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 |
---|---|---|---|---|---|
Core Wealth Partners LLC
Santa Rosa, CA |
Aug 11, 2025 Q2 2025 |
25,630
shares
|
$515,419
0.26% of portfolio
|
Q2 2025
Reduced 30.81%
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
24,550
shares
|
$493,700
0.04% of portfolio
|
Q1 2025
Reduced 8.2%
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
24,419
shares
|
$491,066
0.01% of portfolio
|
Q3 2025
Added 3.73%
|
|
Elequin Capital LP
New York, NY |
Aug 11, 2025 Q2 2025 |
23,928
shares
|
$481,192
0.38% of portfolio
|
Q2 2025
New holding
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
23,394
shares
|
$470,453
0.08% of portfolio
|
Q3 2025
Added 2.23%
|
|
One Plus One Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
22,353
shares
|
$449,518
0.33% of portfolio
|
Q3 2025
Reduced 42.84%
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
19,255
shares
|
$387,218
0.03% of portfolio
|
Q2 2025
Added 11.66%
|
|
Foronjy Financial LLC
Los Osos, CA |
Oct 22, 2025 Q3 2025 |
18,737
shares
|
$376,801
0.16% of portfolio
|
Q3 2025
Reduced 7.74%
|
|
Castle Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
18,248
shares
|
$366,967
0.19% of portfolio
|
Q2 2025
Added 55.33%
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
17,895
shares
|
$359,868
0.16% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
16,550
shares
|
$332,820
0.0% of portfolio
|
Q2 2025
Added 38.96%
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
16,500
shares
|
$331,815
0.08% of portfolio
|
Q2 2025
Added 43.48%
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
16,374
shares
|
$329,281
0.02% of portfolio
|
Q2 2025
Added 0.12%
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
15,312
shares
|
$307,924
0.01% of portfolio
|
Q3 2024
Reduced 27.38%
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
15,000
shares
|
$301,650
0.03% of portfolio
|
Q3 2023
Reduced 7.41%
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Oct 20, 2025 Q3 2025 |
14,705
shares
|
$295,717
0.1% of portfolio
|
Q3 2025
Added 0.03%
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
13,641
shares
|
$274,320
0.0% of portfolio
|
Q2 2025
Reduced 20.85%
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
13,580
shares
|
$273,093
0.01% of portfolio
|
Q1 2025
New holding
|
|
Hedeker Wealth, LLC
|
Oct 21, 2025 Q3 2025 |
13,258
shares
|
$266,618
0.06% of portfolio
|
Q3 2025
Added 18.95%
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
13,000
shares
|
$261,430
0.03% of portfolio
|
Q4 2024
New holding
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
12,557
shares
|
$252,521
0.03% of portfolio
|
Q2 2025
Reduced 27.17%
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
12,453
shares
|
$250,429
0.01% of portfolio
|
Q3 2022
New holding
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
12,445
shares
|
$250,268
0.01% of portfolio
|
Q2 2025
Reduced 19.95%
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
12,386
shares
|
$249,082
0.0% of portfolio
|
Q2 2025
Added 23.26%
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
12,337
shares
|
$248,097
0.01% of portfolio
|
Q2 2025
Reduced 26.99%
|