Purchases and Sales Made in Q4 2024 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 2024. 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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.56MNew |
$31M - $31.4M
|
1.56M
$31.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
165K+ 4.88% |
$3.26M - $3.31M
|
3.54M
$70.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
139K+ 11.77% |
$2.75M - $2.79M
|
1.32M
$26.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
116KNew |
$2.3M - $2.33M
|
116K
$2.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
111K+ 17.3% |
$2.2M - $2.23M
|
753K
$15M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
88KNew |
$1.74M - $1.76M
|
88K
$1.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
78.3K+ 85.42% |
$1.55M - $1.57M
|
170K
$3.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
63.4KNew |
$1.26M - $1.27M
|
63.4K
$1.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
53.4KNew |
$1.06M - $1.07M
|
53.4K
$1.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
53.4KNew |
$1.06M - $1.07M
|
53.4K
$1.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
41.4K+ 177.67% |
$821K - $831K
|
64.8K
$1.29M
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
37.1K+ 12.2% |
$735K - $744K
|
341K
$6.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
35.8K+ 85.33% |
$708K - $717K
|
77.7K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
31.5K+ 5.73% |
$623K - $632K
|
581K
$11.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
28.9KNew |
$572K - $580K
|
28.9K
$576K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
28.6K+ 18.45% |
$566K - $573K
|
183K
$3.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
24KNew |
$475K - $482K
|
24K
$478K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
24K+ 34.42% |
$475K - $481K
|
93.6K
$1.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
23.2KNew |
$460K - $466K
|
23.2K
$463K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.6KNew |
$409K - $414K
|
20.6K
$412K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
19.6KNew |
$388K - $393K
|
19.6K
$391K
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
17.3K+ 23.48% |
$342K - $346K
|
90.8K
$1.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
16K+ 79.29% |
$316K - $320K
|
36.1K
$719K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
15.9KNew |
$315K - $319K
|
15.9K
$317K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15.5K+ 7.97% |
$307K - $311K
|
210K
$4.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
14.3KNew |
$284K - $287K
|
14.3K
$285K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
13.3K+ 6.81% |
$264K - $267K
|
209K
$4.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
13.2K+ 5.53% |
$262K - $265K
|
252K
$5.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.9K+ 5.73% |
$255K - $258K
|
238K
$4.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
11.7KNew |
$233K - $236K
|
11.7K
$234K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
11.7K+ 13.56% |
$232K - $235K
|
98K
$1.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
9.5K+ 376.09% |
$188K - $191K
|
12K
$240K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.26K+ 5.03% |
$183K - $186K
|
193K
$3.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
7.91K+ 23.41% |
$157K - $159K
|
41.7K
$831K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.45K+ 7.94% |
$147K - $149K
|
101K
$2.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
6.31K+ 6.49% |
$125K - $127K
|
103K
$2.06M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
6.13K+ 0.87% |
$121K - $123K
|
712K
$14.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
5.5K+ 31.71% |
$109K - $110K
|
22.8K
$455K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.45K+ 0.75% |
$108K - $109K
|
732K
$14.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.07K+ 18.38% |
$100K - $102K
|
32.6K
$651K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
5KNew |
$99K - $100K
|
5K
$99.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
4.37K+ 7.42% |
$86.5K - $87.7K
|
63.2K
$1.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.07KNew |
$80.6K - $81.6K
|
4.07K
$81.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.96K+ 14.42% |
$78.3K - $79.3K
|
31.4K
$625K
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
3.83K+ 1.71% |
$75.8K - $76.7K
|
228K
$4.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3.73K+ 0.69% |
$73.8K - $74.8K
|
548K
$10.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.21KNew |
$63.5K - $64.3K
|
3.21K
$63.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
3.03K+ 9.42% |
$60K - $60.8K
|
35.2K
$702K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.75K+ 6.76% |
$54.5K - $55.2K
|
43.5K
$866K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
2.56K+ 2.32% |
$50.8K - $51.4K
|
113K
$2.25M
|