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 137 institutions that hold shares in the stock, with a total of 19.1 Million shares, which have been reported (via 13F filing form) to have a value of $377 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
12,026
shares
|
$236,671
0.03% of portfolio
|
Q4 2024
Added 376.09%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
12,000
shares
|
$236,160
0.02% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
11,889
shares
|
$233,975
0.01% of portfolio
|
Q2 2020
Added 20.05%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
11,776
shares
|
$231,751
0.0% of portfolio
|
Q4 2024
Reduced 14.02%
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
11,748
shares
|
$231,200
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
11,500
shares
|
$226,320
0.07% of portfolio
|
Q4 2022
Reduced 17.86%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
11,138
shares
|
$219,195
0.0% of portfolio
|
Q4 2024
Reduced 42.13%
|
|
|
Black Diamond Wealth Management Inc.
|
Feb 10, 2025 Q4 2024 |
11,137
shares
|
$219,176
0.15% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Apr 10, 2025 Q1 2025 |
11,045
shares
|
$217,365
0.1% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Alta Wealth Advisors LLC
|
Jan 23, 2025 Q4 2024 |
10,831
shares
|
$213,154
0.09% of portfolio
|
Q4 2024
Reduced 34.13%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Jan 22, 2025 Q4 2024 |
10,728
shares
|
$211,127
0.17% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
10,278
shares
|
$202,271
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Lvz, Inc.
|
Apr 22, 2025 Q1 2025 |
10,068
shares
|
$198,138
0.03% of portfolio
|
Q1 2023
Reduced 33.92%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
10,000
shares
|
$196,800
0.0% of portfolio
|
Q4 2024
Reduced 11.21%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
9,439
shares
|
$185,759
0.01% of portfolio
|
Q3 2024
Reduced 5.98%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
7,433
shares
|
$146,281
0.05% of portfolio
|
Q1 2024
Added 19.35%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
5,674
shares
|
$111,664
0.01% of portfolio
|
Q1 2025
Added 113380.0%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
5,000
shares
|
$98,400
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
3,974
shares
|
$78,208
0.0% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
3,490
shares
|
$68,683
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
3,205
shares
|
$63,074
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,000
shares
|
$59,040
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
2,769
shares
|
$54,493
0.0% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,742
shares
|
$53,962
0.0% of portfolio
|
Q4 2024
Reduced 80.66%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
2,679
shares
|
$52,722
0.0% of portfolio
|
Q4 2024
Added 490.09%
|