Institutional Ownership First Tr Et Fd Iii Short Durat (FSMB)
This table provides information about the institutional ownership of First Tr Et Fd Iii Short Durat (FSMB). We have compiled data on the 134 institutions that hold shares in the stock, with a total of 18.6 Million shares, which have been reported (via 13F filing form) to have a value of $371 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,376,537
shares
|
$67.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 28.13%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,563,861
shares
|
$31.2 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,366,653
shares
|
$27.3 Million
0.04% of portfolio
|
Q3 2024
Added 17.07%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,318,387
shares
|
$26.3 Million
0.01% of portfolio
|
Q4 2024
Added 11.77%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
752,860
shares
|
$15 Million
8.0% of portfolio
|
Q4 2024
Added 17.3%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
732,127
shares
|
$14.6 Million
0.02% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
712,254
shares
|
$14.2 Million
1.47% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
549,143
shares
|
$10.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
547,562
shares
|
$10.9 Million
0.68% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
415,539
shares
|
$8.29 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
394,050
shares
|
$7.86 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
304,000
shares
|
$6.06 Million
2.03% of portfolio
|
Q3 2024
Added 4.8%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
288,801
shares
|
$5.76 Million
0.11% of portfolio
|
Q4 2022
Reduced 12.53%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
253,799
shares
|
$5.06 Million
0.03% of portfolio
|
Q4 2024
Reduced 9.51%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
252,300
shares
|
$5.03 Million
0.54% of portfolio
|
Q4 2024
Added 5.53%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
245,600
shares
|
$4.9 Million
0.01% of portfolio
|
Q3 2024
Added 12.12%
|
|
|
Condor Capital Management
Martinsville, NJ |
Feb 11, 2025 Q4 2024 |
227,821
shares
|
$4.54 Million
0.41% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
224,749
shares
|
$4.48 Million
0.02% of portfolio
|
Q3 2024
Added 6.49%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
198,677
shares
|
$3.96 Million
0.01% of portfolio
|
Q3 2024
Reduced 19.12%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
195,871
shares
|
$3.91 Million
0.25% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
194,521
shares
|
$3.88 Million
0.0% of portfolio
|
Q3 2024
Added 11.81%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
184,061
shares
|
$3.67 Million
0.02% of portfolio
|
Q3 2024
Added 19.06%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
183,356
shares
|
$3.66 Million
0.02% of portfolio
|
Q4 2024
Added 18.45%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
176,086
shares
|
$3.51 Million
0.0% of portfolio
|
Q3 2024
Added 6.8%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
175,848
shares
|
$3.51 Million
0.04% of portfolio
|
Q3 2024
Reduced 10.35%
|