Purchases and Sales Made in Q2 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
740+ 0.87% |
$14.5K - $14.7K
|
86K
$1.73M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
604+ 0.51% |
$11.8K - $12K
|
119K
$2.39M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
591+ 2.14% |
$11.6K - $11.8K
|
28.3K
$568K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
447+ 0.38% |
$8.75K - $8.91K
|
117K
$2.35M
|
|
|
Jan 06, 2026
Q2 2025
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
266New |
$5.21K - $5.3K
|
266
$5.34K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
172+ 0.23% |
$3.37K - $3.43K
|
74.4K
$1.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
151+ 0.54% |
$2.96K - $3.01K
|
28.2K
$567K
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
45+ 0.31% |
$881 - $897
|
14.7K
$295K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
44+ 0.78% |
$862 - $877
|
5.72K
$115K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
19+ 0.12% |
$372 - $379
|
16.4K
$329K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$19.6 - $19.9
|
1
$20.1
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
SELL
|
- |
-15- 0.15% |
$294 - $299
|
10.1K
$202K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-20- 0.73% |
$392 - $399
|
2.72K
$54.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-72- 0.4% |
$1.41K - $1.43K
|
17.9K
$360K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-100- 10.74% |
$1.96K - $1.99K
|
831
$16.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-124- 0.52% |
$2.43K - $2.47K
|
23.5K
$473K
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-247- 0.11% |
$4.84K - $4.92K
|
233K
$4.67M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-249- 13.25% |
$4.88K - $4.96K
|
1.63K
$32.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-353- 0.96% |
$6.91K - $7.04K
|
36.4K
$732K
|
|
|
Aug 13, 2025
Q2 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-502- 4.51% |
$9.83K - $10K
|
10.6K
$214K
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-620- 0.69% |
$12.1K - $12.4K
|
89.7K
$1.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-701- 1.17% |
$13.7K - $14K
|
59.3K
$1.19M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1K- 2.15% |
$19.6K - $19.9K
|
45.5K
$915K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
SELL
|
- |
-1.03K- 8.61% |
$20.1K - $20.5K
|
10.9K
$219K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1.2K- 3.38% |
$23.5K - $23.9K
|
34.3K
$689K
|
|
|
Aug 08, 2025
Q2 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-2.01K- 1.48% |
$39.4K - $40.1K
|
134K
$2.69M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-3.1K- 19.95% |
$60.7K - $61.8K
|
12.4K
$250K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.27K- 3.62% |
$64K - $65.2K
|
87K
$1.75M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.33K- 22.15% |
$65.1K - $66.3K
|
11.7K
$235K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.59K- 20.85% |
$70.4K - $71.6K
|
13.6K
$274K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.71K- 9.82% |
$72.7K - $74K
|
34.1K
$685K
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-4.11K- 7.58% |
$80.5K - $81.9K
|
50.1K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.56K- 26.99% |
$89.3K - $90.9K
|
12.3K
$248K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-4.69K- 27.17% |
$91.7K - $93.4K
|
12.6K
$252K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-4.9K- 15.56% |
$95.9K - $97.6K
|
26.6K
$534K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-6.01K- 4.01% |
$118K - $120K
|
144K
$2.89M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-8.5K- 10.09% |
$166K - $169K
|
75.7K
$1.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.5K- 4.55% |
$186K - $189K
|
199K
$4.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-11.4K- 30.81% |
$224K - $228K
|
25.6K
$515K
|
|
|
Jul 23, 2025
Q2 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-12.3K- 13.23% |
$240K - $244K
|
80.3K
$1.61M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-12.5K- 2.92% |
$245K - $250K
|
416K
$8.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-24.2K- 38.4% |
$474K - $482K
|
38.8K
$780K
|
|
|
Jul 31, 2025
Q2 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-29.8K- 44.6% |
$584K - $594K
|
37K
$744K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-33.8K- 4.49% |
$662K - $674K
|
719K
$14.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Hedeker Wealth, LLC
|
SELL
|
- |
-43.6K- 79.66% |
$855K - $870K
|
11.1K
$224K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-65.1K- 16.06% |
$1.28M - $1.3M
|
341K
$6.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-67.3K- 40.93% |
$1.32M - $1.34M
|
97.1K
$1.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-75.7K- 33.98% |
$1.48M - $1.51M
|
147K
$2.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-96.8K- 72.86% |
$1.89M - $1.93M
|
36K
$724K
|
|