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
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.73KNew |
$34.3K - $34.8K
|
1.73K
$34.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.26K- 11.21% |
$25K - $25.3K
|
10K
$201K
|
|
|
Jan 22, 2025
Q4 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
81+ 0.76% |
$1.6K - $1.62K
|
10.7K
$216K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.8KNew |
$233K - $237K
|
11.8K
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14.8KNew |
$293K - $298K
|
14.8K
$298K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
66+ 0.52% |
$1.3K - $1.32K
|
12.9K
$258K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
10.9KNew |
$216K - $219K
|
10.9K
$220K
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
516New |
$10.2K - $10.4K
|
516
$10.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.77K- 27.38% |
$114K - $116K
|
15.3K
$308K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
17.7K+ 17.92% |
$349K - $355K
|
116K
$2.34M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
19.5KNew |
$384K - $390K
|
19.5K
$391K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
199K+ 17.07% |
$3.93M - $4M
|
1.37M
$27.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-896- 1.4% |
$17.7K - $18K
|
63.1K
$1.27M
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.74K- 91.32% |
$34.1K - $34.4K
|
165
$3.31K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-248- 2.27% |
$4.88K - $4.92K
|
10.7K
$215K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.88KNew |
$76.4K - $77K
|
3.88K
$78K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
4.6KNew |
$90.5K - $91.3K
|
4.6K
$92.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
5.14K+ 25.03% |
$101K - $102K
|
25.7K
$516K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1K- 22.21% |
$19.7K - $19.8K
|
3.5K
$70.4K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-20.1K- 37.5% |
$398K - $401K
|
33.4K
$672K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
107K+ 921.33% |
$2.13M - $2.14M
|
119K
$2.39M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.3K- 30.43% |
$145K - $146K
|
16.7K
$335K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10.8KNew |
$215K - $216K
|
10.8K
$218K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-488- 4.18% |
$9.67K - $9.74K
|
11.2K
$225K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
10.3KNew |
$204K - $205K
|
10.3K
$206K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
627+ 8.64% |
$12.4K - $12.5K
|
7.89K
$158K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.21K+ 19.35% |
$23.9K - $24.1K
|
7.43K
$149K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
10.8KNew |
$214K - $216K
|
10.8K
$217K
|
|
| Q4 2023 | |||||||
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1.01KNew |
$19.5K - $20.2K
|
1.01K
$20.3K
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
13+ 0.12% |
$251 - $260
|
11.1K
$222K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.75KNew |
$33.8K - $34.9K
|
1.75K
$35.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
14.3KNew |
$276K - $285K
|
14.3K
$287K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-6.13K- 8.91% |
$118K - $122K
|
62.7K
$1.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-35.3K- 9.82% |
$682K - $705K
|
324K
$6.52M
|
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-1.76K- 8.6% |
$33.9K - $35.1K
|
18.7K
$375K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.01KNew |
$19.5K - $20.2K
|
1.01K
$20.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
213New |
$4.11K - $4.25K
|
213
$4.28K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-20.2K- 50.65% |
$392K - $401K
|
19.7K
$396K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13.5KNew |
$262K - $268K
|
13.5K
$271K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
314+ 9.52% |
$6.09K - $6.22K
|
3.61K
$72.6K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-12.1K- 6.36% |
$235K - $240K
|
178K
$3.58M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1New |
$19.4 - $19.8
|
1
$20.1
|
|
|
Oct 31, 2023
Q3 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
7.03K+ 56.52% |
$136K - $139K
|
19.5K
$391K
|
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.2K- 7.41% |
$23.3K - $23.8K
|
15K
$301K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-4.13K- 11.91% |
$80.1K - $81.9K
|
30.6K
$614K
|
|
| Q2 2023 | |||||||
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
24.2KNew |
$474K - $483K
|
24.2K
$486K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-551- 4.4% |
$10.8K - $11K
|
12K
$240K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.09K+ 13.81% |
$40.9K - $41.7K
|
17.2K
$345K
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
14.4KNew |
$283K - $288K
|
14.4K
$290K
|
|