Latest Institutional Purchases of First Tr Et Fd Iii Short Durat (FSMB)
This list provides information on the latest institutional transactions involving First Tr Et Fd Iii Short Durat (FSMB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.56MNew |
$31M - $31.4M
|
1.56M
$31.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
139K+ 11.77% |
$2.75M - $2.79M
|
1.32M
$26.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
116KNew |
$2.3M - $2.33M
|
116K
$2.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
111K+ 17.3% |
$2.2M - $2.23M
|
753K
$15M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
88KNew |
$1.74M - $1.76M
|
88K
$1.75M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
63.4KNew |
$1.26M - $1.27M
|
63.4K
$1.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
53.4KNew |
$1.06M - $1.07M
|
53.4K
$1.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
53.4KNew |
$1.06M - $1.07M
|
53.4K
$1.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
41.4K+ 177.67% |
$821K - $831K
|
64.8K
$1.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
28.6K+ 18.45% |
$566K - $573K
|
183K
$3.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
24K+ 34.42% |
$475K - $481K
|
93.6K
$1.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
23.2KNew |
$460K - $466K
|
23.2K
$462K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
19.6KNew |
$388K - $393K
|
19.6K
$390K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
16K+ 79.29% |
$316K - $320K
|
36.1K
$718K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
15.9KNew |
$315K - $319K
|
15.9K
$316K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
13.2K+ 5.53% |
$262K - $265K
|
252K
$5.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
11.7KNew |
$233K - $236K
|
11.7K
$234K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
11.7K+ 13.56% |
$232K - $235K
|
98K
$1.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.45K+ 7.94% |
$147K - $149K
|
101K
$2.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
6.31K+ 6.49% |
$125K - $127K
|
103K
$2.06M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
6.13K+ 0.87% |
$121K - $123K
|
712K
$14.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
5.5K+ 31.71% |
$109K - $110K
|
22.8K
$454K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.45K+ 0.75% |
$108K - $109K
|
732K
$14.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.07K+ 18.38% |
$100K - $102K
|
32.6K
$649K
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
4.37K+ 7.42% |
$86.5K - $87.7K
|
63.2K
$1.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.07KNew |
$80.6K - $81.6K
|
4.07K
$81K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.96K+ 14.42% |
$78.3K - $79.3K
|
31.4K
$624K
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
3.83K+ 1.71% |
$75.8K - $76.7K
|
228K
$4.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3.73K+ 0.69% |
$73.8K - $74.8K
|
548K
$10.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.75K+ 6.76% |
$54.5K - $55.2K
|
43.5K
$865K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
2.56K+ 2.32% |
$50.8K - $51.4K
|
113K
$2.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.23K+ 490.09% |
$44.1K - $44.6K
|
2.68K
$53.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
2.14K+ 13.09% |
$42.3K - $42.9K
|
18.5K
$367K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.79K+ 6.88% |
$35.5K - $36K
|
27.9K
$554K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.73KNew |
$34.3K - $34.8K
|
1.73K
$34.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.56K+ 10.36% |
$30.9K - $31.3K
|
16.6K
$331K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.56KNew |
$30.8K - $31.3K
|
1.56K
$31K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.35K+ 3.48% |
$26.7K - $27.1K
|
40.1K
$798K
|
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
1K+ 2.91% |
$19.8K - $20.1K
|
35.4K
$705K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
374+ 0.63% |
$7.41K - $7.5K
|
60.2K
$1.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
291+ 0.41% |
$5.76K - $5.84K
|
71.4K
$1.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
253New |
$5.01K - $5.08K
|
253
$5.03K
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
156+ 0.76% |
$3.09K - $3.13K
|
20.7K
$412K
|
|
|
Jan 22, 2025
Q4 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
81+ 0.76% |
$1.6K - $1.62K
|
10.7K
$213K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
11+ 0.02% |
$218 - $221
|
56.6K
$1.13M
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
199K+ 17.07% |
$3.93M - $4M
|
1.37M
$27.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
32.2KNew |
$635K - $646K
|
32.2K
$640K
|
|
|
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
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
26.5K+ 12.12% |
$524K - $533K
|
246K
$4.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
21.1K+ 101.84% |
$417K - $424K
|
41.9K
$834K
|
|