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 138 institutions that hold shares in the stock, with a total of 19 Million shares, which have been reported (via 13F filing form) to have a value of $379 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foster Victor Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
27,870
shares
|
$555,727
0.05% of portfolio
|
Q4 2024
Added 6.88%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
26,743
shares
|
$533,255
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
26,392
shares
|
$526,256
0.02% of portfolio
|
Q4 2024
Reduced 6.4%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
25,013
shares
|
$498,759
0.01% of portfolio
|
Q4 2024
Reduced 30.85%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
24,006
shares
|
$478,679
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
22,827
shares
|
$455,170
0.09% of portfolio
|
Q4 2024
Added 31.71%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 13, 2025 Q4 2024 |
20,727
shares
|
$413,296
0.13% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
20,648
shares
|
$411,721
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
20,181
shares
|
$402,409
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
19,613
shares
|
$391,083
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jan 24, 2025 Q4 2024 |
19,455
shares
|
$387,932
0.15% of portfolio
|
Q3 2023
Added 56.52%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
19,455
shares
|
$387,932
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
18,465
shares
|
$368,192
0.18% of portfolio
|
Q4 2024
Added 13.09%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
17,979
shares
|
$358,501
0.03% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
16,632
shares
|
$331,642
0.03% of portfolio
|
Q4 2024
Added 10.36%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
16,546
shares
|
$329,927
0.01% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
15,893
shares
|
$316,906
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
15,312
shares
|
$305,321
0.01% of portfolio
|
Q3 2024
Reduced 27.38%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
15,000
shares
|
$299,100
0.03% of portfolio
|
Q3 2023
Reduced 7.41%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
14,855
shares
|
$296,208
0.06% of portfolio
|
Q4 2024
Reduced 30.04%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jan 30, 2025 Q4 2024 |
14,688
shares
|
$292,878
0.11% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Feb 13, 2025 Q4 2024 |
14,325
shares
|
$285,640
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Naviter Wealth, LLC
|
Feb 07, 2025 Q4 2024 |
13,865
shares
|
$276,468
0.03% of portfolio
|
Q4 2024
Reduced 9.02%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
13,500
shares
|
$269,190
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
13,000
shares
|
$259,220
0.04% of portfolio
|
Q4 2024
New holding
|