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 |
|---|---|---|---|---|---|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
1,750
shares
|
$35,157
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,695
shares
|
$34,052
0.0% of portfolio
|
Q3 2025
Added 9.21%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
1,640
shares
|
$32,947
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
1,600
shares
|
$32,144
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,558
shares
|
$31,300
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
1,500
shares
|
$30,135
0.0% of portfolio
|
Q1 2025
Reduced 28.57%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
1,300
shares
|
$26,117
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
831
shares
|
$16,694
0.01% of portfolio
|
Q2 2025
Reduced 10.74%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
501
shares
|
$10,065
0.0% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
269
shares
|
$5,404
0.0% of portfolio
|
Q3 2025
Reduced 67.9%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
165
shares
|
$3,314
0.0% of portfolio
|
Q2 2024
Reduced 91.32%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
140
shares
|
$2,812
0.0% of portfolio
|
Q3 2025
Reduced 94.77%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
37
shares
|
$743
0.0% of portfolio
|
Q3 2025
Reduced 97.73%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|