Purchases and Sales Made in Q1 2023 in 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) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TR ET FD III SHORT DURAT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
656K+ 21.25% |
$12.9M - $13.1M
|
3.74M
$74.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
287K+ 26.61% |
$5.64M - $5.75M
|
1.37M
$27.2M
|
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
218KNew |
$4.28M - $4.36M
|
218K
$4.33M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
204K+ 17.72% |
$4.01M - $4.09M
|
1.36M
$27M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
187K+ 298.97% |
$3.67M - $3.74M
|
249K
$4.95M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
99.7KNew |
$1.96M - $2M
|
99.7K
$1.98M
|
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
BUY
|
- |
80.4K+ 40.15% |
$1.58M - $1.61M
|
281K
$5.58M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
79.9KNew |
$1.57M - $1.6M
|
79.9K
$1.59M
|
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
50.2K+ 47.34% |
$985K - $1M
|
156K
$3.11M
|
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
39.6K+ 9.76% |
$777K - $792K
|
445K
$8.85M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
35.7K+ 30.88% |
$702K - $715K
|
151K
$3.01M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
29.8K+ 100.42% |
$585K - $597K
|
59.5K
$1.18M
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
19.1KNew |
$375K - $382K
|
19.1K
$380K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.9K+ 4.76% |
$293K - $298K
|
328K
$6.52M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.7K+ 5.5% |
$289K - $295K
|
282K
$5.61M
|
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
14KNew |
$275K - $280K
|
14K
$278K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.4K+ 11.21% |
$262K - $268K
|
133K
$2.64M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
13.3KNew |
$260K - $265K
|
13.3K
$264K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.9KNew |
$254K - $259K
|
12.9K
$257K
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
12.8K+ 60.84% |
$252K - $257K
|
33.9K
$675K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
12.6K+ 36.8% |
$248K - $253K
|
47K
$934K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12.4KNew |
$244K - $249K
|
12.4K
$247K
|
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
8.85KNew |
$174K - $177K
|
8.85K
$176K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.55K+ 855400.0% |
$168K - $171K
|
8.56K
$170K
|
|
|
Apr 07, 2023
Q1 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
8.51K+ 17.63% |
$167K - $170K
|
56.8K
$1.13M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.1K+ 13.74% |
$159K - $162K
|
67K
$1.33M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.9K+ 27.81% |
$155K - $158K
|
36.3K
$722K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.3K+ 4.26% |
$143K - $146K
|
179K
$3.56M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6.59KNew |
$130K - $132K
|
6.59K
$131K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.34K+ 67.13% |
$124K - $127K
|
15.8K
$314K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4K+ 4.96% |
$78.6K - $80.1K
|
84.7K
$1.68M
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
3.55K+ 3.57% |
$69.8K - $71.2K
|
103K
$2.05M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.39K+ 5.61% |
$66.5K - $67.8K
|
63.7K
$1.27M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.3KNew |
$64.9K - $66.1K
|
3.3K
$65.7K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3.23KNew |
$63.4K - $64.6K
|
3.23K
$64.2K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.11K+ 1.89% |
$61.1K - $62.3K
|
168K
$3.34M
|
|
|
Apr 13, 2023
Q1 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
2.9K+ 17.91% |
$57K - $58.1K
|
19.1K
$380K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.19K+ 23.65% |
$43.1K - $43.9K
|
11.5K
$228K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
2.05K+ 2.49% |
$40.2K - $41K
|
84.4K
$1.68M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.8KNew |
$35.4K - $36K
|
1.8K
$35.8K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.32K+ 10.25% |
$25.9K - $26.4K
|
14.2K
$282K
|
|
|
May 12, 2023
Q1 2023
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
1K+ 1.28% |
$19.6K - $20K
|
79.3K
$1.58M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
840+ 5.05% |
$16.5K - $16.8K
|
17.5K
$347K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
750+ 37.5% |
$14.7K - $15K
|
2.75K
$54.7K
|
|
|
May 15, 2023
Q1 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
658+ 1.94% |
$12.9K - $13.2K
|
34.6K
$687K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
616New |
$12.1K - $12.3K
|
616
$12.3K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
576+ 1.11% |
$11.3K - $11.5K
|
52.3K
$1.04M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
552+ 23.43% |
$10.8K - $11.1K
|
2.91K
$57.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
420+ 1.02% |
$8.25K - $8.41K
|
41.6K
$828K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
281+ 4.1% |
$5.52K - $5.63K
|
7.13K
$142K
|