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 122 institutions that hold shares in the stock, with a total of 17.5 Million shares, which have been reported (via 13F filing form) to have a value of $350 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
4,697,860
shares
|
$94 Million
0.01% of portfolio
|
Q1 2024
Reduced 6.17%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
1,237,813
shares
|
$24.8 Million
0.01% of portfolio
|
Q2 2024
Reduced 5.99%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
1,167,392
shares
|
$23.4 Million
0.03% of portfolio
|
Q2 2024
Reduced 3.22%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
709,246
shares
|
$14.2 Million
0.02% of portfolio
|
Q2 2024
Added 2.39%
|
|
Rmr Wealth Builders
|
Jul 23, 2024 Q2 2024 |
642,459
shares
|
$12.9 Million
1.46% of portfolio
|
Q2 2024
Added 5.59%
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 25, 2024 Q2 2024 |
627,564
shares
|
$12.6 Million
7.73% of portfolio
|
Q2 2024
Added 1.2%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
555,506
shares
|
$11.1 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
Tru Wealth Advisors, LLC
|
Jul 16, 2024 Q2 2024 |
534,113
shares
|
$10.7 Million
0.71% of portfolio
|
Q2 2024
Reduced 2.7%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
424,406
shares
|
$8.49 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.99%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
398,963
shares
|
$7.98 Million
0.0% of portfolio
|
Q2 2024
Added 3.84%
|
|
En Rich Financial Partners LLC
Madison, WI |
Aug 13, 2024 Q2 2024 |
290,078
shares
|
$5.8 Million
2.1% of portfolio
|
Q2 2024
Reduced 4.74%
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
288,801
shares
|
$5.78 Million
0.11% of portfolio
|
Q4 2022
Reduced 12.53%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
277,840
shares
|
$5.56 Million
0.03% of portfolio
|
Q2 2024
Added 25.11%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
245,656
shares
|
$4.92 Million
0.01% of portfolio
|
Q2 2024
Added 9.14%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
243,625
shares
|
$4.87 Million
0.01% of portfolio
|
Q2 2024
Added 147.52%
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2024 Q2 2024 |
234,430
shares
|
$4.69 Million
0.62% of portfolio
|
Q2 2024
Added 1.79%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
219,056
shares
|
$4.38 Million
0.0% of portfolio
|
Q2 2024
Added 60.7%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
211,059
shares
|
$4.22 Million
0.02% of portfolio
|
Q2 2024
Reduced 14.79%
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2024 Q2 2024 |
203,794
shares
|
$4.08 Million
0.39% of portfolio
|
Q2 2024
Added 5.72%
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
196,151
shares
|
$3.92 Million
0.04% of portfolio
|
Q2 2024
Reduced 8.98%
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2024 Q2 2024 |
194,672
shares
|
$3.9 Million
0.26% of portfolio
|
Q2 2024
Added 10.86%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
173,977
shares
|
$3.48 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.44%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
164,876
shares
|
$3.3 Million
0.0% of portfolio
|
Q2 2024
Added 11.45%
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
163,498
shares
|
$3.27 Million
0.02% of portfolio
|
Q2 2024
Added 15.07%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
154,956
shares
|
$3.1 Million
0.01% of portfolio
|
Q2 2024
Reduced 23.07%
|