Latest Institutional Transactions on First Tr Et Fd Iii Short Durat (FSMB)
This table provides information on the latest institutional transactions involving First Tr Et Fd Iii Short Durat (FSMB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
2.56K+ 2.32% |
$50.8K - $51.4K
|
113K
$2.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.73KNew |
$34.3K - $34.8K
|
1.73K
$34.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
291+ 0.41% |
$5.76K - $5.84K
|
71.4K
$1.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.26K- 11.21% |
$25K - $25.3K
|
10K
$199K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
19.6KNew |
$388K - $393K
|
19.6K
$390K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.51K- 5.66% |
$49.7K - $50.4K
|
41.8K
$830K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
374+ 0.63% |
$7.41K - $7.5K
|
60.2K
$1.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
5.5K+ 31.71% |
$109K - $110K
|
22.8K
$453K
|
|
|
Jan 27, 2025
Q4 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
53.4KNew |
$1.06M - $1.07M
|
53.4K
$1.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
111K+ 17.3% |
$2.2M - $2.23M
|
753K
$15M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-114- 0.68% |
$2.26K - $2.29K
|
16.5K
$329K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-1.84K- 14.14% |
$36.4K - $36.9K
|
11.2K
$222K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-5.61K- 34.13% |
$111K - $113K
|
10.8K
$215K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.56K+ 10.36% |
$30.9K - $31.3K
|
16.6K
$330K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.58K- 99.86% |
$70.8K - $71.7K
|
5
$99.3
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
13.2K+ 5.53% |
$262K - $265K
|
252K
$5.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
81+ 0.76% |
$1.6K - $1.62K
|
10.7K
$213K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.79K+ 6.88% |
$35.5K - $36K
|
27.9K
$553K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-112- 0.34% |
$2.22K - $2.25K
|
33.1K
$657K
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-212- 0.23% |
$4.2K - $4.25K
|
90.9K
$1.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
15.9KNew |
$315K - $319K
|
15.9K
$316K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
24K+ 34.42% |
$475K - $481K
|
93.6K
$1.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
16K+ 79.29% |
$316K - $320K
|
36.1K
$717K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-605- 0.78% |
$12K - $12.1K
|
76.5K
$1.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.4K- 16.31% |
$47.5K - $48.1K
|
12.3K
$245K
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
53.4KNew |
$1.06M - $1.07M
|
53.4K
$1.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3.73K+ 0.69% |
$73.8K - $74.8K
|
548K
$10.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-3.8K- 9.59% |
$75.3K - $76.3K
|
35.8K
$712K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.35K+ 3.48% |
$26.7K - $27.1K
|
40.1K
$797K
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
156+ 0.76% |
$3.09K - $3.13K
|
20.7K
$412K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
6.13K+ 0.87% |
$121K - $123K
|
712K
$14.1M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.2K+ 6.8% |
$221K - $225K
|
176K
$3.5M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
95.8KNew |
$1.89M - $1.92M
|
95.8K
$1.9M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
13.2K+ 30.48% |
$261K - $265K
|
56.6K
$1.12M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.7K+ 6.49% |
$270K - $275K
|
225K
$4.46M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-20.3K- 10.35% |
$401K - $407K
|
176K
$3.49M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17.4K+ 2.46% |
$344K - $350K
|
727K
$14.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-59- 0.11% |
$1.16K - $1.18K
|
53.8K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-31.5K- 93.75% |
$622K - $632K
|
2.1K
$41.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-7.63K- 12.62% |
$151K - $153K
|
52.8K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
700+ 0.8% |
$13.8K - $14K
|
88.6K
$1.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-6.36K- 1.15% |
$126K - $128K
|
549K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-246- 2.16% |
$4.86K - $4.94K
|
11.1K
$221K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.32M- 28.13% |
$26.1M - $26.5M
|
3.38M
$67.1M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
29.5K+ 19.06% |
$582K - $591K
|
184K
$3.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-7.02K- 20.39% |
$139K - $141K
|
27.4K
$545K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.12K- 45.6% |
$41.8K - $42.5K
|
2.53K
$50.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.8KNew |
$233K - $237K
|
11.8K
$234K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.87K- 2.09% |
$175K - $178K
|
416K
$8.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.58K- 5.31% |
$31.2K - $31.7K
|
28.2K
$560K
|
|