Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
24.2KNew |
$484K - $486K
|
24.2K
$485K
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
21.9KNew |
$438K - $440K
|
21.9K
$440K
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
16.8KNew |
$336K - $338K
|
16.8K
$337K
|
|
|
Jan 21, 2026
Q4 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
11.6KNew |
$232K - $234K
|
11.6K
$233K
|
|
|
Jan 23, 2026
Q4 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
11.5KNew |
$230K - $231K
|
11.5K
$231K
|
|
|
Jan 20, 2026
Q4 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
10.4KNew |
$208K - $209K
|
10.4K
$209K
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
10.2KNew |
$204K - $205K
|
10.2K
$205K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.84K+ 139.07% |
$157K - $158K
|
13.5K
$271K
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
6.14K+ 2.49% |
$123K - $124K
|
253K
$5.08M
|
|
|
Jan 13, 2026
Q4 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
5.75K+ 11.61% |
$115K - $116K
|
55.3K
$1.11M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.75K+ 7.45% |
$115K - $116K
|
82.9K
$1.67M
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
5.33K+ 8.12% |
$107K - $107K
|
71K
$1.43M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.82K+ 248.17% |
$96.4K - $96.9K
|
6.76K
$136K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.67K+ 4.15% |
$33.5K - $33.7K
|
42K
$843K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
612+ 3.2% |
$12.3K - $12.3K
|
19.7K
$396K
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
500+ 1.1% |
$10K - $10.1K
|
46K
$925K
|
|
|
Jan 23, 2026
Q4 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
308+ 2.32% |
$6.17K - $6.2K
|
13.6K
$273K
|
|
|
Jan 08, 2026
Q4 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-335- 0.85% |
$6.71K - $6.74K
|
39.3K
$789K
|
|
|
Jan 15, 2026
Q4 2025
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-1.23K- 5.52% |
$24.7K - $24.8K
|
21.1K
$424K
|
|
|
Jan 15, 2026
Q4 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-14.3K- 2.04% |
$287K - $288K
|
688K
$13.8M
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-15.8K- 55.39% |
$316K - $317K
|
12.7K
$255K
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-22.4K- 3.49% |
$449K - $451K
|
620K
$12.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-38.4K- 32.59% |
$768K - $772K
|
79.4K
$1.59M
|
|