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 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-4.81K- 16.05% |
$94.6K - $95.4K
|
25.1K
$500K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-976- 5.56% |
$19.2K - $19.4K
|
16.6K
$329K
|
|
Jul 26, 2024
Q2 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
76+ 0.72% |
$1.49K - $1.51K
|
10.6K
$210K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
376+ 0.78% |
$7.4K - $7.46K
|
48.5K
$964K
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.22K- 5.01% |
$63.3K - $63.9K
|
61.1K
$1.21M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-14.4K- 48.13% |
$282K - $285K
|
15.5K
$307K
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
7.46K+ 1.2% |
$147K - $148K
|
628K
$12.5M
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.64K+ 16.25% |
$32.2K - $32.5K
|
11.7K
$233K
|
|
Jul 24, 2024
Q2 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-122- 0.71% |
$2.4K - $2.42K
|
17.1K
$340K
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
4.6KNew |
$90.5K - $91.3K
|
4.6K
$91.5K
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
BUY
|
- |
13.2K+ 13.64% |
$260K - $263K
|
110K
$2.19M
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
62+ 0.2% |
$1.22K - $1.23K
|
31.2K
$619K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.14K- 64.96% |
$22.5K - $22.7K
|
616
$12.2K
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
5.14K+ 25.03% |
$101K - $102K
|
25.7K
$510K
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
BUY
|
- |
34K+ 5.59% |
$669K - $675K
|
642K
$12.8M
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
21.4K+ 15.07% |
$421K - $425K
|
163K
$3.25M
|
|
Jul 22, 2024
Q2 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-467- 1.28% |
$9.19K - $9.27K
|
36.1K
$718K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-38.8K- 3.22% |
$763K - $770K
|
1.17M
$23.2M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.56K+ 4.17% |
$50.4K - $50.8K
|
64K
$1.27M
|
|
Jul 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-19- 0.07% |
$374 - $377
|
26K
$517K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1K- 22.21% |
$19.7K - $19.8K
|
3.5K
$69.6K
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-14.8K- 2.7% |
$292K - $294K
|
534K
$10.6M
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.93K- 2.19% |
$38K - $38.4K
|
86.4K
$1.72M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.99K+ 6.06% |
$39.2K - $39.5K
|
34.9K
$693K
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-2.18K- 5.43% |
$42.9K - $43.3K
|
38K
$756K
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-645- 1.84% |
$12.7K - $12.8K
|
34.5K
$685K
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
12.1K+ 27.84% |
$237K - $239K
|
55.4K
$1.1M
|
|
Jul 12, 2024
Q2 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
147+ 0.73% |
$2.89K - $2.92K
|
20.4K
$406K
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
26+ 0.74% |
$511 - $516
|
3.56K
$70.6K
|
|
Q1 2024 | |||||||
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3.49KNew |
$69.2K - $69.7K
|
3.49K
$69.3K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
136K+ 151.42% |
$2.69M - $2.71M
|
225K
$4.47M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-391- 0.88% |
$7.75K - $7.8K
|
44.2K
$877K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-34.8K- 13.56% |
$690K - $695K
|
222K
$4.41M
|
|
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
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
10.2KNew |
$201K - $203K
|
10.2K
$202K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-271K- 6.17% |
$5.37M - $5.41M
|
4.12M
$81.9M
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.36K+ 11.14% |
$146K - $147K
|
73.4K
$1.46M
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
34.6K+ 24.55% |
$686K - $691K
|
176K
$3.49M
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-20.1K- 37.5% |
$398K - $401K
|
33.4K
$665K
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.78K+ 16.56% |
$115K - $115K
|
40.7K
$808K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
66.8K+ 18.01% |
$1.32M - $1.33M
|
437K
$8.69M
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-191- 0.84% |
$3.79K - $3.81K
|
22.6K
$450K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
98.4KNew |
$1.95M - $1.96M
|
98.4K
$1.96M
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1+ 0.05% |
$19.8 - $20
|
1.9K
$37.8K
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10.8KNew |
$215K - $216K
|
10.8K
$215K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.58K+ 5.24% |
$150K - $151K
|
152K
$3.02M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.24K+ 3.88% |
$183K - $185K
|
248K
$4.92M
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
12.8KNew |
$253K - $255K
|
12.8K
$254K
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-28.3K- 45.18% |
$560K - $564K
|
34.3K
$682K
|