Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
603K+ 233.77% |
$12.5M - $12.6M
|
861K
$17.2M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
253K+ 56.22% |
$5.26M - $5.28M
|
703K
$14M
|
|
|
May 25, 2022
Q4 2021
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
117KNew |
$2.43M - $2.44M
|
117K
$2.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
91.4K+ 264.67% |
$1.9M - $1.91M
|
126K
$2.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
84.4K+ 17.25% |
$1.75M - $1.76M
|
574K
$11.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
71.6KNew |
$1.49M - $1.49M
|
71.6K
$1.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
70.3KNew |
$1.46M - $1.47M
|
70.3K
$1.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
37.5K+ 19.33% |
$780K - $782K
|
231K
$4.62M
|
|
|
Apr 20, 2022
Q4 2021
|
Objective Capital Management, LLC
|
BUY
|
- |
37.5KNew |
$779K - $782K
|
37.5K
$748K
|
|
|
Feb 02, 2022
Q4 2021
|
Rmr Wealth Builders
|
BUY
|
- |
36.4KNew |
$757K - $760K
|
36.4K
$727K
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
36KNew |
$749K - $751K
|
36K
$719K
|
|
|
Feb 09, 2022
Q4 2021
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
34.1KNew |
$710K - $713K
|
34.1K
$682K
|
|
|
Jan 27, 2022
Q4 2021
|
Landmark Wealth Management, LLC
|
BUY
|
- |
30.3KNew |
$631K - $633K
|
30.3K
$605K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
28.4K+ 29.89% |
$591K - $593K
|
123K
$2.46M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
27.1K+ 24.18% |
$564K - $566K
|
139K
$2.78M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
26.8KNew |
$556K - $558K
|
26.8K
$534K
|
|
|
Feb 14, 2022
Q4 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
26.2KNew |
$545K - $547K
|
26.2K
$523K
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
23.7KNew |
$493K - $494K
|
23.7K
$473K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23.1K+ 50.07% |
$481K - $482K
|
69.2K
$1.38M
|
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
19.9K+ 7.46% |
$414K - $416K
|
287K
$5.73M
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
19K+ 497.77% |
$395K - $396K
|
22.8K
$455K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
17.8K+ 88.02% |
$371K - $372K
|
38.1K
$761K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
16.7KNew |
$348K - $350K
|
16.7K
$334K
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
15.5K+ 15.82% |
$323K - $324K
|
114K
$2.27M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.3KNew |
$318K - $319K
|
15.3K
$305K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
15.1KNew |
$314K - $315K
|
15.1K
$302K
|
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
14KNew |
$291K - $292K
|
14K
$280K
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
13.1KNew |
$273K - $274K
|
13.1K
$262K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.7K+ 7.31% |
$265K - $266K
|
187K
$3.74M
|
|
|
Feb 07, 2022
Q4 2021
|
Capital Market Strategies LLC
|
BUY
|
- |
12.5KNew |
$260K - $260K
|
12.5K
$249K
|
|
|
Feb 14, 2022
Q4 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
12.1K+ 53.17% |
$252K - $253K
|
34.9K
$696K
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.5KNew |
$218K - $218K
|
10.5K
$209K
|
|
|
Feb 01, 2022
Q4 2021
|
Hedeker Wealth, LLC
|
BUY
|
- |
8.41K+ 7.08% |
$175K - $176K
|
127K
$2.54M
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
8.03KNew |
$167K - $168K
|
8.03K
$160K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
6.89K+ 26.01% |
$143K - $144K
|
33.4K
$667K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
5.76KNew |
$120K - $120K
|
5.76K
$115K
|
|
|
Jan 13, 2022
Q4 2021
|
Grant
|
BUY
|
- |
5.75K+ 48.82% |
$120K - $120K
|
17.5K
$350K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.73K+ 30.83% |
$119K - $119K
|
24.3K
$485K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.65K+ 5.05% |
$118K - $118K
|
118K
$2.35M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.08K+ 7.11% |
$106K - $106K
|
76.5K
$1.53M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.3K+ 12.62% |
$68.6K - $68.8K
|
29.4K
$587K
|
|
|
May 04, 2022
Q4 2021
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
3.11KNew |
$64.7K - $64.9K
|
3.11K
$62.1K
|
|
|
Jan 24, 2022
Q4 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
2.4K+ 4.04% |
$49.9K - $50.1K
|
61.8K
$1.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.02K+ 10.87% |
$42K - $42.1K
|
20.6K
$411K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1KNew |
$20.8K - $20.9K
|
1K
$20K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
67+ 0.95% |
$1.39K - $1.4K
|
7.13K
$142K
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
37+ 0.99% |
$770 - $772
|
3.78K
$75.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 100.0% |
$20.8 - $20.9
|
2
$39.9
|
|
|
Jan 20, 2022
Q4 2021
|
G&S Capital LLC
|
SELL
|
- |
-18- 0.08% |
$374 - $376
|
23.3K
$466K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-170- 1.29% |
$3.54K - $3.55K
|
13K
$259K
|