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 122 institutions that hold shares in the stock, with a total of 17.8 Million shares, which have been reported (via 13F filing form) to have a value of $354 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Jul 26, 2024 Q2 2024 |
10,569
shares
|
$210,217
0.16% of portfolio
|
Q2 2024
Added 0.72%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
10,278
shares
|
$204,429
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
10,253
shares
|
$203,932
0.01% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2024 Q2 2024 |
10,153
shares
|
$201,943
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
10,068
shares
|
$200,252
0.03% of portfolio
|
Q1 2023
Reduced 33.92%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
10,039
shares
|
$199,675
0.01% of portfolio
|
Q4 2023
Reduced 4.84%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
7,433
shares
|
$147,842
0.04% of portfolio
|
Q1 2024
Added 19.35%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
4,643
shares
|
$92,349
0.02% of portfolio
|
Q2 2024
Added 10.65%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
3,581
shares
|
$71,226
0.01% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
3,502
shares
|
$69,654
0.02% of portfolio
|
Q2 2024
Reduced 22.21%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2024 Q2 2024 |
3,490
shares
|
$69,416
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,000
shares
|
$59,670
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
2,769
shares
|
$55,075
0.0% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
2,024
shares
|
$40,257
0.0% of portfolio
|
Q2 2024
Reduced 25.29%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
1,750
shares
|
$34,807
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
1,552
shares
|
$30,869
0.0% of portfolio
|
Q2 2024
Added 48.52%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 12, 2024 Q2 2024 |
1,010
shares
|
$20,088
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 12, 2024 Q2 2024 |
931
shares
|
$18,517
0.01% of portfolio
|
Q2 2024
Reduced 49.01%
|
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
616
shares
|
$12,252
0.0% of portfolio
|
Q2 2024
Reduced 64.96%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
454
shares
|
$9,030
0.0% of portfolio
|
Q1 2024
Added 44.59%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
165
shares
|
$3,281
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
|