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 144 institutions that hold shares in the stock, with a total of 21.4 Million shares, which have been reported (via 13F filing form) to have a value of $430 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Francis Financial, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
147,855
shares
|
$2.97 Million
0.72% of portfolio
|
Q3 2025
Added 10.51%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
132,804
shares
|
$2.67 Million
0.03% of portfolio
|
Q1 2025
Reduced 12.04%
|
|
|
Advisory Resource Group
|
Oct 22, 2025 Q3 2025 |
127,534
shares
|
$2.56 Million
0.59% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
122,971
shares
|
$2.47 Million
0.02% of portfolio
|
Q3 2025
Reduced 7.58%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
122,891
shares
|
$2.47 Million
0.0% of portfolio
|
Q3 2025
Added 41.18%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
116,454
shares
|
$2.34 Million
0.03% of portfolio
|
Q3 2024
Added 17.92%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
114,873
shares
|
$2.31 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.38%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
105,451
shares
|
$2.12 Million
0.01% of portfolio
|
Q3 2025
Added 17.87%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
105,362
shares
|
$2.12 Million
0.06% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
104,569
shares
|
$2.1 Million
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
96,665
shares
|
$1.94 Million
0.08% of portfolio
|
Q3 2022
Added 43.85%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
92,734
shares
|
$1.86 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.46%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
91,686
shares
|
$1.84 Million
0.01% of portfolio
|
Q3 2025
Added 6.57%
|
|
|
Insight Inv LLC
El Segundo, CA |
Oct 28, 2025 Q3 2025 |
86,735
shares
|
$1.74 Million
1.03% of portfolio
|
Q3 2025
Added 8.0%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
86,169
shares
|
$1.73 Million
0.01% of portfolio
|
Q3 2025
Added 37.09%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
84,361
shares
|
$1.69 Million
0.3% of portfolio
|
Q1 2023
Added 2.49%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
82,888
shares
|
$1.67 Million
0.06% of portfolio
|
Q4 2025
Added 7.45%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jan 20, 2026 Q4 2025 |
79,359
shares
|
$1.59 Million
0.06% of portfolio
|
Q4 2025
Reduced 32.59%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
78,362
shares
|
$1.57 Million
0.01% of portfolio
|
Q3 2025
Added 34.74%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
77,107
shares
|
$1.55 Million
0.07% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
71,546
shares
|
$1.44 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
71,546
shares
|
$1.44 Million
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 08, 2026 Q4 2025 |
70,989
shares
|
$1.43 Million
0.44% of portfolio
|
Q4 2025
Added 8.12%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
69,989
shares
|
$1.41 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.93%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
68,257
shares
|
$1.37 Million
0.07% of portfolio
|
Q3 2025
Reduced 52.52%
|
|