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 |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.7K+ 6.48% |
$307K - $312K
|
258K
$5.2M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
1.64KNew |
$32.1K - $32.7K
|
1.64K
$33.1K
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
97K+ 269.2% |
$1.9M - $1.93M
|
133K
$2.68M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
564K+ 15.7% |
$11M - $11.2M
|
4.15M
$83.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
15.6K+ 36.6% |
$305K - $311K
|
58.2K
$1.17M
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-4.11K- 7.58% |
$80.5K - $81.9K
|
50.1K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.94KNew |
$38K - $38.7K
|
1.94K
$39.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
44KNew |
$862K - $878K
|
44K
$888K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.5K- 4.55% |
$186K - $189K
|
199K
$4.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
64.8K+ 28.93% |
$1.27M - $1.29M
|
289K
$5.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-4.9K- 15.56% |
$95.9K - $97.6K
|
26.6K
$536K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-75.7K- 33.98% |
$1.48M - $1.51M
|
147K
$2.97M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
47.5K+ 12.84% |
$931K - $947K
|
418K
$8.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
52.7K+ 7.45% |
$1.03M - $1.05M
|
761K
$15.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.56K- 26.99% |
$89.3K - $90.9K
|
12.3K
$249K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
53.1K+ 12.5% |
$1.04M - $1.06M
|
478K
$9.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$19.6 - $19.9
|
1
$20.2
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-67.3K- 40.93% |
$1.32M - $1.34M
|
97.1K
$1.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
20.3KNew |
$398K - $405K
|
20.3K
$410K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
SELL
|
- |
-1.03K- 8.61% |
$20.1K - $20.5K
|
10.9K
$220K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
53.5K+ 3.15% |
$1.05M - $1.07M
|
1.75M
$35.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-24.2K- 38.4% |
$474K - $482K
|
38.8K
$783K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
11.3KNew |
$222K - $226K
|
11.3K
$229K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.34K+ 23.26% |
$45.8K - $46.6K
|
12.4K
$250K
|
|
|
Aug 13, 2025
Q2 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-502- 4.51% |
$9.83K - $10K
|
10.6K
$215K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
75.5KNew |
$1.48M - $1.5M
|
75.5K
$1.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
14.7K+ 8.63% |
$287K - $292K
|
185K
$3.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
740+ 0.87% |
$14.5K - $14.7K
|
86K
$1.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-6.01K- 4.01% |
$118K - $120K
|
144K
$2.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
106K+ 8.54% |
$2.07M - $2.1M
|
1.34M
$27.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-3.1K- 19.95% |
$60.7K - $61.8K
|
12.4K
$251K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-701- 1.17% |
$13.7K - $14K
|
59.3K
$1.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
9.9K+ 32.99% |
$194K - $197K
|
39.9K
$805K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-100- 10.74% |
$1.96K - $1.99K
|
831
$16.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
23.9KNew |
$469K - $477K
|
23.9K
$483K
|
|
|
Aug 11, 2025
Q2 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-11.4K- 30.81% |
$224K - $228K
|
25.6K
$517K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.8K+ 1.43% |
$230K - $234K
|
834K
$16.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
BUY
|
- |
5.19K+ 4.33% |
$102K - $103K
|
125K
$2.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-2.01K- 1.48% |
$39.4K - $40.1K
|
134K
$2.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.01K+ 11.66% |
$39.4K - $40.1K
|
19.3K
$388K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-249- 13.25% |
$4.88K - $4.96K
|
1.63K
$32.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
3.71K+ 11.41% |
$72.6K - $73.9K
|
36.2K
$730K
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-247- 0.11% |
$4.84K - $4.92K
|
233K
$4.69M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.59K- 20.85% |
$70.4K - $71.6K
|
13.6K
$275K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
31.7K+ 19.91% |
$621K - $632K
|
191K
$3.85M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-12.5K- 2.92% |
$245K - $250K
|
416K
$8.39M
|
|
|
Aug 08, 2025
Q2 2025
|
Hedeker Wealth, LLC
|
SELL
|
- |
-43.6K- 79.66% |
$855K - $870K
|
11.1K
$225K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
77.5K+ 43.32% |
$1.52M - $1.54M
|
256K
$5.17M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.33K- 22.15% |
$65.1K - $66.3K
|
11.7K
$236K
|