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 138 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 $399 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jul 17, 2025 Q2 2025 |
59,446
shares
|
$1.18 Million
0.56% of portfolio
|
Q2 2025
Added 5.7%
|
|
|
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%
|
|
|
Hedeker Wealth, LLC
|
May 06, 2025 Q1 2025 |
54,794
shares
|
$1.09 Million
0.3% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
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%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
51,406
shares
|
$1.02 Million
0.03% of portfolio
|
Q2 2025
Added 7.48%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jul 15, 2025 Q2 2025 |
50,772
shares
|
$1.01 Million
0.52% of portfolio
|
Q2 2025
Added 21.65%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
45,536
shares
|
$906,621
0.13% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
43,586
shares
|
$867,797
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
43,090
shares
|
$857,921
0.02% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
42,684
shares
|
$849,838
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
42,576
shares
|
$847,688
0.01% of portfolio
|
Q1 2025
Added 35.7%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
41,876
shares
|
$833,751
0.02% of portfolio
|
Q1 2025
Added 26.56%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
39,662
shares
|
$789,670
0.02% of portfolio
|
Q1 2025
Added 12.62%
|
|
|
One Plus One Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
39,108
shares
|
$778,640
0.59% of portfolio
|
Q2 2025
Added 14.74%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
May 12, 2025 Q1 2025 |
37,045
shares
|
$737,565
0.43% of portfolio
|
Q1 2025
Reduced 41.41%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Apr 28, 2025 Q1 2025 |
36,789
shares
|
$732,468
0.74% of portfolio
|
Q1 2025
Added 3.84%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
36,637
shares
|
$729,442
0.01% of portfolio
|
Q1 2025
Reduced 15.45%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
34,295
shares
|
$682,813
0.09% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
34,113
shares
|
$679,189
0.0% of portfolio
|
Q2 2025
Reduced 9.82%
|
|
|
Trust CO Of Oklahoma
|
Jul 07, 2025 Q2 2025 |
33,043
shares
|
$657,886
0.21% of portfolio
|
Q1 2025
Reduced 12.78%
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
32,472
shares
|
$646,517
0.13% of portfolio
|
Q1 2025
Added 14.62%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
31,491
shares
|
$626,985
0.16% of portfolio
|
Q1 2025
Reduced 38.38%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
31,468
shares
|
$626,527
0.02% of portfolio
|
Q4 2024
Added 8.95%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
30,002
shares
|
$597,339
0.0% of portfolio
|
Q1 2025
Reduced 8.08%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
28,243
shares
|
$562,318
0.04% of portfolio
|
Q2 2025
Added 0.54%
|