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 18.7 Million shares, which have been reported (via 13F filing form) to have a value of $373 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
1,750
shares
|
$34,807
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
1,747
shares
|
$34,747
0.0% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
1,733
shares
|
$34,469
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,558
shares
|
$30,988
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,552
shares
|
$30,869
0.0% of portfolio
|
Q2 2024
Added 48.52%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
931
shares
|
$18,517
0.01% of portfolio
|
Q2 2024
Reduced 49.01%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
616
shares
|
$12,252
0.0% of portfolio
|
Q2 2024
Reduced 64.96%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
516
shares
|
$10,263
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
253
shares
|
$5,032
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
165
shares
|
$3,281
0.0% of portfolio
|
Q2 2024
Reduced 91.32%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
5
shares
|
$99
0.01% of portfolio
|
Q4 2024
Reduced 99.86%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|