wealth Builders
|
Apr 16, 2025 Q1 2025 |
813,010
shares
|
$16.1 Million
1.72% of portfolio
|
Q1 2025
Added 14.15%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
752,583
shares
|
$14.9 Million
7.91% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
732,127
shares
|
$14.5 Million
0.02% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Tru Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
591,128
shares
|
$11.7 Million
0.75% of portfolio
|
Q1 2025
Added 7.96%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
580,630
shares
|
$11.5 Million
0.0% of portfolio
|
Q4 2024
Added 5.73%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
409,841
shares
|
$8.09 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
405,680
shares
|
$8.01 Million
0.0% of portfolio
|
Q1 2025
Added 4.59%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Apr 25, 2025 Q1 2025 |
374,385
shares
|
$7.39 Million
2.5% of portfolio
|
Q1 2025
Added 9.76%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
288,801
shares
|
$5.7 Million
0.11% of portfolio
|
Q4 2022
Reduced 12.53%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
253,799
shares
|
$5.01 Million
0.03% of portfolio
|
Q4 2024
Reduced 9.51%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
237,619
shares
|
$4.69 Million
0.02% of portfolio
|
Q4 2024
Added 5.73%
|
|
|
Condor Capital Management
Martinsville, NJ |
Feb 11, 2025 Q4 2024 |
227,821
shares
|
$4.5 Million
0.41% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
222,331
shares
|
$4.39 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.47%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
220,773
shares
|
$4.36 Million
0.48% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
210,015
shares
|
$4.15 Million
0.0% of portfolio
|
Q4 2024
Added 7.97%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
209,205
shares
|
$4.13 Million
0.26% of portfolio
|
Q4 2024
Added 6.81%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
193,320
shares
|
$3.82 Million
0.02% of portfolio
|
Q4 2024
Added 5.03%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
178,931
shares
|
$3.53 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
175,263
shares
|
$3.46 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
169,966
shares
|
$3.36 Million
0.48% of portfolio
|
Q4 2024
Added 85.42%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
159,226
shares
|
$3.14 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.4%
|