Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
557K+ 22.0% |
$10.8M - $11M
|
3.09M
$61.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
414K+ 218.14% |
$8.03M - $8.21M
|
603K
$12M
|
|
|
Jan 30, 2023
Q4 2022
|
Ogorek Anthony Joseph
|
BUY
|
- |
383KNew |
$7.44M - $7.6M
|
383K
$7.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
307KNew |
$5.96M - $6.09M
|
307K
$6.11M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
222K+ 25.84% |
$4.3M - $4.4M
|
1.08M
$21.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
213KNew |
$4.13M - $4.22M
|
213K
$4.23M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
199K+ 115.32% |
$3.86M - $3.94M
|
371K
$7.38M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
185K+ 25.36% |
$3.59M - $3.67M
|
915K
$18.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
181K+ 216.9% |
$3.51M - $3.59M
|
264K
$5.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
135K+ 452.39% |
$2.62M - $2.68M
|
165K
$3.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
116KNew |
$2.25M - $2.3M
|
116K
$2.3M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
108K+ 332.06% |
$2.09M - $2.14M
|
140K
$2.79M
|
|
|
Jan 27, 2023
Q4 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
93.8K+ 30.12% |
$1.82M - $1.86M
|
405K
$8.06M
|
|
|
Feb 01, 2023
Q4 2022
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
93.3KNew |
$1.81M - $1.85M
|
93.3K
$1.85M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
84.7K+ 244.9% |
$1.64M - $1.68M
|
119K
$2.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
80.3KNew |
$1.56M - $1.59M
|
80.3K
$1.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
61.8K+ 57.34% |
$1.2M - $1.23M
|
169K
$3.37M
|
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
55.9K+ 111.53% |
$1.09M - $1.11M
|
106K
$2.11M
|
|
|
Jan 26, 2023
Q4 2022
|
Econ Financial Services Corp
|
BUY
|
- |
52.8K+ 504.08% |
$1.03M - $1.05M
|
63.3K
$1.26M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
50.4K+ 3987.04% |
$979K - $1M
|
51.7K
$1.03M
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
47.1K+ 168.11% |
$914K - $934K
|
75.1K
$1.49M
|
|
|
Jan 18, 2023
Q4 2022
|
Trust CO Of Oklahoma
|
BUY
|
- |
44.2KNew |
$859K - $877K
|
44.2K
$879K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
42.6KNew |
$827K - $845K
|
42.6K
$847K
|
|
|
Mar 01, 2023
Q4 2022
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
40KNew |
$776K - $793K
|
40K
$795K
|
|
|
Jan 25, 2023
Q4 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
31.1KNew |
$604K - $617K
|
31.1K
$619K
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
28.8K+ 220.24% |
$558K - $570K
|
41.8K
$832K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
28.4KNew |
$552K - $564K
|
28.4K
$565K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
21.8K+ 18.76% |
$423K - $432K
|
138K
$2.74M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
21.7K+ 26.28% |
$420K - $430K
|
104K
$2.07M
|
|
|
Oct 27, 2023
Q4 2022
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
20.4KNew |
$396K - $405K
|
20.4K
$406K
|
|
|
Mar 01, 2023
Q4 2022
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
18.3KNew |
$355K - $363K
|
18.3K
$364K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.2K+ 7.29% |
$353K - $361K
|
267K
$5.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
17.2K+ 28.07% |
$333K - $341K
|
78.3K
$1.56M
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
16.5K+ 113.82% |
$320K - $327K
|
30.9K
$615K
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
16.2KNew |
$315K - $321K
|
16.2K
$322K
|
|
|
Jan 18, 2023
Q4 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
16.2KNew |
$314K - $321K
|
16.2K
$322K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
12.9KNew |
$250K - $255K
|
12.9K
$256K
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
12.4KNew |
$241K - $247K
|
12.4K
$247K
|
|
|
Jan 27, 2023
Q4 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
12.1KNew |
$236K - $241K
|
12.1K
$241K
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
12KNew |
$233K - $238K
|
12K
$238K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.1KNew |
$215K - $220K
|
11.1K
$221K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.2K+ 80.79% |
$199K - $203K
|
22.9K
$455K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.42K+ 3.11% |
$183K - $187K
|
313K
$6.22M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9.25K+ 4841.88% |
$180K - $183K
|
9.44K
$188K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.14K+ 29.35% |
$139K - $142K
|
31.5K
$626K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.54K+ 5.96% |
$88.2K - $90.1K
|
80.7K
$1.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.52K+ 17.9% |
$68.3K - $69.8K
|
23.2K
$461K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.9K+ 2.32% |
$56.2K - $57.4K
|
127K
$2.54M
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
BUY
|
- |
2.57K+ 2.99% |
$50K - $51.1K
|
88.8K
$1.77M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.36KNew |
$45.8K - $46.7K
|
2.36K
$46.9K
|