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 139 institutions that hold shares in the stock, with a total of 21.4 Million shares, which have been reported (via 13F filing form) to have a value of $429 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
4,396,120
shares
|
$88.3 Million
0.01% of portfolio
|
Q3 2025
Added 5.83%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,439,687
shares
|
$28.9 Million
0.01% of portfolio
|
Q3 2025
Added 7.31%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,366,653
shares
|
$27.5 Million
0.04% of portfolio
|
Q3 2024
Added 17.07%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
1,189,923
shares
|
$23.9 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
943,851
shares
|
$19 Million
1.61% of portfolio
|
Q3 2025
Added 9.47%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
833,803
shares
|
$16.8 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
701,962
shares
|
$14.1 Million
6.7% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
680,193
shares
|
$13.7 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.57%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
641,990
shares
|
$12.9 Million
0.72% of portfolio
|
Q3 2025
Added 3.08%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
452,380
shares
|
$9.09 Million
0.0% of portfolio
|
Q2 2025
Added 12.5%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
441,644
shares
|
$8.87 Million
0.04% of portfolio
|
Q3 2025
Added 5.71%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
428,297
shares
|
$8.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 75.55%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
424,199
shares
|
$8.52 Million
0.0% of portfolio
|
Q3 2025
Added 46.82%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
418,010
shares
|
$8.4 Million
0.02% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
383,680
shares
|
$7.71 Million
2.19% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
335,730
shares
|
$6.74 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
304,014
shares
|
$6.11 Million
0.01% of portfolio
|
Q3 2025
Added 18.0%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
253,546
shares
|
$5.09 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 06, 2025 Q3 2025 |
246,573
shares
|
$4.95 Million
0.45% of portfolio
|
Q3 2025
Added 8.94%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
243,106
shares
|
$4.88 Million
0.0% of portfolio
|
Q3 2025
Added 45.09%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
236,103
shares
|
$4.74 Million
0.0% of portfolio
|
Q3 2025
Added 18.42%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 07, 2025 Q3 2025 |
233,955
shares
|
$4.7 Million
0.4% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
206,195
shares
|
$4.14 Million
0.01% of portfolio
|
Q3 2025
Added 8.0%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
172,129
shares
|
$3.46 Million
0.41% of portfolio
|
Q3 2025
Reduced 6.8%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
151,733
shares
|
$3.05 Million
0.01% of portfolio
|
Q3 2025
Added 3.19%
|
|