Foresight Capital Management Advisors, Inc. First Tr Et Fd Iii Short Durat Transaction History

Foresight Capital Management Advisors, Inc.

$167 Million
Q2 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 05, 2022	SELL	$20.06 - $20.85 $62,426 - $64,885	-3,112 Closed	0 $0
Q4 2021 May 04, 2022	BUY	$20.8 - $20.87 $64,729 - $64,947	3,112 New	3,112 $65,000

Others Institutions Holding FSMB

# of Institutions

136

Shares Held

20.8M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

4.15M
Shares

$83.4 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.75M
Shares

$35.2 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.37M
Shares

$27.5 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

1.34M
Shares

$27 Million
0.01% of portfolio
Rmr Wealth Builders

862K
Shares

$17.3 Million
1.59% of portfolio

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About FIRST TR ET FD III SHORT DURAT

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