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 |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.6KNew |
$31.8K - $32.3K
|
1.6K
$32.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
1.47K+ 13.49% |
$29.2K - $29.7K
|
12.4K
$249K
|
|
|
Nov 07, 2025
Q3 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.38K+ 0.59% |
$27.3K - $27.8K
|
234K
$4.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.3KNew |
$25.8K - $26.3K
|
1.3K
$26.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
948+ 2.41% |
$18.8K - $19.1K
|
40.3K
$809K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
879+ 3.73% |
$17.4K - $17.8K
|
24.4K
$491K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
815+ 29.43% |
$16.2K - $16.5K
|
3.58K
$72K
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
746+ 2.05% |
$14.8K - $15.1K
|
37.2K
$747K
|
|
|
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 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
510+ 2.23% |
$10.1K - $10.3K
|
23.4K
$470K
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
501+ 14.36% |
$9.94K - $10.1K
|
3.99K
$80.2K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
485+ 9.41% |
$9.63K - $9.8K
|
5.64K
$113K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
400+ 2.42% |
$7.94K - $8.08K
|
17K
$341K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
301+ 0.75% |
$5.97K - $6.08K
|
40.2K
$808K
|
|
|
Nov 12, 2025
Q3 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
284+ 2.67% |
$5.64K - $5.74K
|
10.9K
$219K
|
|
|
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 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
143+ 9.21% |
$2.84K - $2.89K
|
1.7K
$34.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
45+ 0.79% |
$893 - $909
|
5.76K
$116K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
9+ 0.07% |
$179 - $182
|
12.6K
$252K
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
5+ 0.03% |
$99.3 - $101
|
14.7K
$295K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1+ 0.2% |
$19.9 - $20.2
|
501
$10.1K
|
|
| 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
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
14.2K+ 100.0% |
$278K - $283K
|
28.4K
$571K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
10.3KNew |
$202K - $206K
|
10.3K
$208K
|
|
|
Jul 30, 2025
Q2 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
6.5K+ 55.33% |
$127K - $130K
|
18.2K
$367K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
5K+ 43.48% |
$97.9K - $99.7K
|
16.5K
$331K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
1.64KNew |
$32.1K - $32.7K
|
1.64K
$32.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1KNew |
$19.6K - $19.9K
|
1K
$20.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
181KNew |
$3.57M - $3.61M
|
181K
$3.63M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
43.6KNew |
$863K - $870K
|
43.6K
$876K
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
14.5KNew |
$287K - $289K
|
14.5K
$291K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
13.9KNew |
$274K - $277K
|
13.9K
$278K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
13.6KNew |
$269K - $271K
|
13.6K
$273K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
10.2KNew |
$201K - $203K
|
10.2K
$204K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
3.76K+ 27.13% |
$74.5K - $75.1K
|
17.6K
$354K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.58K+ 13.45% |
$31.4K - $31.6K
|
13.4K
$268K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.5K+ 15.85% |
$29.6K - $29.9K
|
10.9K
$220K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
331+ 2.69% |
$6.55K - $6.61K
|
12.6K
$254K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
130New |
$2.57K - $2.6K
|
130
$2.61K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.79% |
$39.6 - $39.9
|
255
$5.12K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
88KNew |
$1.74M - $1.76M
|
88K
$1.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
23.2KNew |
$460K - $466K
|
23.2K
$467K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
20.2KNew |
$400K - $405K
|
20.2K
$405K
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
13KNew |
$257K - $261K
|
13K
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
9.5K+ 376.09% |
$188K - $191K
|
12K
$242K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
5KNew |
$99K - $100K
|
5K
$100K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.73KNew |
$34.3K - $34.8K
|
1.73K
$34.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
81+ 0.76% |
$1.6K - $1.62K
|
10.7K
$216K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
11+ 0.02% |
$218 - $221
|
56.6K
$1.14M
|
|