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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-19.6K- 38.38% |
$388K - $392K
|
31.5K
$624K
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-26.2K- 41.41% |
$518K - $523K
|
37K
$734K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-26.8K- 64.08% |
$530K - $535K
|
15K
$298K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-28.2K- 97.7% |
$559K - $564K
|
664
$13.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-31.5K- 12.5% |
$624K - $630K
|
221K
$4.38M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-59.4K- 28.41% |
$1.18M - $1.19M
|
150K
$2.97M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-82.3K- 6.24% |
$1.63M - $1.64M
|
1.24M
$24.5M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-89.5K- 35.26% |
$1.77M - $1.79M
|
164K
$3.26M
|