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 125 institutions that hold shares in the stock, with a total of 16.4 Million shares, which have been reported (via 13F filing form) to have a value of $326 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
116,454
shares
|
$2.31 Million
0.03% of portfolio
|
Q3 2024
Added 17.92%
|
|
|
Advisory Resource Group
|
Nov 20, 2024 Q3 2024 |
110,316
shares
|
$2.19 Million
0.53% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
106,317
shares
|
$2.11 Million
0.09% of portfolio
|
Q2 2024
Added 3.52%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
96,665
shares
|
$1.92 Million
0.08% of portfolio
|
Q3 2022
Added 43.85%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
95,823
shares
|
$1.9 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
93,771
shares
|
$1.86 Million
0.0% of portfolio
|
Q3 2024
Added 17.22%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
93,630
shares
|
$1.86 Million
1.3% of portfolio
|
Q4 2024
Added 34.42%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
91,664
shares
|
$1.82 Million
0.25% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Vishria Bird Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
90,875
shares
|
$1.8 Million
0.63% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
88,611
shares
|
$1.76 Million
0.0% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
86,266
shares
|
$1.71 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
84,361
shares
|
$1.68 Million
0.3% of portfolio
|
Q1 2023
Added 2.49%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
76,487
shares
|
$1.52 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 01, 2024 Q3 2024 |
73,565
shares
|
$1.46 Million
0.43% of portfolio
|
Q3 2024
Added 32.8%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Nov 07, 2024 Q3 2024 |
71,113
shares
|
$1.41 Million
0.36% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
63,100
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
62,682
shares
|
$1.24 Million
0.49% of portfolio
|
Q4 2023
Reduced 8.91%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
59,826
shares
|
$1.19 Million
0.01% of portfolio
|
Q2 2024
Added 2.87%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
59,817
shares
|
$1.19 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
58,857
shares
|
$1.17 Million
0.71% of portfolio
|
Q3 2024
Added 143.06%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
56,583
shares
|
$1.12 Million
0.07% of portfolio
|
Q3 2024
Added 30.48%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
54,677
shares
|
$1.09 Million
0.26% of portfolio
|
Q3 2024
Reduced 23.62%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
53,849
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 17, 2025 Q4 2024 |
53,424
shares
|
$1.06 Million
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
52,805
shares
|
$1.05 Million
0.45% of portfolio
|
Q3 2024
Reduced 12.62%
|