Purchases and Sales Made in Q2 2024 in 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) during Q2 2024. The information is specifically focused on institutions that hold shares of FIRST TR ET FD III SHORT DURAT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-13- 0.47% |
$256 - $258
|
2.77K
$55.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-19- 0.07% |
$374 - $377
|
26K
$519K
|
|
|
Jul 24, 2024
Q2 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-122- 0.71% |
$2.4K - $2.42K
|
17.1K
$341K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-146- 0.3% |
$2.87K - $2.9K
|
48.1K
$958K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-248- 2.27% |
$4.88K - $4.92K
|
10.7K
$213K
|
|
|
Jul 22, 2024
Q2 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-467- 1.28% |
$9.19K - $9.27K
|
36.1K
$720K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-545- 1.01% |
$10.7K - $10.8K
|
53.4K
$1.07M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-645- 1.84% |
$12.7K - $12.8K
|
34.5K
$688K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-685- 25.29% |
$13.5K - $13.6K
|
2.02K
$40.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-895- 49.01% |
$17.6K - $17.8K
|
931
$18.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-976- 5.56% |
$19.2K - $19.4K
|
16.6K
$330K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1K- 22.21% |
$19.7K - $19.8K
|
3.5K
$69.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.14K- 64.96% |
$22.5K - $22.7K
|
616
$12.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.23K- 0.22% |
$24.2K - $24.4K
|
556K
$11.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.66K- 2.67% |
$32.6K - $32.8K
|
60.4K
$1.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.74K- 91.32% |
$34.1K - $34.4K
|
165
$3.29K
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-1.8K- 12.57% |
$35.4K - $35.7K
|
12.5K
$250K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-1.88K- 8.31% |
$37K - $37.3K
|
20.8K
$414K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.93K- 2.19% |
$38K - $38.4K
|
86.4K
$1.72M
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-2.18K- 5.43% |
$42.9K - $43.3K
|
38K
$758K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.54K- 1.44% |
$50K - $50.4K
|
174K
$3.47M
|
|
|
Aug 07, 2024
Q2 2024
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-2.83K- 3.15% |
$55.6K - $56K
|
86.9K
$1.73M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.22K- 5.01% |
$63.3K - $63.9K
|
61.1K
$1.22M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.62K- 7.28% |
$90.9K - $91.7K
|
58.9K
$1.17M
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-4.81K- 16.05% |
$94.6K - $95.4K
|
25.1K
$501K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-10.3K- 11.83% |
$203K - $204K
|
76.8K
$1.53M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10.6K- 23.9% |
$208K - $209K
|
33.6K
$670K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-10.9K- 26.79% |
$214K - $216K
|
29.8K
$593K
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-11.1K- 37.98% |
$218K - $220K
|
18.1K
$362K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-11.2K- 6.37% |
$221K - $222K
|
165K
$3.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-13.1K- 2.99% |
$257K - $259K
|
424K
$8.46M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-14.4K- 48.13% |
$282K - $285K
|
15.5K
$308K
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-14.4K- 4.74% |
$284K - $286K
|
290K
$5.78M
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-14.8K- 2.7% |
$292K - $294K
|
534K
$10.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-16.3K- 18.57% |
$321K - $324K
|
71.6K
$1.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-19.4K- 8.98% |
$381K - $384K
|
196K
$3.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-19.5K- 26.52% |
$383K - $386K
|
53.9K
$1.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-19.9K- 18.49% |
$392K - $396K
|
87.9K
$1.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-36.6K- 14.79% |
$720K - $727K
|
211K
$4.21M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-37.7K- 32.06% |
$742K - $749K
|
80K
$1.59M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-38.8K- 3.22% |
$763K - $770K
|
1.17M
$23.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-46.5K- 23.07% |
$914K - $922K
|
155K
$3.09M
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-51.2K- 70.1% |
$1.01M - $1.02M
|
21.8K
$435K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-78.1K- 60.74% |
$1.54M - $1.55M
|
50.5K
$1.01M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-78.8K- 5.99% |
$1.55M - $1.56M
|
1.24M
$24.7M
|