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 |
|---|---|---|---|---|---|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
10,928
shares
|
$217,685
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Nov 18, 2024 Q3 2024 |
10,647
shares
|
$212,088
0.15% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
10,278
shares
|
$204,737
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
10,253
shares
|
$204,239
0.01% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
10,068
shares
|
$200,554
0.03% of portfolio
|
Q1 2023
Reduced 33.92%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
9,439
shares
|
$188,024
0.01% of portfolio
|
Q3 2024
Reduced 5.98%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
7,433
shares
|
$148,065
0.04% of portfolio
|
Q1 2024
Added 19.35%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
3,581
shares
|
$71,333
0.01% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
3,502
shares
|
$69,759
0.02% of portfolio
|
Q2 2024
Reduced 22.21%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
3,490
shares
|
$69,520
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,000
shares
|
$59,760
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
2,769
shares
|
$55,158
0.0% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
2,526
shares
|
$50,317
0.01% of portfolio
|
Q3 2024
Reduced 45.6%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
2,100
shares
|
$41,832
0.0% of portfolio
|
Q3 2024
Reduced 93.75%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
1,757
shares
|
$34,999
0.0% of portfolio
|
Q3 2024
Reduced 13.19%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
1,750
shares
|
$34,860
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
1,552
shares
|
$30,915
0.0% of portfolio
|
Q2 2024
Added 48.52%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
1,010
shares
|
$20,119
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
931
shares
|
$18,545
0.01% of portfolio
|
Q2 2024
Reduced 49.01%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
616
shares
|
$12,270
0.0% of portfolio
|
Q2 2024
Reduced 64.96%
|
|
|
Goal Vest Advisory LLC
|
Nov 06, 2024 Q3 2024 |
516
shares
|
$10,278
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
454
shares
|
$9,043
0.0% of portfolio
|
Q1 2024
Added 44.59%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
165
shares
|
$3,286
0.0% of portfolio
|
Q2 2024
Reduced 91.32%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|