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 134 institutions that hold shares in the stock, with a total of 19.8 Million shares, which have been reported (via 13F filing form) to have a value of $397 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
30,002
shares
|
$599,739
0.0% of portfolio
|
Q1 2025
Reduced 8.08%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
28,402
shares
|
$567,755
0.03% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
28,264
shares
|
$564,997
0.01% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
28,243
shares
|
$564,577
0.04% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
24,550
shares
|
$490,754
0.04% of portfolio
|
Q1 2025
Reduced 8.2%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
23,540
shares
|
$470,564
0.01% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
22,884
shares
|
$457,451
0.09% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Castle Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
18,248
shares
|
$364,777
0.19% of portfolio
|
Q2 2025
Added 55.33%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
17,895
shares
|
$357,721
0.16% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
17,244
shares
|
$344,707
0.03% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
17,242
shares
|
$344,667
0.05% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
17,235
shares
|
$344,527
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
16,897
shares
|
$337,771
0.01% of portfolio
|
Q1 2025
Reduced 35.98%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
16,500
shares
|
$329,835
0.09% of portfolio
|
Q2 2025
Added 43.48%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
16,374
shares
|
$327,316
0.02% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
15,546
shares
|
$310,764
0.01% of portfolio
|
Q1 2025
Reduced 6.04%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
15,312
shares
|
$306,086
0.01% of portfolio
|
Q3 2024
Reduced 27.38%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
15,015
shares
|
$300,149
0.01% of portfolio
|
Q1 2025
Reduced 64.08%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
15,000
shares
|
$299,850
0.03% of portfolio
|
Q3 2023
Reduced 7.41%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 14, 2025 Q2 2025 |
14,700
shares
|
$293,853
0.11% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
13,580
shares
|
$271,464
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
13,000
shares
|
$259,869
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
12,453
shares
|
$248,935
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
12,000
shares
|
$239,879
0.02% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Jun 02, 2025 Q1 2025 |
11,931
shares
|
$238,500
0.17% of portfolio
|
Q1 2025
Reduced 16.71%
|