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 |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
63,100
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
62,682
shares
|
$1.26 Million
0.49% of portfolio
|
Q4 2023
Reduced 8.91%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
58,113
shares
|
$1.17 Million
0.04% of portfolio
|
Q3 2025
Added 28.02%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
57,250
shares
|
$1.15 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Oct 01, 2025 Q3 2025 |
56,667
shares
|
$1.14 Million
0.24% of portfolio
|
Q3 2025
Added 53.03%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
56,594
shares
|
$1.14 Million
0.07% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
55,398
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2025 Q3 2025 |
52,583
shares
|
$1.06 Million
0.08% of portfolio
|
Q3 2025
Added 119.76%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 20, 2025 Q3 2025 |
49,573
shares
|
$995,921
0.44% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
48,942
shares
|
$983,244
0.35% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
45,857
shares
|
$921,267
0.0% of portfolio
|
Q3 2025
Reduced 39.46%
|
|
|
Occidental Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
45,536
shares
|
$914,818
0.12% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
43,586
shares
|
$875,642
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
40,285
shares
|
$809,325
0.01% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
40,200
shares
|
$807,618
0.0% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
39,911
shares
|
$801,811
0.01% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
39,630
shares
|
$796,166
0.1% of portfolio
|
Q3 2025
Added 15.56%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
38,742
shares
|
$778,326
0.14% of portfolio
|
Q3 2025
Added 7.09%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 03, 2025 Q3 2025 |
37,182
shares
|
$746,986
0.67% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
36,637
shares
|
$736,037
0.0% of portfolio
|
Q1 2025
Reduced 15.45%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
35,649
shares
|
$716,188
0.01% of portfolio
|
Q3 2025
Reduced 16.48%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
33,590
shares
|
$674,823
0.01% of portfolio
|
Q3 2025
Reduced 22.05%
|
|
|
Trust CO Of Oklahoma
|
Oct 21, 2025 Q3 2025 |
33,043
shares
|
$663,833
0.2% of portfolio
|
Q1 2025
Reduced 12.78%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
32,257
shares
|
$648,043
0.0% of portfolio
|
Q3 2025
Reduced 5.44%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 13, 2025 Q3 2025 |
31,491
shares
|
$632,654
0.16% of portfolio
|
Q1 2025
Reduced 38.38%
|
|