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
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.93K+ 15.46% |
$37.6K - $38.4K
|
14.4K
$288K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.22K+ 4.27% |
$23.6K - $24.1K
|
29.7K
$593K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1.21KNew |
$23.6K - $24.1K
|
1.21K
$24.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
588+ 21.68% |
$11.4K - $11.7K
|
3.3K
$65.9K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
307New |
$5.96K - $6.09K
|
307
$6.13K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
307New |
$5.96K - $6.09K
|
307
$6.13K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
75New |
$1.46K - $1.49K
|
75
$1.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
56+ 0.45% |
$1.09K - $1.11K
|
12.6K
$251K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
54+ 0.5% |
$1.05K - $1.07K
|
10.9K
$217K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1New |
$19.4 - $19.8
|
1
$20
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-26- 0.52% |
$505 - $516
|
5.02K
$100K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-228- 99.56% |
$4.43K - $4.52K
|
1
$20
|
|
|
Jan 27, 2023
Q4 2022
|
Advisory Resource Group
|
SELL
|
- |
-245- 0.22% |
$4.76K - $4.86K
|
113K
$2.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-262- 0.78% |
$5.09K - $5.2K
|
33.5K
$668K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-715- 4.13% |
$13.9K - $14.2K
|
16.6K
$332K
|
|
|
Feb 14, 2023
Q4 2022
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-1.15K- 3.28% |
$22.3K - $22.8K
|
33.9K
$677K
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Market Strategies LLC
|
SELL
|
- |
-1.36K- 10.7% |
$26.3K - $26.9K
|
11.3K
$226K
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-2.5K- 17.86% |
$48.6K - $49.6K
|
11.5K
$230K
|
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-2.96K- 3.47% |
$57.5K - $58.7K
|
82.3K
$1.64M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.46K- 5.25% |
$67.2K - $68.6K
|
62.4K
$1.25M
|
|
|
Feb 27, 2023
Q4 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-4.09K- 25.4% |
$79.4K - $81.1K
|
12K
$240K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.18K- 31.05% |
$81.1K - $82.9K
|
9.27K
$185K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.33K- 2.46% |
$84.1K - $85.9K
|
172K
$3.42M
|
|
|
Jan 10, 2023
Q4 2022
|
Grant
|
SELL
|
- |
-4.79K- 27.35% |
$93.1K - $95.1K
|
12.7K
$254K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.74K- 11.36% |
$112K - $114K
|
44.8K
$894K
|
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-6.56K- 13.73% |
$127K - $130K
|
41.2K
$822K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.78K- 10.32% |
$132K - $135K
|
58.9K
$1.18M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-6.86K- 35.41% |
$133K - $136K
|
12.5K
$250K
|
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-6.93K- 8.01% |
$135K - $138K
|
79.6K
$1.59M
|
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-10.1K- 23.19% |
$196K - $201K
|
33.5K
$669K
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-12.7K- 90.31% |
$246K - $252K
|
1.36K
$27.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-13K- 65.41% |
$252K - $257K
|
6.85K
$137K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14.1KClosed |
$274K - $280K
|
0
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Rmr Wealth Builders
|
SELL
|
- |
-33.3K- 14.26% |
$647K - $661K
|
200K
$4M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-34.2K- 49.92% |
$664K - $679K
|
34.3K
$685K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-37.5K- 38.35% |
$729K - $745K
|
60.3K
$1.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-41.4K- 12.53% |
$803K - $821K
|
289K
$5.76M
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-53.4K- 34.91% |
$1.04M - $1.06M
|
99.5K
$1.99M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-62.8K- 49.95% |
$1.22M - $1.25M
|
63K
$1.26M
|
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
SELL
|
- |
-70.2K- 85.41% |
$1.36M - $1.39M
|
12K
$240K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-74.7K- 77.78% |
$1.45M - $1.48M
|
21.3K
$426K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-92.7K- 7.45% |
$1.8M - $1.84M
|
1.15M
$23M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-164K- 38.25% |
$3.19M - $3.25M
|
265K
$5.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-406K- 26.64% |
$7.89M - $8.06M
|
1.12M
$22.3M
|