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 |
|---|---|---|---|---|---|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
13,000
shares
|
$261,170
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jan 21, 2026 Q4 2025 |
12,696
shares
|
$255,062
0.0% of portfolio
|
Q4 2025
Reduced 55.39%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
12,566
shares
|
$252,450
0.03% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
12,453
shares
|
$250,180
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 12, 2026 Q4 2025 |
12,400
shares
|
$249,116
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Nov 14, 2025 Q3 2025 |
12,375
shares
|
$248,613
0.09% of portfolio
|
Q3 2025
Added 13.49%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
12,000
shares
|
$241,080
0.02% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
11,889
shares
|
$238,850
0.01% of portfolio
|
Q2 2020
Added 20.05%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Jan 21, 2026 Q4 2025 |
11,612
shares
|
$233,285
0.09% of portfolio
|
Q4 2025
New holding
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 23, 2026 Q4 2025 |
11,498
shares
|
$230,994
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
11,328
shares
|
$227,579
0.01% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
10,935
shares
|
$219,684
0.01% of portfolio
|
Q1 2025
Added 15.85%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 12, 2025 Q3 2025 |
10,919
shares
|
$219,362
0.14% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Alta Wealth Advisors LLC
|
Nov 03, 2025 Q3 2025 |
10,869
shares
|
$218,358
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
10,759
shares
|
$216,148
0.0% of portfolio
|
Q3 2025
Reduced 13.14%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
10,342
shares
|
$207,770
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
10,325
shares
|
$207,429
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
10,278
shares
|
$206,485
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2026 Q4 2025 |
10,197
shares
|
$204,857
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Lvz, Inc.
|
Oct 27, 2025 Q3 2025 |
10,053
shares
|
$201,964
0.03% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
10,000
shares
|
$200,900
0.0% of portfolio
|
Q4 2024
Reduced 11.21%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
7,433
shares
|
$149,328
0.04% of portfolio
|
Q1 2024
Added 19.35%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
6,758
shares
|
$135,768
0.0% of portfolio
|
Q4 2025
Added 248.17%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
5,763
shares
|
$115,778
0.01% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
5,200
shares
|
$104,468
0.0% of portfolio
|
Q3 2025
Added 91.04%
|
|