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 |
---|---|---|---|---|---|
Hobart Private Capital, LLC
Charlotte, NC |
Oct 01, 2025 Q3 2025 |
56,667
shares
|
$1.14 Million
0.24% of portfolio
|
Q3 2025
Added 53.03%
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
56,594
shares
|
$1.14 Million
0.07% of portfolio
|
Q4 2024
Added 0.02%
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 15, 2025 Q2 2025 |
50,104
shares
|
$1.01 Million
0.39% of portfolio
|
Q2 2025
Reduced 7.58%
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 20, 2025 Q3 2025 |
49,573
shares
|
$996,913
0.44% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
45,536
shares
|
$915,728
0.13% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
45,395
shares
|
$912,893
0.03% of portfolio
|
Q2 2025
Added 8.4%
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
44,041
shares
|
$885,664
0.0% of portfolio
|
Q2 2025
New holding
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
43,586
shares
|
$876,514
0.11% of portfolio
|
Q1 2025
New holding
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
43,090
shares
|
$866,539
0.02% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
42,684
shares
|
$858,375
0.01% of portfolio
|
Q1 2025
New holding
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
40,499
shares
|
$814,434
0.02% of portfolio
|
Q2 2025
Added 2.11%
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
39,899
shares
|
$802,368
0.0% of portfolio
|
Q2 2025
Added 32.99%
|
|
Inspirion Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
39,630
shares
|
$796,959
0.1% of portfolio
|
Q3 2025
Added 15.56%
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
39,337
shares
|
$791,067
0.01% of portfolio
|
Q2 2025
New holding
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
38,812
shares
|
$780,509
0.0% of portfolio
|
Q2 2025
Reduced 38.4%
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
38,742
shares
|
$779,101
0.14% of portfolio
|
Q3 2025
Added 7.09%
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
36,637
shares
|
$736,770
0.0% of portfolio
|
Q1 2025
Reduced 15.45%
|
|
Arbor Capital Management Inc
Anchorage, AK |
Aug 04, 2025 Q2 2025 |
36,436
shares
|
$732,727
0.68% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
34,113
shares
|
$686,012
0.0% of portfolio
|
Q2 2025
Reduced 9.82%
|
|
Trust CO Of Oklahoma
|
Oct 21, 2025 Q3 2025 |
33,043
shares
|
$664,494
0.2% of portfolio
|
Q1 2025
Reduced 12.78%
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
31,491
shares
|
$633,284
0.16% of portfolio
|
Q1 2025
Reduced 38.38%
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
28,402
shares
|
$571,164
0.03% of portfolio
|
Q2 2025
Added 100.0%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
28,264
shares
|
$568,389
0.01% of portfolio
|
Q2 2025
Added 2.14%
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
27,717
shares
|
$557,388
0.04% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
26,572
shares
|
$534,362
0.01% of portfolio
|
Q2 2025
Reduced 15.56%
|