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 135 institutions that hold shares in the stock, with a total of 20.7 Million shares, which have been reported (via 13F filing form) to have a value of $416 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Francis Financial, Inc.
New York, NY |
Aug 08, 2025 Q2 2025 |
133,797
shares
|
$2.69 Million
0.75% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
133,062
shares
|
$2.68 Million
0.03% of portfolio
|
Q2 2025
Added 269.2%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
132,804
shares
|
$2.67 Million
0.03% of portfolio
|
Q1 2025
Reduced 12.04%
|
|
|
Advisory Resource Group
|
Aug 08, 2025 Q2 2025 |
124,929
shares
|
$2.51 Million
0.6% of portfolio
|
Q2 2025
Added 4.33%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
122,891
shares
|
$2.47 Million
0.0% of portfolio
|
Q3 2025
Added 41.18%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
118,889
shares
|
$2.39 Million
0.01% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
117,734
shares
|
$2.37 Million
0.1% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
116,454
shares
|
$2.34 Million
0.03% of portfolio
|
Q3 2024
Added 17.92%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
102,208
shares
|
$2.06 Million
0.06% of portfolio
|
Q2 2025
Added 6.57%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
97,068
shares
|
$1.95 Million
0.01% of portfolio
|
Q2 2025
Reduced 40.93%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
96,665
shares
|
$1.94 Million
0.08% of portfolio
|
Q3 2022
Added 43.85%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
95,603
shares
|
$1.92 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
89,466
shares
|
$1.8 Million
0.01% of portfolio
|
Q2 2025
Added 226.34%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
86,031
shares
|
$1.73 Million
0.01% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
84,361
shares
|
$1.7 Million
0.3% of portfolio
|
Q1 2023
Added 2.49%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jul 23, 2025 Q2 2025 |
80,310
shares
|
$1.62 Million
1.08% of portfolio
|
Q2 2025
Reduced 13.23%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
77,138
shares
|
$1.55 Million
0.05% of portfolio
|
Q3 2025
Added 50.06%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
75,748
shares
|
$1.52 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.09%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
75,504
shares
|
$1.52 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
74,399
shares
|
$1.5 Million
0.04% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Oct 08, 2025 Q3 2025 |
65,655
shares
|
$1.32 Million
0.55% of portfolio
|
Q3 2025
Added 10.44%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
63,100
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
62,682
shares
|
$1.26 Million
0.49% of portfolio
|
Q4 2023
Reduced 8.91%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
59,265
shares
|
$1.19 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
58,157
shares
|
$1.17 Million
0.01% of portfolio
|
Q2 2025
Added 36.6%
|