Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
228+ 22800.0% |
$4.44K - $4.58K
|
229
$4.55K
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
39+ 0.36% |
$760 - $784
|
10.8K
$215K
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
28+ 0.19% |
$545 - $563
|
14.5K
$287K
|
|
Oct 14, 2022
Q3 2022
|
Capital Market Strategies LLC
|
BUY
|
- |
10+ 0.08% |
$195 - $201
|
12.7K
$252K
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
6+ 0.12% |
$117 - $121
|
5.04K
$100K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-6- 0.23% |
$117 - $121
|
2.65K
$52.7K
|
|
Nov 14, 2022
Q3 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-102- 0.8% |
$1.99K - $2.05K
|
12.7K
$252K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-125- 1.01% |
$2.44K - $2.51K
|
12.3K
$244K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-179- 0.6% |
$3.49K - $3.6K
|
29.8K
$593K
|
|
Nov 09, 2022
Q3 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-346- 1.23% |
$6.74K - $6.95K
|
27.7K
$551K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-365- 0.21% |
$7.11K - $7.33K
|
176K
$3.49M
|
|
Nov 14, 2022
Q3 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-408- 0.93% |
$7.95K - $8.2K
|
43.6K
$866K
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-428- 0.4% |
$8.34K - $8.6K
|
108K
$2.14M
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-680- 5.15% |
$13.2K - $13.7K
|
12.5K
$249K
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-956- 5.23% |
$18.6K - $19.2K
|
17.3K
$344K
|
|
Oct 18, 2022
Q3 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1K- 2.03% |
$19.5K - $20.1K
|
48.3K
$958K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.06K- 1.27% |
$20.6K - $21.2K
|
82.4K
$1.64M
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.55K- 1.99% |
$30.2K - $31.1K
|
76.1K
$1.51M
|
|
Oct 21, 2022
Q3 2022
|
G&S Capital LLC
|
SELL
|
- |
-1.56K- 12.12% |
$30.3K - $31.3K
|
11.3K
$224K
|
|
Nov 14, 2022
Q3 2022
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-1.76K- 4.78% |
$34.2K - $35.3K
|
35K
$696K
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.5K- 11.42% |
$48.7K - $50.2K
|
19.4K
$385K
|
|
Oct 11, 2022
Q3 2022
|
Advisory Resource Group
|
SELL
|
- |
-2.65K- 2.28% |
$51.7K - $53.3K
|
114K
$2.26M
|
|
Nov 14, 2022
Q3 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-5.8K- 26.48% |
$113K - $117K
|
16.1K
$320K
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-12.8K- 47.78% |
$250K - $258K
|
14K
$279K
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-42K- 75.72% |
$817K - $843K
|
13.4K
$267K
|
|
Nov 14, 2022
Q3 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-48.9K- 24.24% |
$953K - $983K
|
153K
$3.04M
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-50K- 34.24% |
$974K - $1M
|
96K
$1.91M
|
|
Nov 10, 2022
Q3 2022
|
Hedeker Wealth, LLC
|
SELL
|
- |
-64.6K- 48.75% |
$1.26M - $1.3M
|
67.9K
$1.35M
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-74.5K- 52.1% |
$1.45M - $1.5M
|
68.5K
$1.36M
|
|
Oct 12, 2022
Q3 2022
|
Keudell
|
SELL
|
- |
-101K- 55.1% |
$1.97M - $2.03M
|
82.2K
$1.63M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-206K- 75.85% |
$4.02M - $4.15M
|
65.7K
$1.31M
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-481K- 39.71% |
$9.36M - $9.66M
|
730K
$14.5M
|