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 |
|---|---|---|---|---|---|---|---|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
BUY
|
- |
57+ 0.05% |
$1.13K - $1.14K
|
110K
$2.2M
|
|
|
Nov 18, 2024
Q3 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
78+ 0.74% |
$1.54K - $1.57K
|
10.6K
$212K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-20.3K- 10.35% |
$401K - $407K
|
176K
$3.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.7K+ 6.49% |
$270K - $275K
|
225K
$4.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-7.02K- 20.39% |
$139K - $141K
|
27.4K
$546K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17.4K+ 2.46% |
$344K - $350K
|
727K
$14.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-59- 0.11% |
$1.16K - $1.18K
|
53.8K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-31.5K- 93.75% |
$622K - $632K
|
2.1K
$41.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-7.63K- 12.62% |
$151K - $153K
|
52.8K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
700+ 0.8% |
$13.8K - $14K
|
88.6K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-6.36K- 1.15% |
$126K - $128K
|
549K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-246- 2.16% |
$4.86K - $4.94K
|
11.1K
$222K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
29.5K+ 19.06% |
$582K - $591K
|
184K
$3.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.32M- 28.13% |
$26.1M - $26.5M
|
3.38M
$67.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
26.5K+ 12.12% |
$524K - $533K
|
246K
$4.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-17.3K- 19.85% |
$341K - $346K
|
69.7K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.12K- 45.6% |
$41.8K - $42.5K
|
2.53K
$50.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.8KNew |
$233K - $237K
|
11.8K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.87K- 2.09% |
$175K - $178K
|
416K
$8.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.58K- 5.31% |
$31.2K - $31.7K
|
28.2K
$562K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14.8KNew |
$293K - $298K
|
14.8K
$295K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
66+ 0.52% |
$1.3K - $1.32K
|
12.9K
$256K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
21.1K+ 101.84% |
$417K - $424K
|
41.9K
$835K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
12.5K+ 114.73% |
$246K - $250K
|
23.3K
$465K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
28+ 0.15% |
$553 - $562
|
18.2K
$362K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.16K+ 2.41% |
$42.6K - $43.3K
|
91.7K
$1.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.63K+ 0.95% |
$51.9K - $52.7K
|
280K
$5.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20.5K+ 11.81% |
$406K - $412K
|
195K
$3.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-600- 5.98% |
$11.8K - $12K
|
9.44K
$188K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-26K- 16.81% |
$514K - $523K
|
129K
$2.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-31.2K- 61.86% |
$616K - $626K
|
19.2K
$383K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-47K- 19.12% |
$927K - $943K
|
199K
$3.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.75K- 7.8% |
$74K - $75.3K
|
44.3K
$883K
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
3K+ 25.58% |
$59.1K - $60.1K
|
14.7K
$293K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
370+ 2.27% |
$7.3K - $7.43K
|
16.7K
$332K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.2K+ 0.62% |
$23.7K - $24.1K
|
196K
$3.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
12K+ 54.89% |
$236K - $240K
|
33.8K
$673K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-267- 13.19% |
$5.27K - $5.36K
|
1.76K
$35K
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-16.9K- 23.62% |
$334K - $339K
|
54.7K
$1.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
20.2K+ 9.91% |
$399K - $405K
|
224K
$4.46M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-58.3K- 4.71% |
$1.15M - $1.17M
|
1.18M
$23.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.2K+ 6.8% |
$221K - $225K
|
176K
$3.51M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
10.9KNew |
$216K - $219K
|
10.9K
$218K
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
13.9K+ 4.8% |
$275K - $279K
|
304K
$6.06M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
32.2KNew |
$635K - $646K
|
32.2K
$641K
|
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
89+ 0.13% |
$1.76K - $1.79K
|
71.1K
$1.42M
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
516New |
$10.2K - $10.4K
|
516
$10.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.91K- 1.23% |
$97K - $98.6K
|
394K
$7.85M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
783+ 2.51% |
$15.5K - $15.7K
|
31.9K
$636K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.77K- 27.38% |
$114K - $116K
|
15.3K
$305K
|