Latest Institutional Transactions on First Tr Et Fd Iii Short Durat (FSMB)
This table provides information on the latest institutional transactions involving First Tr Et Fd Iii Short Durat (FSMB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3.49KNew |
$69.2K - $69.7K
|
3.49K
$69.1K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
136K+ 151.42% |
$2.69M - $2.71M
|
225K
$4.46M
|
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-1.32K- 6.03% |
$26.1K - $26.3K
|
20.5K
$406K
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
SELL
|
- |
-1.43K- 1.46% |
$28.4K - $28.6K
|
97K
$1.92M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-271K- 6.17% |
$5.37M - $5.41M
|
4.12M
$81.6M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-391- 0.88% |
$7.75K - $7.8K
|
44.2K
$874K
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
10.2KNew |
$201K - $203K
|
10.2K
$201K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-18.5K- 12.57% |
$366K - $369K
|
129K
$2.55M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-34.8K- 13.56% |
$690K - $695K
|
222K
$4.4M
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.36K+ 11.14% |
$146K - $147K
|
73.4K
$1.45M
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
34.6K+ 24.55% |
$686K - $691K
|
176K
$3.48M
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-191- 0.84% |
$3.79K - $3.81K
|
22.6K
$448K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
66.8K+ 18.01% |
$1.32M - $1.33M
|
437K
$8.66M
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.78K+ 16.56% |
$115K - $115K
|
40.7K
$805K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
98.4KNew |
$1.95M - $1.96M
|
98.4K
$1.95M
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-20.1K- 37.5% |
$398K - $401K
|
33.4K
$662K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.58K+ 5.24% |
$150K - $151K
|
152K
$3.01M
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1+ 0.05% |
$19.8 - $20
|
1.9K
$37.6K
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
14.3K+ 84.34% |
$283K - $285K
|
31.2K
$617K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.24K+ 3.88% |
$183K - $185K
|
248K
$4.9M
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
12.8KNew |
$253K - $255K
|
12.8K
$253K
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-28.3K- 45.18% |
$560K - $564K
|
34.3K
$679K
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-10.4K- 8.79% |
$206K - $207K
|
108K
$2.14M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.3K- 30.43% |
$145K - $146K
|
16.7K
$331K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
107K+ 921.33% |
$2.13M - $2.14M
|
119K
$2.35M
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10.8KNew |
$215K - $216K
|
10.8K
$214K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
223K+ 66.74% |
$4.42M - $4.45M
|
557K
$11M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
62.3K+ 19.34% |
$1.23M - $1.24M
|
384K
$7.61M
|
|
May 13, 2024
Q1 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
69+ 0.2% |
$1.37K - $1.38K
|
34.2K
$677K
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-15.4K- 22.15% |
$304K - $307K
|
54K
$1.07M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.2K- 5.68% |
$163K - $164K
|
136K
$2.7M
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.02K- 3.36% |
$40K - $40.3K
|
58.2K
$1.15M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
10.8KNew |
$213K - $215K
|
10.8K
$213K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
80.5K+ 83.85% |
$1.6M - $1.61M
|
177K
$3.5M
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-13.4K- 13.24% |
$266K - $268K
|
87.9K
$1.74M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
134K+ 11.37% |
$2.66M - $2.68M
|
1.32M
$26.1M
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-488- 4.18% |
$9.67K - $9.74K
|
11.2K
$222K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
763+ 0.52% |
$15.1K - $15.2K
|
148K
$2.93M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-129K- 38.99% |
$2.55M - $2.57M
|
201K
$3.99M
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-2.13K- 3.31% |
$42.2K - $42.5K
|
62.1K
$1.23M
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.44K+ 0.75% |
$28.6K - $28.8K
|
193K
$3.82M
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-39.6K- 15.51% |
$784K - $789K
|
216K
$4.27M
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
23KNew |
$456K - $459K
|
23K
$456K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
29+ 1.05% |
$575 - $579
|
2.78K
$55.1K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-77.4K- 80.82% |
$1.53M - $1.55M
|
18.4K
$364K
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.04K+ 1.19% |
$20.6K - $20.7K
|
88.3K
$1.75M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
131K+ 23.41% |
$2.6M - $2.62M
|
693K
$13.7M
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.21K- 30.95% |
$24.1K - $24.2K
|
2.71K
$53.6K
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
599+ 15.35% |
$11.9K - $12K
|
4.5K
$89.1K
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.86K- 10.84% |
$116K - $117K
|
48.2K
$955K
|