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 125 institutions that hold shares in the stock, with a total of 16.3 Million shares, which have been reported (via 13F filing form) to have a value of $325 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
19,245
shares
|
$384,130
0.0% of portfolio
|
Q3 2024
Reduced 61.86%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
18,167
shares
|
$362,613
0.03% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
17,331
shares
|
$345,926
0.07% of portfolio
|
Q2 2024
Added 9.23%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
16,660
shares
|
$332,533
0.01% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Alta Wealth Advisors LLC
|
Oct 18, 2024 Q3 2024 |
16,443
shares
|
$328,202
0.15% of portfolio
|
Q3 2024
Reduced 3.84%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
16,327
shares
|
$325,886
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
15,312
shares
|
$305,627
0.02% of portfolio
|
Q3 2024
Reduced 27.38%
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
15,240
shares
|
$304,190
0.04% of portfolio
|
Q3 2024
Reduced 72.18%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
15,071
shares
|
$300,817
0.03% of portfolio
|
Q3 2024
Added 24.96%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
15,000
shares
|
$299,400
0.03% of portfolio
|
Q3 2023
Reduced 7.41%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,830
shares
|
$296,006
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
14,714
shares
|
$293,691
0.0% of portfolio
|
Q3 2024
Reduced 4.85%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Nov 12, 2024 Q3 2024 |
14,709
shares
|
$293,591
0.13% of portfolio
|
Q3 2024
Added 25.58%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
14,274
shares
|
$284,909
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
14,175
shares
|
$282,933
0.01% of portfolio
|
Q3 2024
Reduced 14.46%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
14,116
shares
|
$281,755
0.03% of portfolio
|
Q3 2024
Reduced 22.58%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
13,697
shares
|
$273,392
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
13,500
shares
|
$269,460
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 11, 2024 Q3 2024 |
13,003
shares
|
$259,539
0.13% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
12,853
shares
|
$256,545
0.0% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
12,453
shares
|
$248,561
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
11,889
shares
|
$237,304
0.01% of portfolio
|
Q2 2020
Added 20.05%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
11,788
shares
|
$235,288
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
11,500
shares
|
$229,540
0.07% of portfolio
|
Q4 2022
Reduced 17.86%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
11,262
shares
|
$224,789
0.01% of portfolio
|
Q2 2024
New holding
|