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 |
---|---|---|---|---|---|---|---|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-16.3K- 18.57% |
$321K - $324K
|
71.6K
$1.43M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-37.7K- 32.06% |
$742K - $749K
|
80K
$1.6M
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
507+ 48.52% |
$9.97K - $10.1K
|
1.55K
$31.1K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
838New |
$16.5K - $16.6K
|
838
$16.8K
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
12.4KNew |
$243K - $245K
|
12.4K
$247K
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
4.11K+ 1.79% |
$80.9K - $81.6K
|
234K
$4.69M
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.67K+ 2.87% |
$32.8K - $33.1K
|
59.8K
$1.2M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.62K+ 3.52% |
$71.1K - $71.7K
|
106K
$2.13M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.88KNew |
$76.4K - $77K
|
3.88K
$77.7K
|
|
Jul 30, 2024
Q2 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
35.6K+ 100.47% |
$700K - $706K
|
71K
$1.42M
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-10.3K- 11.83% |
$203K - $204K
|
76.8K
$1.54M
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
10.2KNew |
$200K - $202K
|
10.2K
$204K
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.89K+ 61.64% |
$195K - $196K
|
25.9K
$519K
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
20.4K+ 88.47% |
$400K - $404K
|
43.4K
$868K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
376+ 0.78% |
$7.4K - $7.46K
|
48.5K
$971K
|
|
Jul 26, 2024
Q2 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
76+ 0.72% |
$1.49K - $1.51K
|
10.6K
$211K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-976- 5.56% |
$19.2K - $19.4K
|
16.6K
$332K
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-4.81K- 16.05% |
$94.6K - $95.4K
|
25.1K
$503K
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.22K- 5.01% |
$63.3K - $63.9K
|
61.1K
$1.22M
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.64K+ 16.25% |
$32.2K - $32.5K
|
11.7K
$234K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-14.4K- 48.13% |
$282K - $285K
|
15.5K
$309K
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
7.46K+ 1.2% |
$147K - $148K
|
628K
$12.6M
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
BUY
|
- |
13.2K+ 13.64% |
$260K - $263K
|
110K
$2.21M
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
4.6KNew |
$90.5K - $91.3K
|
4.6K
$92.1K
|
|
Jul 24, 2024
Q2 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-122- 0.71% |
$2.4K - $2.42K
|
17.1K
$342K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
BUY
|
- |
34K+ 5.59% |
$669K - $675K
|
642K
$12.9M
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
5.14K+ 25.03% |
$101K - $102K
|
25.7K
$514K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.14K- 64.96% |
$22.5K - $22.7K
|
616
$12.3K
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
62+ 0.2% |
$1.22K - $1.23K
|
31.2K
$623K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
21.4K+ 15.07% |
$421K - $425K
|
163K
$3.27M
|
|
Jul 22, 2024
Q2 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-467- 1.28% |
$9.19K - $9.27K
|
36.1K
$723K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.56K+ 4.17% |
$50.4K - $50.8K
|
64K
$1.28M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-38.8K- 3.22% |
$763K - $770K
|
1.17M
$23.4M
|
|
Jul 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-19- 0.07% |
$374 - $377
|
26K
$521K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1K- 22.21% |
$19.7K - $19.8K
|
3.5K
$70.1K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.93K- 2.19% |
$38K - $38.4K
|
86.4K
$1.73M
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-14.8K- 2.7% |
$292K - $294K
|
534K
$10.7M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.99K+ 6.06% |
$39.2K - $39.5K
|
34.9K
$697K
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-645- 1.84% |
$12.7K - $12.8K
|
34.5K
$690K
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-2.18K- 5.43% |
$42.9K - $43.3K
|
38K
$761K
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
12.1K+ 27.84% |
$237K - $239K
|
55.4K
$1.11M
|
|
Jul 12, 2024
Q2 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
147+ 0.73% |
$2.89K - $2.92K
|
20.4K
$409K
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
26+ 0.74% |
$511 - $516
|
3.56K
$71.1K
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-271K- 6.17% |
$5.37M - $5.41M
|
4.12M
$82.5M
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3.49KNew |
$69.2K - $69.7K
|
3.49K
$69.8K
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-20.1K- 37.5% |
$398K - $401K
|
33.4K
$669K
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
10.2KNew |
$201K - $203K
|
10.2K
$203K
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10.8KNew |
$215K - $216K
|
10.8K
$217K
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
12.8KNew |
$253K - $255K
|
12.8K
$256K
|