Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
49.2K+ 6.05% |
$963K - $980K
|
862K
$17.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
31.7K+ 5.36% |
$620K - $631K
|
623K
$12.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
14.2K+ 100.0% |
$278K - $283K
|
28.4K
$564K
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
9.04K+ 21.65% |
$177K - $180K
|
50.8K
$1.01M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
6.3K+ 6.57% |
$123K - $126K
|
102K
$2.03M
|
|
|
Jul 16, 2025
Q2 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
5.02K+ 14.74% |
$98.4K - $100K
|
39.1K
$776K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
5K+ 43.48% |
$97.9K - $99.7K
|
16.5K
$328K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.58K+ 7.48% |
$70.1K - $71.3K
|
51.4K
$1.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
3.21K+ 5.7% |
$62.8K - $63.9K
|
59.4K
$1.18M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.18K+ 29.69% |
$23.1K - $23.5K
|
5.15K
$102K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1KNew |
$19.6K - $19.9K
|
1K
$19.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
838New |
$16.4K - $16.7K
|
838
$16.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
604+ 0.51% |
$11.8K - $12K
|
119K
$2.36M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
591+ 2.14% |
$11.6K - $11.8K
|
28.3K
$561K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
447+ 0.38% |
$8.75K - $8.91K
|
117K
$2.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
151+ 0.54% |
$2.96K - $3.01K
|
28.2K
$561K
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
45+ 0.31% |
$881 - $897
|
14.7K
$292K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
44+ 0.78% |
$862 - $877
|
5.72K
$114K
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
SELL
|
- |
-15- 0.15% |
$294 - $299
|
10.1K
$200K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-72- 0.4% |
$1.41K - $1.43K
|
17.9K
$355K
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-620- 0.69% |
$12.1K - $12.4K
|
89.7K
$1.78M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1K- 2.15% |
$19.6K - $19.9K
|
45.5K
$904K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1.2K- 3.38% |
$23.5K - $23.9K
|
34.3K
$681K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.71K- 9.82% |
$72.7K - $74K
|
34.1K
$677K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-8.5K- 10.09% |
$166K - $169K
|
75.7K
$1.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-12.3K- 13.23% |
$240K - $244K
|
80.3K
$1.59M
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-33.8K- 4.49% |
$662K - $674K
|
719K
$14.3M
|