Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
408+ 0.35% |
$8.08K - $8.15K
|
117K
$2.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
331+ 2.69% |
$6.55K - $6.61K
|
12.6K
$251K
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
222+ 0.8% |
$4.4K - $4.43K
|
28.1K
$557K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
154+ 0.41% |
$3.05K - $3.08K
|
37.8K
$750K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
132+ 7.56% |
$2.61K - $2.64K
|
1.88K
$37.2K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
130New |
$2.57K - $2.6K
|
130
$2.58K
|
|
|
Apr 14, 2025
Q1 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
109+ 0.32% |
$2.16K - $2.18K
|
34.1K
$676K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
57+ 0.25% |
$1.13K - $1.14K
|
22.9K
$454K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
47+ 0.03% |
$931 - $939
|
170K
$3.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
32+ 0.3% |
$634 - $639
|
10.9K
$215K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.79% |
$39.6 - $39.9
|
255
$5.05K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-33- 0.22% |
$653 - $659
|
14.7K
$290K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-96- 2.36% |
$1.9K - $1.92K
|
3.97K
$78.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-119- 1.07% |
$2.36K - $2.38K
|
11K
$219K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-225- 0.37% |
$4.46K - $4.49K
|
60K
$1.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-277- 0.04% |
$5.48K - $5.53K
|
753K
$14.9M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-277- 0.51% |
$5.48K - $5.53K
|
54.2K
$1.07M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-333- 0.93% |
$6.59K - $6.65K
|
35.5K
$704K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-342- 1.42% |
$6.77K - $6.83K
|
23.7K
$469K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-378- 0.87% |
$7.48K - $7.55K
|
43.1K
$854K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-498- 2.7% |
$9.86K - $9.95K
|
18K
$356K
|
|
|
Apr 28, 2025
Q1 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-554- 0.61% |
$11K - $11.1K
|
90.3K
$1.79M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-600- 28.57% |
$11.9K - $12K
|
1.5K
$29.7K
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-646- 3.12% |
$12.8K - $12.9K
|
20.1K
$398K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1K- 6.04% |
$19.8K - $20K
|
15.5K
$308K
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-1.07K- 1.14% |
$21.2K - $21.4K
|
92.6K
$1.83M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.09K- 9.78% |
$21.6K - $21.7K
|
10K
$199K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.5K- 11.11% |
$29.7K - $30K
|
12K
$238K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.62K- 9.03% |
$32.2K - $32.4K
|
16.4K
$324K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.73K- 5.21% |
$34.3K - $34.5K
|
31.5K
$624K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-2.19K- 8.2% |
$43.4K - $43.8K
|
24.6K
$487K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.26K- 1.4% |
$44.7K - $45.1K
|
159K
$3.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.26K- 2.95% |
$44.7K - $45.1K
|
74.2K
$1.47M
|
|
|
Jun 02, 2025
Q1 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
SELL
|
- |
-2.39K- 16.71% |
$47.4K - $47.8K
|
11.9K
$236K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.64K- 8.08% |
$52.2K - $52.7K
|
30K
$595K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-4.43K- 2.41% |
$87.6K - $88.4K
|
179K
$3.55M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-4.56K- 6.39% |
$90.3K - $91.1K
|
66.8K
$1.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-4.84K- 12.78% |
$95.9K - $96.7K
|
33K
$655K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.7K- 15.45% |
$133K - $134K
|
36.6K
$726K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.56K- 7.3% |
$150K - $151K
|
95.9K
$1.9M
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-7.7K- 10.89% |
$152K - $154K
|
63K
$1.25M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.71K- 4.4% |
$153K - $154K
|
168K
$3.32M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-9.5K- 35.98% |
$188K - $190K
|
16.9K
$335K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.9K- 10.77% |
$216K - $218K
|
90.3K
$1.79M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-13.5K- 6.05% |
$266K - $269K
|
209K
$4.14M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-14.9K- 6.27% |
$295K - $297K
|
223K
$4.41M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-17.2K- 50.0% |
$341K - $344K
|
17.2K
$342K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-18.2K- 12.04% |
$360K - $363K
|
133K
$2.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-18.5K- 40.29% |
$366K - $369K
|
27.4K
$543K
|