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 |
|---|---|---|---|---|---|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
27,673
shares
|
$550,969
0.01% of portfolio
|
Q1 2025
Added 10.63%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
27,415
shares
|
$545,832
0.0% of portfolio
|
Q1 2025
Reduced 40.29%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
24,550
shares
|
$488,790
0.04% of portfolio
|
Q1 2025
Reduced 8.2%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
23,664
shares
|
$471,150
0.01% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
22,884
shares
|
$455,620
0.09% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
17,967
shares
|
$357,722
0.18% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
17,626
shares
|
$350,933
0.04% of portfolio
|
Q1 2025
Added 27.13%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
17,244
shares
|
$343,328
0.03% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
17,242
shares
|
$343,288
0.05% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
17,235
shares
|
$343,148
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
16,897
shares
|
$336,419
0.01% of portfolio
|
Q1 2025
Reduced 35.98%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
16,500
shares
|
$328,515
0.09% of portfolio
|
Q2 2025
Added 43.48%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
16,355
shares
|
$325,628
0.02% of portfolio
|
Q1 2025
Reduced 9.03%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
15,546
shares
|
$309,520
0.01% of portfolio
|
Q1 2025
Reduced 6.04%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
15,312
shares
|
$304,861
0.01% of portfolio
|
Q3 2024
Reduced 27.38%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
15,015
shares
|
$298,948
0.01% of portfolio
|
Q1 2025
Reduced 64.08%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
15,000
shares
|
$298,650
0.03% of portfolio
|
Q3 2023
Reduced 7.41%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 14, 2025 Q2 2025 |
14,700
shares
|
$292,677
0.11% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Howard Capital Management Inc.
|
May 08, 2025 Q1 2025 |
14,492
shares
|
$288,535
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
14,201
shares
|
$282,741
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
13,862
shares
|
$275,992
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
13,580
shares
|
$270,377
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
13,360
shares
|
$265,997
0.0% of portfolio
|
Q1 2025
Added 13.45%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
13,000
shares
|
$258,830
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
12,453
shares
|
$247,939
0.01% of portfolio
|
Q3 2022
New holding
|