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 |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
150,984
shares
|
$3.01 Million
0.03% of portfolio
|
Q4 2024
Reduced 14.14%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
124,210
shares
|
$2.48 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.65%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
116,454
shares
|
$2.32 Million
0.03% of portfolio
|
Q3 2024
Added 17.92%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
116,365
shares
|
$2.32 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Resource Group
|
Jan 28, 2025 Q4 2024 |
112,880
shares
|
$2.25 Million
0.56% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
103,464
shares
|
$2.06 Million
0.07% of portfolio
|
Q4 2024
Added 6.49%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
101,216
shares
|
$2.02 Million
0.0% of portfolio
|
Q4 2024
Added 7.94%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
97,963
shares
|
$1.95 Million
0.01% of portfolio
|
Q4 2024
Added 13.56%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
96,665
shares
|
$1.93 Million
0.08% of portfolio
|
Q3 2022
Added 43.85%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
95,603
shares
|
$1.91 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
93,630
shares
|
$1.87 Million
1.3% of portfolio
|
Q4 2024
Added 34.42%
|
|
|
Vishria Bird Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
90,875
shares
|
$1.81 Million
0.63% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Francis Financial, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
90,835
shares
|
$1.81 Million
0.45% of portfolio
|
Q4 2024
Added 23.48%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
88,407
shares
|
$1.76 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
87,959
shares
|
$1.75 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
84,361
shares
|
$1.68 Million
0.3% of portfolio
|
Q1 2023
Added 2.49%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
77,670
shares
|
$1.55 Million
0.01% of portfolio
|
Q4 2024
Added 85.33%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
76,487
shares
|
$1.52 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jan 28, 2025 Q4 2024 |
71,404
shares
|
$1.42 Million
0.35% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
64,776
shares
|
$1.29 Million
0.0% of portfolio
|
Q4 2024
Added 177.67%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
63,429
shares
|
$1.26 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Feb 11, 2025 Q4 2024 |
63,227
shares
|
$1.26 Million
0.72% of portfolio
|
Q4 2024
Added 7.42%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
63,100
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
62,682
shares
|
$1.25 Million
0.49% of portfolio
|
Q4 2023
Reduced 8.91%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
60,191
shares
|
$1.2 Million
0.07% of portfolio
|
Q4 2024
Added 0.63%
|