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 |
|---|---|---|---|---|---|
|
Foster Victor Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
27,717
shares
|
$556,834
0.04% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 03, 2025 Q3 2025 |
25,630
shares
|
$514,906
0.24% of portfolio
|
Q2 2025
Reduced 30.81%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
24,419
shares
|
$490,577
0.01% of portfolio
|
Q3 2025
Added 3.73%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Jan 23, 2026 Q4 2025 |
24,165
shares
|
$485,474
0.44% of portfolio
|
Q4 2025
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
23,394
shares
|
$469,985
0.08% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
22,626
shares
|
$454,556
0.01% of portfolio
|
Q3 2025
Reduced 14.85%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2026 Q4 2025 |
21,880
shares
|
$439,569
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
One Plus One Wealth Management, LLC
|
Jan 15, 2026 Q4 2025 |
21,119
shares
|
$424,280
0.3% of portfolio
|
Q4 2025
Reduced 5.52%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
20,396
shares
|
$409,755
0.03% of portfolio
|
Q3 2025
Added 24.56%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
19,729
shares
|
$396,355
0.03% of portfolio
|
Q4 2025
Added 3.2%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Oct 22, 2025 Q3 2025 |
18,737
shares
|
$376,426
0.16% of portfolio
|
Q3 2025
Reduced 7.74%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2025 Q3 2025 |
18,248
shares
|
$366,602
0.17% of portfolio
|
Q2 2025
Added 55.33%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Nov 07, 2025 Q3 2025 |
17,626
shares
|
$354,106
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
16,950
shares
|
$340,525
0.0% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Wealth Care Investment Partners, LLC
|
Jan 06, 2026 Q4 2025 |
16,788
shares
|
$337,270
0.1% of portfolio
|
Q4 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
16,746
shares
|
$336,427
0.0% of portfolio
|
Q3 2025
Reduced 61.98%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
16,500
shares
|
$331,485
0.08% of portfolio
|
Q2 2025
Added 43.48%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
15,313
shares
|
$307,638
0.01% of portfolio
|
Q3 2025
Added 24.12%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
15,312
shares
|
$307,618
0.01% of portfolio
|
Q3 2024
Reduced 27.38%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
15,000
shares
|
$301,350
0.03% of portfolio
|
Q3 2023
Reduced 7.41%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Oct 20, 2025 Q3 2025 |
14,705
shares
|
$295,423
0.1% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
14,437
shares
|
$290,039
0.0% of portfolio
|
Q3 2025
Added 23.51%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
13,641
shares
|
$274,047
0.0% of portfolio
|
Q2 2025
Reduced 20.85%
|
|
|
Hedeker Wealth, LLC
|
Jan 23, 2026 Q4 2025 |
13,566
shares
|
$272,540
0.06% of portfolio
|
Q4 2025
Added 2.32%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
13,481
shares
|
$270,833
0.0% of portfolio
|
Q4 2025
Added 139.07%
|
|