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 135 institutions that hold shares in the stock, with a total of 20.7 Million shares, which have been reported (via 13F filing form) to have a value of $416 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
|
$241,320
0.02% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
11,889
shares
|
$239,087
0.01% of portfolio
|
Q2 2020
Added 20.05%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
11,689
shares
|
$235,065
0.0% of portfolio
|
Q2 2025
Reduced 22.15%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
11,342
shares
|
$228,087
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
10,935
shares
|
$219,902
0.01% of portfolio
|
Q1 2025
Added 15.85%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
10,904
shares
|
$219,279
0.15% of portfolio
|
Q2 2025
Reduced 8.61%
|
|
|
Black Diamond Wealth Management Inc.
|
Aug 13, 2025 Q2 2025 |
10,635
shares
|
$213,869
0.14% of portfolio
|
Q2 2025
Reduced 4.51%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
10,342
shares
|
$207,977
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
10,278
shares
|
$206,690
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
10,053
shares
|
$202,165
0.03% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
10,000
shares
|
$201,100
0.0% of portfolio
|
Q4 2024
Reduced 11.21%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
7,433
shares
|
$149,477
0.05% of portfolio
|
Q1 2024
Added 19.35%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
5,718
shares
|
$114,988
0.01% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
5,639
shares
|
$113,400
0.0% of portfolio
|
Q3 2025
Added 9.41%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
5,000
shares
|
$100,550
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
3,490
shares
|
$70,183
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,000
shares
|
$60,330
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
2,769
shares
|
$55,684
0.0% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
2,722
shares
|
$54,739
0.0% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
2,679
shares
|
$53,874
0.0% of portfolio
|
Q4 2024
Added 490.09%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
1,941
shares
|
$39,033
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,781
shares
|
$35,815
0.0% of portfolio
|
Q3 2025
Reduced 81.41%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
1,750
shares
|
$35,192
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
1,640
shares
|
$32,980
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
1,630
shares
|
$32,779
0.0% of portfolio
|
Q2 2025
Reduced 13.25%
|