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 |
|---|---|---|---|---|---|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2025 Q3 2025 |
12,400
shares
|
$249,116
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Nov 14, 2025 Q3 2025 |
12,375
shares
|
$248,613
0.09% of portfolio
|
Q3 2025
Added 13.49%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
12,000
shares
|
$241,080
0.02% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
11,889
shares
|
$238,850
0.01% of portfolio
|
Q2 2020
Added 20.05%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
11,328
shares
|
$227,579
0.01% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
10,935
shares
|
$219,684
0.01% of portfolio
|
Q1 2025
Added 15.85%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 12, 2025 Q3 2025 |
10,919
shares
|
$219,362
0.14% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Alta Wealth Advisors LLC
|
Nov 03, 2025 Q3 2025 |
10,869
shares
|
$218,358
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
10,759
shares
|
$216,148
0.0% of portfolio
|
Q3 2025
Reduced 13.14%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
10,342
shares
|
$207,770
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
10,325
shares
|
$207,429
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
10,278
shares
|
$206,485
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Lvz, Inc.
|
Oct 27, 2025 Q3 2025 |
10,053
shares
|
$201,964
0.03% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
10,000
shares
|
$200,900
0.0% of portfolio
|
Q4 2024
Reduced 11.21%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
7,433
shares
|
$149,328
0.04% of portfolio
|
Q1 2024
Added 19.35%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
5,763
shares
|
$115,778
0.01% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
5,639
shares
|
$113,287
0.0% of portfolio
|
Q3 2025
Added 9.41%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
5,200
shares
|
$104,468
0.0% of portfolio
|
Q3 2025
Added 91.04%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
5,000
shares
|
$100,450
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
3,991
shares
|
$80,179
0.01% of portfolio
|
Q3 2025
Added 14.36%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
3,584
shares
|
$72,002
0.0% of portfolio
|
Q3 2025
Added 29.43%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
3,500
shares
|
$70,315
0.0% of portfolio
|
Q3 2025
Added 349900.0%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,000
shares
|
$60,270
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
1,941
shares
|
$38,994
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,781
shares
|
$35,780
0.0% of portfolio
|
Q3 2025
Reduced 81.41%
|
|