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 |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
48,549
shares
|
$964,183
0.0% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
48,361
shares
|
$960,449
0.06% of portfolio
|
Q3 2024
Reduced 9.51%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
44,312
shares
|
$880,036
0.02% of portfolio
|
Q3 2024
Reduced 7.8%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
41,909
shares
|
$832,312
0.0% of portfolio
|
Q3 2024
Added 101.84%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
40,716
shares
|
$808,619
0.02% of portfolio
|
Q3 2024
Added 57.0%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
40,136
shares
|
$797,100
0.12% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Trust CO Of Oklahoma
|
Jan 17, 2025 Q4 2024 |
37,884
shares
|
$752,376
0.25% of portfolio
|
Q3 2023
Added 19.95%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
36,173
shares
|
$718,395
0.01% of portfolio
|
Q3 2023
Reduced 10.9%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 21, 2025 Q4 2024 |
36,100
shares
|
$716,946
0.39% of portfolio
|
Q4 2024
Added 79.29%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
35,828
shares
|
$711,544
0.1% of portfolio
|
Q4 2024
Reduced 9.59%
|
|
|
One Plus One Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
34,576
shares
|
$686,679
0.41% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
34,529
shares
|
$685,745
0.0% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 04, 2024 Q3 2024 |
34,426
shares
|
$683,700
0.67% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
33,798
shares
|
$671,228
0.06% of portfolio
|
Q3 2024
Added 54.89%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
33,088
shares
|
$657,127
0.02% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
32,184
shares
|
$639,174
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
31,941
shares
|
$634,348
0.13% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
28,196
shares
|
$559,972
0.02% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
27,870
shares
|
$553,498
0.05% of portfolio
|
Q4 2024
Added 6.88%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
27,572
shares
|
$547,579
0.0% of portfolio
|
Q3 2024
Reduced 53.21%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
27,420
shares
|
$544,561
0.01% of portfolio
|
Q3 2024
Reduced 20.39%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
23,328
shares
|
$463,294
0.0% of portfolio
|
Q3 2024
Added 114.73%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
21,234
shares
|
$421,707
0.09% of portfolio
|
Q3 2024
Reduced 15.54%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 13, 2025 Q4 2024 |
20,727
shares
|
$411,638
0.13% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jan 24, 2025 Q4 2024 |
19,455
shares
|
$386,376
0.15% of portfolio
|
Q3 2023
Added 56.52%
|