Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
248K+ 1462.36% |
$4.82M - $4.92M
|
265K
$5.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
106KNew |
$2.05M - $2.1M
|
106K
$2.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
99.3K+ 26.4% |
$1.93M - $1.97M
|
475K
$9.46M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
92.4K+ 19.75% |
$1.79M - $1.83M
|
560K
$11.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
89.3KNew |
$1.73M - $1.77M
|
89.3K
$1.78M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
75.5KNew |
$1.46M - $1.5M
|
75.5K
$1.5M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
35.8KNew |
$694K - $710K
|
35.8K
$712K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
31.3K+ 14.34% |
$608K - $621K
|
250K
$4.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
31.2KNew |
$605K - $619K
|
31.2K
$621K
|
|
|
Nov 07, 2023
Q3 2023
|
Hedeker Wealth, LLC
|
BUY
|
- |
29.1KNew |
$564K - $576K
|
29.1K
$578K
|
|
|
Oct 27, 2023
Q3 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
20KNew |
$387K - $396K
|
20K
$397K
|
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
18.6K+ 3.85% |
$361K - $370K
|
503K
$10M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
18.5K+ 47.42% |
$359K - $367K
|
57.6K
$1.15M
|
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
16.9K+ 9.98% |
$328K - $335K
|
186K
$3.71M
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
15.3KNew |
$296K - $303K
|
15.3K
$304K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13.5KNew |
$262K - $268K
|
13.5K
$269K
|
|
|
Nov 14, 2023
Q3 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
13.3KNew |
$259K - $265K
|
13.3K
$266K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.6KNew |
$245K - $250K
|
12.6K
$251K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.1KNew |
$235K - $240K
|
12.1K
$241K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
11.9K+ 5.79% |
$231K - $236K
|
217K
$4.33M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
8.9K+ 2.62% |
$173K - $176K
|
349K
$6.95M
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
8.71K+ 2.27% |
$169K - $173K
|
393K
$7.81M
|
|
|
Oct 31, 2023
Q3 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
7.03K+ 56.52% |
$136K - $139K
|
19.5K
$387K
|
|
|
Oct 16, 2023
Q3 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
6.3K+ 19.95% |
$122K - $125K
|
37.9K
$754K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.91K+ 0.38% |
$95.3K - $97.4K
|
1.28M
$25.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.49K+ 16.05% |
$87.1K - $89K
|
32.5K
$646K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4KNew |
$77.5K - $79.3K
|
4K
$79.5K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.75K+ 5.57% |
$72.6K - $74.2K
|
71K
$1.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.42K+ 47.88% |
$66.2K - $67.7K
|
10.6K
$210K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.4K+ 5.56% |
$65.8K - $67.3K
|
64.5K
$1.28M
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3K+ 92.94% |
$58.2K - $59.5K
|
6.23K
$124K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.94K+ 10.32% |
$56.9K - $58.2K
|
31.4K
$625K
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.92K+ 7.77% |
$56.6K - $57.9K
|
40.5K
$806K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.96K+ 3.79% |
$37.9K - $38.8K
|
53.6K
$1.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.89K+ 11.77% |
$36.6K - $37.4K
|
17.9K
$356K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.36K+ 3.4% |
$26.4K - $27K
|
41.4K
$822K
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1.3K+ 2.07% |
$25.2K - $25.8K
|
64K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.27K+ 1.88% |
$24.7K - $25.2K
|
69.1K
$1.38M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
941+ 5.59% |
$18.2K - $18.7K
|
17.8K
$354K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
868+ 0.62% |
$16.8K - $17.2K
|
140K
$2.79M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
600+ 18.17% |
$11.6K - $11.9K
|
3.9K
$77.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
396+ 0.46% |
$7.68K - $7.85K
|
86.2K
$1.71M
|
|
|
Oct 25, 2023
Q3 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
394+ 1.9% |
$7.64K - $7.81K
|
21.1K
$420K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
314+ 9.52% |
$6.09K - $6.22K
|
3.61K
$71.9K
|
|
|
Nov 15, 2023
Q3 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
13+ 0.12% |
$252 - $258
|
11K
$220K
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
6+ 0.04% |
$116 - $119
|
14K
$278K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1New |
$19.4 - $19.8
|
1
$19.9
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|