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 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
175+ 0.52% |
$3.44K - $3.5K
|
33.7K
$669K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
160+ 0.11% |
$3.14K - $3.2K
|
140K
$2.79M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
54New |
$1.06K - $1.08K
|
54
$1.07K
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
20+ 0.06% |
$393 - $400
|
31K
$615K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
9+ 0.18% |
$177 - $180
|
5.02K
$99.8K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-35- 0.07% |
$687 - $701
|
51.7K
$1.03M
|
|
|
Apr 20, 2023
Q1 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-190- 1.57% |
$3.73K - $3.8K
|
12K
$237K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-277- 0.22% |
$5.44K - $5.55K
|
127K
$2.53M
|
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-301- 0.08% |
$5.91K - $6.03K
|
383K
$7.6M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-307Closed |
$6.03K - $6.15K
|
0
$0
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-426- 3.55% |
$8.37K - $8.53K
|
11.6K
$230K
|
|
|
May 12, 2023
Q1 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-608- 5.37% |
$11.9K - $12.2K
|
10.7K
$213K
|
|
|
May 12, 2023
Q1 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-992- 8.26% |
$19.5K - $19.9K
|
11K
$219K
|
|
|
May 15, 2023
Q1 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-1.34K- 7.33% |
$26.3K - $26.8K
|
16.9K
$336K
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.36KClosed |
$26.7K - $27.2K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.69K- 11.02% |
$72.5K - $73.9K
|
29.8K
$592K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.9K- 16.82% |
$76.6K - $78.1K
|
19.3K
$383K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.75K- 6.77% |
$93.3K - $95.1K
|
65.4K
$1.3M
|
|
|
May 15, 2023
Q1 2023
|
Advisory Resource Group
|
SELL
|
- |
-4.91K- 4.33% |
$96.4K - $98.3K
|
108K
$2.15M
|
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
SELL
|
- |
-5.17K- 33.92% |
$101K - $103K
|
10.1K
$200K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.93K- 4.3% |
$116K - $119K
|
132K
$2.62M
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-6.26K- 8.33% |
$123K - $125K
|
68.8K
$1.37M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-9.48K- 44.43% |
$186K - $190K
|
11.9K
$235K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-10.1K- 44.09% |
$198K - $202K
|
12.8K
$254K
|
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-10.3K- 12.98% |
$203K - $207K
|
69.3K
$1.38M
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-10.8K- 12.16% |
$212K - $216K
|
78K
$1.55M
|
|
|
Apr 21, 2023
Q1 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-11.8K- 18.56% |
$231K - $235K
|
51.6K
$1.02M
|
|
|
Apr 14, 2023
Q1 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-12.6K- 28.56% |
$248K - $253K
|
31.6K
$627K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-13.1K- 29.21% |
$257K - $262K
|
31.7K
$630K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-15K- 23.82% |
$295K - $300K
|
48K
$953K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-16.6KClosed |
$325K - $332K
|
0
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-17.6K- 16.91% |
$346K - $352K
|
86.4K
$1.72M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-18.3K- 6.93% |
$359K - $366K
|
246K
$4.88M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-25.7K- 9.69% |
$504K - $514K
|
239K
$4.75M
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-27.7K- 66.28% |
$544K - $555K
|
14.1K
$280K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-59.4K- 9.85% |
$1.17M - $1.19M
|
544K
$10.8M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-61.5K- 6.72% |
$1.21M - $1.23M
|
853K
$16.9M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-65.5K- 17.66% |
$1.29M - $1.31M
|
305K
$6.06M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-85.5K- 50.43% |
$1.68M - $1.71M
|
84K
$1.67M
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-125K- 40.58% |
$2.45M - $2.49M
|
182K
$3.62M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-214K- 41.54% |
$4.2M - $4.28M
|
301K
$5.98M
|
|
|
Apr 28, 2023
Q1 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-535K- 47.81% |
$10.5M - $10.7M
|
584K
$11.6M
|