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 |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
63,100
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
62,682
shares
|
$1.26 Million
0.49% of portfolio
|
Q4 2023
Reduced 8.91%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
58,113
shares
|
$1.17 Million
0.04% of portfolio
|
Q3 2025
Added 28.02%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
57,250
shares
|
$1.15 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Oct 01, 2025 Q3 2025 |
56,667
shares
|
$1.14 Million
0.24% of portfolio
|
Q3 2025
Added 53.03%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
56,594
shares
|
$1.14 Million
0.07% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
55,398
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 13, 2026 Q4 2025 |
55,326
shares
|
$1.11 Million
0.48% of portfolio
|
Q4 2025
Added 11.61%
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2025 Q3 2025 |
52,583
shares
|
$1.06 Million
0.08% of portfolio
|
Q3 2025
Added 119.76%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
48,942
shares
|
$983,244
0.35% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Occidental Asset Management, LLC
|
Jan 07, 2026 Q4 2025 |
46,036
shares
|
$924,863
0.11% of portfolio
|
Q4 2025
Added 1.1%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
45,857
shares
|
$921,267
0.0% of portfolio
|
Q3 2025
Reduced 39.46%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
43,586
shares
|
$875,642
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 20, 2026 Q4 2025 |
41,958
shares
|
$842,936
0.01% of portfolio
|
Q4 2025
Added 4.15%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
40,200
shares
|
$807,618
0.0% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
39,911
shares
|
$801,811
0.01% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
39,295
shares
|
$789,436
0.1% of portfolio
|
Q4 2025
Reduced 0.85%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
38,742
shares
|
$778,326
0.14% of portfolio
|
Q3 2025
Added 7.09%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 03, 2025 Q3 2025 |
37,182
shares
|
$746,986
0.67% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
36,637
shares
|
$736,037
0.0% of portfolio
|
Q1 2025
Reduced 15.45%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
35,649
shares
|
$716,188
0.01% of portfolio
|
Q3 2025
Reduced 16.48%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
33,590
shares
|
$674,823
0.01% of portfolio
|
Q3 2025
Reduced 22.05%
|
|
|
Trust CO Of Oklahoma
|
Jan 14, 2026 Q4 2025 |
33,043
shares
|
$663,833
0.19% of portfolio
|
Q1 2025
Reduced 12.78%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
32,257
shares
|
$648,043
0.0% of portfolio
|
Q3 2025
Reduced 5.44%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 13, 2025 Q3 2025 |
31,491
shares
|
$632,654
0.16% of portfolio
|
Q1 2025
Reduced 38.38%
|
|