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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.09K+ 13.81% |
$40.9K - $41.7K
|
17.2K
$341K
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
14.4KNew |
$283K - $288K
|
14.4K
$287K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
16.9KNew |
$331K - $338K
|
16.9K
$336K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-45- 83.33% |
$882 - $899
|
9
$179
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
197K+ 1490.08% |
$3.87M - $3.94M
|
211K
$4.18M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
25KNew |
$490K - $499K
|
25K
$497K
|
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
SELL
|
- |
-110- 0.86% |
$2.16K - $2.2K
|
12.6K
$251K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1New |
$19.6 - $20
|
1
$19.9
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.03KNew |
$39.8K - $40.5K
|
2.03K
$40.3K
|
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
4+ 0.04% |
$78.4 - $79.9
|
10.7K
$213K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.9KNew |
$254K - $259K
|
12.9K
$257K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-16.6KClosed |
$325K - $332K
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-10.8K- 12.16% |
$212K - $216K
|
78K
$1.55M
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
2.05K+ 2.49% |
$40.2K - $41K
|
84.4K
$1.68M
|
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
SELL
|
- |
-5.17K- 33.92% |
$101K - $103K
|
10.1K
$200K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.32K+ 10.25% |
$25.9K - $26.4K
|
14.2K
$282K
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-426- 3.55% |
$8.37K - $8.53K
|
11.6K
$230K
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
307New |
$5.96K - $6.09K
|
307
$6.1K
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
12.4KNew |
$241K - $247K
|
12.4K
$247K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.93K+ 15.46% |
$37.6K - $38.4K
|
14.4K
$287K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
75New |
$1.46K - $1.49K
|
75
$1.49K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14.1KClosed |
$274K - $280K
|
0
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-2.5K- 17.86% |
$48.6K - $49.6K
|
11.5K
$228K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-41.4K- 12.53% |
$803K - $821K
|
289K
$5.74M
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
56+ 0.45% |
$1.09K - $1.11K
|
12.6K
$250K
|
|
|
Jan 25, 2023
Q4 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
31.1KNew |
$604K - $617K
|
31.1K
$618K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1.21KNew |
$23.6K - $24.1K
|
1.21K
$24.1K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
54+ 0.5% |
$1.05K - $1.07K
|
10.9K
$216K
|
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
SELL
|
- |
-70.2K- 85.41% |
$1.36M - $1.39M
|
12K
$238K
|
|
| Q3 2022 | |||||||
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
33.6KNew |
$654K - $675K
|
33.6K
$667K
|
|
|
Nov 15, 2022
Q3 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.5KNew |
$29.2K - $30.1K
|
1.5K
$29.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
12.5KNew |
$243K - $250K
|
12.5K
$247K
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
14.3KNew |
$278K - $287K
|
14.3K
$283K
|
|
|
Nov 14, 2022
Q3 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-102- 0.8% |
$1.99K - $2.05K
|
12.7K
$252K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
29.5K+ 43.85% |
$574K - $592K
|
96.7K
$1.92M
|
|
|
Nov 09, 2022
Q3 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-346- 1.23% |
$6.74K - $6.95K
|
27.7K
$551K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-6- 0.23% |
$117 - $121
|
2.65K
$52.7K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
3KNew |
$58.4K - $60.3K
|
3K
$59.6K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
87.5K+ 80.93% |
$1.71M - $1.76M
|
196K
$3.89M
|
|
|
Oct 21, 2022
Q3 2022
|
G&S Capital LLC
|
SELL
|
- |
-1.56K- 12.12% |
$30.3K - $31.3K
|
11.3K
$224K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
19.4KNew |
$382K - $389K
|
19.4K
$385K
|
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-5- 0.13% |
$98.7 - $100
|
3.83K
$76K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
7.5KNew |
$148K - $151K
|
7.5K
$149K
|
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-23.8KClosed |
$470K - $478K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-11.8KClosed |
$232K - $236K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-3.01K- 22.17% |
$59.3K - $60.4K
|
10.6K
$210K
|
|
|
Jul 21, 2022
Q2 2022
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-30.4KClosed |
$600K - $611K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Engrave Wealth Partners LLC
|
BUY
|
- |
11.3KNew |
$224K - $228K
|
11.3K
$225K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
97.8KNew |
$1.96M - $2.04M
|
97.8K
$1.94M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
23.8KNew |
$477K - $496K
|
23.8K
$472K
|
|