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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20.5K+ 11.81% |
$406K - $412K
|
195K
$3.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.75K- 7.8% |
$74K - $75.3K
|
44.3K
$880K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-26K- 16.81% |
$514K - $523K
|
129K
$2.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-31.2K- 61.86% |
$616K - $626K
|
19.2K
$382K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-47K- 19.12% |
$927K - $943K
|
199K
$3.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-600- 5.98% |
$11.8K - $12K
|
9.44K
$187K
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
3K+ 25.58% |
$59.1K - $60.1K
|
14.7K
$292K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.2K+ 0.62% |
$23.7K - $24.1K
|
196K
$3.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
12K+ 54.89% |
$236K - $240K
|
33.8K
$671K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-267- 13.19% |
$5.27K - $5.36K
|
1.76K
$34.9K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
10.9KNew |
$216K - $219K
|
10.9K
$217K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-58.3K- 4.71% |
$1.15M - $1.17M
|
1.18M
$23.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
20.2K+ 9.91% |
$399K - $405K
|
224K
$4.45M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-16.9K- 23.62% |
$334K - $339K
|
54.7K
$1.09M
|
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
89+ 0.13% |
$1.76K - $1.79K
|
71.1K
$1.41M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
32.2KNew |
$635K - $646K
|
32.2K
$639K
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
13.9K+ 4.8% |
$275K - $279K
|
304K
$6.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.91K- 1.23% |
$97K - $98.6K
|
394K
$7.83M
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
516New |
$10.2K - $10.4K
|
516
$10.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
783+ 2.51% |
$15.5K - $15.7K
|
31.9K
$634K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.77K- 27.38% |
$114K - $116K
|
15.3K
$304K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-5.08K- 9.51% |
$100K - $102K
|
48.4K
$960K
|
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
38+ 0.11% |
$750 - $763
|
34.4K
$684K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.4K- 14.46% |
$47.3K - $48.1K
|
14.2K
$282K
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
34.6K+ 143.06% |
$684K - $695K
|
58.9K
$1.17M
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
18.2K+ 32.8% |
$359K - $365K
|
73.6K
$1.46M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
13.7KNew |
$270K - $275K
|
13.7K
$272K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3.91K- 15.54% |
$77.1K - $78.4K
|
21.2K
$422K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-89- 0.1% |
$1.76K - $1.79K
|
86.3K
$1.71M
|
|
|
Oct 30, 2024
Q3 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-1.54K- 4.26% |
$30.3K - $30.8K
|
34.6K
$687K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
14.8K+ 57.0% |
$292K - $297K
|
40.7K
$809K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
75+ 0.74% |
$1.48K - $1.51K
|
10.3K
$204K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9+ 0.02% |
$178 - $181
|
48.5K
$964K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
17.7K+ 17.92% |
$349K - $355K
|
116K
$2.31M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.26K- 2.06% |
$24.9K - $25.3K
|
59.8K
$1.19M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-325- 0.93% |
$6.42K - $6.52K
|
34.5K
$686K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-8.71K- 5.33% |
$172K - $175K
|
155K
$3.07M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
19.5KNew |
$384K - $390K
|
19.5K
$386K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-31.4K- 53.21% |
$619K - $629K
|
27.6K
$548K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
199K+ 17.07% |
$3.93M - $4M
|
1.37M
$27.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-896- 1.4% |
$17.7K - $18K
|
63.1K
$1.25M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.8K+ 17.22% |
$272K - $277K
|
93.8K
$1.86M
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-39.5K- 72.18% |
$780K - $794K
|
15.2K
$303K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
16.3KNew |
$322K - $328K
|
16.3K
$324K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-4.12K- 22.58% |
$81.2K - $82.6K
|
14.1K
$280K
|
|
| Q2 2024 | |||||||
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.46K+ 9.23% |
$28.8K - $29K
|
17.3K
$344K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
145K+ 147.52% |
$2.86M - $2.88M
|
244K
$4.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11.3KNew |
$222K - $223K
|
11.3K
$224K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-895- 49.01% |
$17.6K - $17.8K
|
931
$18.5K
|
|