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 134 institutions that hold shares in the stock, with a total of 20 Million shares, which have been reported (via 13F filing form) to have a value of $401 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
3,590,098
shares
|
$71.8 Million
0.01% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,751,968
shares
|
$35 Million
0.01% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,366,653
shares
|
$27.3 Million
0.04% of portfolio
|
Q3 2024
Added 17.07%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,341,616
shares
|
$26.8 Million
0.01% of portfolio
|
Q2 2025
Added 8.54%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
862,168
shares
|
$17.2 Million
1.59% of portfolio
|
Q2 2025
Added 6.05%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
834,208
shares
|
$16.7 Million
0.02% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
760,580
shares
|
$15.2 Million
0.0% of portfolio
|
Q2 2025
Added 7.45%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
718,763
shares
|
$14.4 Million
7.21% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
622,789
shares
|
$12.5 Million
0.73% of portfolio
|
Q2 2025
Added 5.36%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
478,116
shares
|
$9.56 Million
0.0% of portfolio
|
Q2 2025
Added 12.5%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
417,780
shares
|
$8.36 Million
0.05% of portfolio
|
Q2 2025
Added 12.84%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
416,195
shares
|
$8.32 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Jul 30, 2025 Q2 2025 |
381,862
shares
|
$7.64 Million
2.33% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
340,535
shares
|
$6.81 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.06%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
288,923
shares
|
$5.78 Million
0.0% of portfolio
|
Q2 2025
Added 28.93%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
256,449
shares
|
$5.13 Million
0.03% of portfolio
|
Q2 2025
Added 43.32%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
241,970
shares
|
$4.84 Million
0.01% of portfolio
|
Q2 2025
Added 53.45%
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2025 Q2 2025 |
232,580
shares
|
$4.65 Million
0.42% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
226,340
shares
|
$4.53 Million
0.46% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
199,372
shares
|
$3.99 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
190,924
shares
|
$3.82 Million
0.01% of portfolio
|
Q2 2025
Added 19.91%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
184,683
shares
|
$3.69 Million
0.48% of portfolio
|
Q2 2025
Added 8.63%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
167,557
shares
|
$3.35 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
147,036
shares
|
$2.94 Million
0.01% of portfolio
|
Q2 2025
Reduced 33.98%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
143,757
shares
|
$2.88 Million
0.16% of portfolio
|
Q2 2025
Reduced 4.01%
|