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 137 institutions that hold shares in the stock, with a total of 19.1 Million shares, which have been reported (via 13F filing form) to have a value of $377 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
56,594
shares
|
$1.11 Million
0.07% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
54,492
shares
|
$1.07 Million
0.46% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 17, 2025 Q4 2024 |
53,424
shares
|
$1.05 Million
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Hedeker Wealth, LLC
|
Jan 27, 2025 Q4 2024 |
53,390
shares
|
$1.05 Million
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
51,107
shares
|
$1.01 Million
0.24% of portfolio
|
Q4 2024
Reduced 6.53%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
48,332
shares
|
$951,173
0.01% of portfolio
|
Q4 2024
Reduced 10.25%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
47,828
shares
|
$941,255
0.03% of portfolio
|
Q1 2025
Added 200.94%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
43,468
shares
|
$855,450
0.02% of portfolio
|
Q4 2024
Added 6.76%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
43,332
shares
|
$852,773
0.01% of portfolio
|
Q4 2024
Reduced 27.57%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
41,876
shares
|
$824,119
0.02% of portfolio
|
Q1 2025
Added 26.56%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
41,802
shares
|
$822,663
0.01% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Apr 16, 2025 Q1 2025 |
41,735
shares
|
$821,344
0.48% of portfolio
|
Q1 2025
Added 15.61%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
41,711
shares
|
$820,872
0.05% of portfolio
|
Q4 2024
Added 23.41%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
40,136
shares
|
$789,876
0.12% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
37,826
shares
|
$744,415
0.0% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Inspirion Wealth Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
35,495
shares
|
$698,541
0.1% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Feb 10, 2025 Q4 2024 |
35,427
shares
|
$697,203
0.75% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
35,216
shares
|
$693,050
0.02% of portfolio
|
Q4 2024
Added 9.42%
|
|
|
One Plus One Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
34,085
shares
|
$670,792
0.49% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
33,198
shares
|
$653,336
0.02% of portfolio
|
Q4 2024
Reduced 31.35%
|
|
|
Trust CO Of Oklahoma
|
Apr 14, 2025 Q1 2025 |
33,043
shares
|
$650,286
0.23% of portfolio
|
Q1 2025
Reduced 12.78%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
32,640
shares
|
$642,355
0.0% of portfolio
|
Q4 2024
Added 18.38%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
31,375
shares
|
$617,460
0.01% of portfolio
|
Q4 2024
Added 14.42%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
28,905
shares
|
$568,850
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Security Financial Services, Inc.
|
Feb 13, 2025 Q4 2024 |
28,331
shares
|
$557,554
0.12% of portfolio
|
Q4 2024
Reduced 11.3%
|