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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Francis Financial, Inc.
New York, NY |
Aug 08, 2025 Q2 2025 |
133,797
shares
|
$2.68 Million
0.75% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
132,804
shares
|
$2.66 Million
0.03% of portfolio
|
Q1 2025
Reduced 12.04%
|
|
|
Advisory Resource Group
|
Aug 08, 2025 Q2 2025 |
124,929
shares
|
$2.5 Million
0.6% of portfolio
|
Q2 2025
Added 4.33%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
118,889
shares
|
$2.38 Million
0.01% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
117,220
shares
|
$2.34 Million
0.1% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
116,454
shares
|
$2.33 Million
0.03% of portfolio
|
Q3 2024
Added 17.92%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
102,208
shares
|
$2.04 Million
0.06% of portfolio
|
Q2 2025
Added 6.57%
|
|
|
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%
|
|
|
Vishria Bird Financial Group, LLC
|
Jul 07, 2025 Q2 2025 |
89,701
shares
|
$1.79 Million
0.67% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
89,466
shares
|
$1.79 Million
0.01% of portfolio
|
Q2 2025
Added 226.34%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
87,045
shares
|
$1.74 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
86,031
shares
|
$1.72 Million
0.01% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
84,361
shares
|
$1.69 Million
0.3% of portfolio
|
Q1 2023
Added 2.49%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jul 23, 2025 Q2 2025 |
80,310
shares
|
$1.61 Million
1.08% of portfolio
|
Q2 2025
Reduced 13.23%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
75,748
shares
|
$1.51 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.09%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
75,504
shares
|
$1.51 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
74,399
shares
|
$1.49 Million
0.04% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
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%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jul 17, 2025 Q2 2025 |
59,446
shares
|
$1.19 Million
0.56% of portfolio
|
Q2 2025
Added 5.7%
|
|
|
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%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
56,594
shares
|
$1.13 Million
0.07% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
54,215
shares
|
$1.08 Million
0.45% of portfolio
|
Q1 2025
Reduced 0.51%
|