Rooted Wealth Advisors, Inc. First Tr Et Fd Iii Short Durat Transaction History

Rooted Wealth Advisors, Inc.

$308 Million
Q3 2025

A detailed history of Rooted Wealth Advisors, Inc. transactions in First Tr Et Fd Iii Short Durat stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 14,705 shares of FSMB stock, worth $295,423. This represents 0.1% of its overall portfolio holdings.

Number of Shares

14,705

Previous 14,700 0.03%

Holding current value

$295,423

Previous $292,000 1.03%

% of portfolio

0.1%

Previous 0.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	BUY	$19.85 - $20.2 $99 - $101	5 Added 0.03%	14,705 $295,000
Q2 2025 Jul 14, 2025	BUY	$19.58 - $19.93 $881 - $896	45 Added 0.31%	14,700 $292,000
Q1 2025 Apr 08, 2025	SELL	$19.8 - $19.97 $653 - $659	-33 Reduced 0.22%	14,655 $290,000
Q4 2024 Jan 30, 2025	SELL	$19.8 - $20.06 $415 - $421	-21 Reduced 0.14%	14,688 $292,000
Q3 2024 Nov 12, 2024	BUY	$19.74 - $20.07 $59,141 - $60,129	2,996 Added 25.58%	14,709 $294,000

Q2 2024 Jul 25, 2024	BUY	$19.67 - $19.84 $32,199 - $32,478	1,637 Added 16.25%	11,713 $233,000
Q1 2024 Apr 17, 2024	BUY	$19.82 - $19.96 $1,308 - $1,317	66 Added 0.66%	10,076 $200,000
Q4 2023 Feb 07, 2024	BUY	$19.31 - $19.97 $193,293 - $199,899	10,010 New	10,010 $199,000

Others Institutions Holding FSMB

# of Institutions

139

Shares Held

21.4M

Call Options Held

Put Options Held

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About FIRST TR ET FD III SHORT DURAT

Ticker FSMB
Sector ETFs
Industry ETFs

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Rooted Wealth Advisors, Inc. First Tr Et Fd Iii Short Durat Transaction History