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 136 institutions that hold shares in the stock, with a total of 18.8 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 |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
3,541,435
shares
|
$70.6 Million
0.01% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,563,861
shares
|
$31.2 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,366,653
shares
|
$27.2 Million
0.04% of portfolio
|
Q3 2024
Added 17.07%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,318,387
shares
|
$26.3 Million
0.01% of portfolio
|
Q4 2024
Added 11.77%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
752,860
shares
|
$15 Million
8.0% of portfolio
|
Q4 2024
Added 17.3%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
732,127
shares
|
$14.6 Million
0.02% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
712,254
shares
|
$14.2 Million
1.47% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
580,630
shares
|
$11.6 Million
0.0% of portfolio
|
Q4 2024
Added 5.73%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
547,562
shares
|
$10.9 Million
0.68% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
409,841
shares
|
$8.17 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
387,888
shares
|
$7.73 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Feb 13, 2025 Q4 2024 |
341,099
shares
|
$6.8 Million
2.25% of portfolio
|
Q4 2024
Added 12.2%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
288,801
shares
|
$5.76 Million
0.11% of portfolio
|
Q4 2022
Reduced 12.53%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
253,799
shares
|
$5.06 Million
0.03% of portfolio
|
Q4 2024
Reduced 9.51%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
252,300
shares
|
$5.03 Million
0.54% of portfolio
|
Q4 2024
Added 5.53%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
237,619
shares
|
$4.74 Million
0.02% of portfolio
|
Q4 2024
Added 5.73%
|
|
|
Condor Capital Management
Martinsville, NJ |
Feb 11, 2025 Q4 2024 |
227,821
shares
|
$4.54 Million
0.41% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
222,331
shares
|
$4.43 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.47%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
210,015
shares
|
$4.19 Million
0.0% of portfolio
|
Q4 2024
Added 7.97%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
209,205
shares
|
$4.17 Million
0.26% of portfolio
|
Q4 2024
Added 6.81%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
193,320
shares
|
$3.85 Million
0.02% of portfolio
|
Q4 2024
Added 5.03%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
183,356
shares
|
$3.65 Million
0.02% of portfolio
|
Q4 2024
Added 18.45%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
175,263
shares
|
$3.49 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
169,966
shares
|
$3.39 Million
0.48% of portfolio
|
Q4 2024
Added 85.42%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
161,483
shares
|
$3.22 Million
0.01% of portfolio
|
Q4 2024
Reduced 18.72%
|