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 |
|---|---|---|---|---|---|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
12,000
shares
|
$238,920
0.02% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Jun 02, 2025 Q1 2025 |
11,931
shares
|
$237,546
0.17% of portfolio
|
Q1 2025
Reduced 16.71%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
11,910
shares
|
$237,128
0.0% of portfolio
|
Q1 2025
Added 271.61%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
11,889
shares
|
$236,709
0.01% of portfolio
|
Q2 2020
Added 20.05%
|
|
|
Castle Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
11,748
shares
|
$233,902
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Black Diamond Wealth Management Inc.
|
May 13, 2025 Q1 2025 |
11,137
shares
|
$221,737
0.18% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
10,935
shares
|
$217,715
0.01% of portfolio
|
Q1 2025
Added 15.85%
|
|
|
Alta Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
10,863
shares
|
$216,282
0.1% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
10,278
shares
|
$204,634
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
10,153
shares
|
$202,146
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
10,053
shares
|
$200,155
0.03% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
10,049
shares
|
$200,075
0.0% of portfolio
|
Q1 2025
Reduced 9.78%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
10,000
shares
|
$199,100
0.0% of portfolio
|
Q4 2024
Reduced 11.21%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
9,581
shares
|
$190,757
0.02% of portfolio
|
Q1 2025
Added 1455.36%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
7,433
shares
|
$147,991
0.05% of portfolio
|
Q1 2024
Added 19.35%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
5,718
shares
|
$113,845
0.01% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
5,154
shares
|
$102,616
0.0% of portfolio
|
Q2 2025
Added 29.69%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
5,000
shares
|
$99,550
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
3,490
shares
|
$69,485
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,000
shares
|
$59,730
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
2,769
shares
|
$55,130
0.0% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
2,742
shares
|
$54,593
0.0% of portfolio
|
Q4 2024
Reduced 80.66%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
2,679
shares
|
$53,338
0.0% of portfolio
|
Q4 2024
Added 490.09%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
1,879
shares
|
$37,410
0.0% of portfolio
|
Q1 2025
Added 7.56%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
1,750
shares
|
$34,842
0.01% of portfolio
|
Q4 2023
New holding
|