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 124 institutions that hold shares in the stock, with a total of 16.2 Million shares, which have been reported (via 13F filing form) to have a value of $323 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Jul 30, 2024 Q2 2024 |
43,364
shares
|
$863,810
0.06% of portfolio
|
Q2 2024
Added 88.47%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
41,909
shares
|
$834,827
0.0% of portfolio
|
Q3 2024
Added 101.84%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
40,716
shares
|
$811,062
0.02% of portfolio
|
Q3 2024
Added 57.0%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
39,630
shares
|
$789,429
0.11% of portfolio
|
Q3 2024
Reduced 15.24%
|
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
38,786
shares
|
$772,617
0.13% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Trust CO Of Oklahoma
|
Oct 15, 2024 Q3 2024 |
37,884
shares
|
$754,649
0.25% of portfolio
|
Q3 2023
Added 19.95%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
36,173
shares
|
$720,566
0.01% of portfolio
|
Q3 2023
Reduced 10.9%
|
|
|
One Plus One Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
34,576
shares
|
$688,753
0.41% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
34,529
shares
|
$687,817
0.0% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 04, 2024 Q3 2024 |
34,426
shares
|
$685,765
0.67% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
33,798
shares
|
$673,256
0.06% of portfolio
|
Q3 2024
Added 54.89%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
33,200
shares
|
$661,344
0.02% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
32,184
shares
|
$641,105
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
31,941
shares
|
$636,264
0.13% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
28,196
shares
|
$561,664
0.02% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
27,572
shares
|
$549,234
0.0% of portfolio
|
Q3 2024
Reduced 53.21%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
27,420
shares
|
$546,206
0.01% of portfolio
|
Q3 2024
Reduced 20.39%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
26,077
shares
|
$519,453
0.04% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
23,328
shares
|
$464,693
0.0% of portfolio
|
Q3 2024
Added 114.73%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
21,234
shares
|
$422,981
0.09% of portfolio
|
Q3 2024
Reduced 15.54%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Nov 01, 2024 Q3 2024 |
20,571
shares
|
$409,774
0.14% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 16, 2024 Q3 2024 |
20,135
shares
|
$401,089
0.23% of portfolio
|
Q3 2024
Added 62.97%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
19,455
shares
|
$387,543
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Oct 24, 2024 Q3 2024 |
19,455
shares
|
$387,543
0.18% of portfolio
|
Q3 2023
Added 56.52%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
19,245
shares
|
$383,360
0.0% of portfolio
|
Q3 2024
Reduced 61.86%
|