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 07, 2025
Q3 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
17.6KNew |
$350K - $356K
|
17.6K
$354K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-588- 1.45% |
$11.7K - $11.9K
|
39.9K
$802K
|
|
|
Nov 06, 2025
Q3 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
1.82K+ 0.48% |
$36.1K - $36.7K
|
384K
$7.71M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-405- 0.05% |
$8.04K - $8.18K
|
834K
$16.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
948+ 2.41% |
$18.8K - $19.1K
|
40.3K
$809K
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
105KNew |
$2.08M - $2.11M
|
105K
$2.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
14.1K+ 10.51% |
$279K - $284K
|
148K
$2.97M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
12.7K+ 28.02% |
$252K - $257K
|
58.1K
$1.17M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
199+ 0.7% |
$3.95K - $4.02K
|
28.5K
$572K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-138- 0.72% |
$2.74K - $2.79K
|
19.1K
$384K
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
BUY
|
- |
81.7K+ 9.47% |
$1.62M - $1.65M
|
944K
$19M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.3KNew |
$25.8K - $26.3K
|
1.3K
$26.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.41K- 5.93% |
$87.5K - $89.1K
|
70K
$1.41M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.81K- 1.41% |
$95.4K - $97.1K
|
336K
$6.74M
|
|
|
Nov 03, 2025
Q3 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
10.9KNew |
$216K - $220K
|
10.9K
$218K
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
4.02K+ 24.56% |
$79.8K - $81.2K
|
20.4K
$410K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-29.9K- 39.46% |
$593K - $604K
|
45.9K
$921K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
9+ 0.07% |
$179 - $182
|
12.6K
$252K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
400+ 2.42% |
$7.94K - $8.08K
|
17K
$341K
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
746+ 2.05% |
$14.8K - $15.1K
|
37.2K
$747K
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.16K- 2.32% |
$23.1K - $23.5K
|
48.9K
$983K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.02K- 3.38% |
$79.7K - $81.1K
|
115K
$2.31M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.86K- 5.44% |
$36.8K - $37.5K
|
32.3K
$648K
|
|
|
Oct 28, 2025
Q3 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
6.43K+ 8.0% |
$128K - $130K
|
86.7K
$1.74M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-9.5K- 22.05% |
$189K - $192K
|
33.6K
$675K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-569- 67.9% |
$11.3K - $11.5K
|
269
$5.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1+ 0.2% |
$19.9 - $20.2
|
501
$10.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
35.8K+ 41.18% |
$712K - $724K
|
123K
$2.47M
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
SELL
|
- |
-1.57K- 7.74% |
$31.2K - $31.7K
|
18.7K
$376K
|
|
|
Oct 22, 2025
Q3 2025
|
Advisory Resource Group
|
BUY
|
- |
2.61K+ 2.09% |
$51.7K - $52.6K
|
128K
$2.56M
|
|
|
Oct 21, 2025
Q3 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
2.11K+ 18.95% |
$41.9K - $42.7K
|
13.3K
$266K
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
510+ 2.23% |
$10.1K - $10.3K
|
23.4K
$470K
|
|
|
Oct 20, 2025
Q3 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-1.2K- 2.36% |
$23.8K - $24.2K
|
49.6K
$996K
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
5+ 0.03% |
$99.3 - $101
|
14.7K
$295K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
514+ 0.44% |
$10.2K - $10.4K
|
118K
$2.37M
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-16.8K- 2.34% |
$333K - $339K
|
702K
$14.1M
|
|
|
Oct 16, 2025
Q3 2025
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-16.8K- 42.84% |
$333K - $338K
|
22.4K
$449K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
879+ 3.73% |
$17.4K - $17.8K
|
24.4K
$491K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-7.8K- 81.41% |
$155K - $158K
|
1.78K
$35.8K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
485+ 9.41% |
$9.63K - $9.8K
|
5.64K
$113K
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
2.56K+ 7.09% |
$50.9K - $51.8K
|
38.7K
$778K
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-526- 1.86% |
$10.4K - $10.6K
|
27.7K
$557K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
25.7K+ 50.06% |
$511K - $520K
|
77.1K
$1.55M
|
|
|
Oct 08, 2025
Q3 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
6.21K+ 10.44% |
$123K - $125K
|
65.7K
$1.32M
|
|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
19.2K+ 3.08% |
$381K - $388K
|
642K
$12.9M
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
5.34K+ 15.56% |
$106K - $108K
|
39.6K
$796K
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
20.2K+ 8.94% |
$402K - $409K
|
247K
$4.95M
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
19.6K+ 53.03% |
$390K - $397K
|
56.7K
$1.14M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
53.1K+ 12.5% |
$1.04M - $1.06M
|
478K
$9.61M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
1.64KNew |
$32.1K - $32.7K
|
1.64K
$32.9K
|
|