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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-646- 3.12% |
$12.8K - $12.9K
|
20.1K
$399K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
135K+ 8.61% |
$2.67M - $2.69M
|
1.7M
$33.7M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
127K+ 21.91% |
$2.52M - $2.54M
|
708K
$14.1M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-13.5K- 6.05% |
$266K - $269K
|
209K
$4.15M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.71K- 4.4% |
$153K - $154K
|
168K
$3.33M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
181KNew |
$3.57M - $3.61M
|
181K
$3.58M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
90.3K+ 12.34% |
$1.79M - $1.8M
|
822K
$16.3M
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
45K+ 49.51% |
$891K - $898K
|
136K
$2.7M
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-26.2K- 41.41% |
$518K - $523K
|
37K
$735K
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
5.01K+ 2.2% |
$99.1K - $100K
|
233K
$4.62M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.9K- 10.77% |
$216K - $218K
|
90.3K
$1.79M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
14.5KNew |
$287K - $289K
|
14.5K
$288K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-277- 0.51% |
$5.48K - $5.53K
|
54.2K
$1.08M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-2.19K- 8.2% |
$43.4K - $43.8K
|
24.6K
$487K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-82.3K- 6.24% |
$1.63M - $1.64M
|
1.24M
$24.5M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
4.14K+ 14.62% |
$82K - $82.7K
|
32.5K
$645K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
8.71K+ 271.61% |
$172K - $174K
|
11.9K
$236K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
57+ 0.25% |
$1.13K - $1.14K
|
22.9K
$454K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.2KNew |
$341K - $344K
|
17.2K
$342K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.26K- 1.4% |
$44.7K - $45.1K
|
159K
$3.16M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1K- 6.04% |
$19.8K - $20K
|
15.5K
$309K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.62K- 9.03% |
$32.2K - $32.4K
|
16.4K
$325K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.58K+ 13.45% |
$31.4K - $31.6K
|
13.4K
$265K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
13.9KNew |
$274K - $277K
|
13.9K
$275K
|
|
|
May 06, 2025
Q1 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
1.4K+ 2.63% |
$27.8K - $28K
|
54.8K
$1.09M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.56K- 7.3% |
$150K - $151K
|
95.9K
$1.9M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-26.8K- 64.08% |
$530K - $535K
|
15K
$298K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.64K- 8.08% |
$52.2K - $52.7K
|
30K
$596K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
132+ 7.56% |
$2.61K - $2.64K
|
1.88K
$37.3K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
43.6KNew |
$863K - $870K
|
43.6K
$865K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-4.43K- 2.41% |
$87.6K - $88.4K
|
179K
$3.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-342- 1.42% |
$6.77K - $6.83K
|
23.7K
$470K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
42.7KNew |
$845K - $852K
|
42.7K
$847K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
13.6KNew |
$269K - $271K
|
13.6K
$270K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.8K+ 4.59% |
$352K - $355K
|
406K
$8.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
612+ 3.68% |
$12.1K - $12.2K
|
17.2K
$342K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-378- 0.87% |
$7.48K - $7.55K
|
43.1K
$855K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-225- 0.37% |
$4.46K - $4.49K
|
60K
$1.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
1.36K+ 3.84% |
$27K - $27.2K
|
36.8K
$730K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.7K- 15.45% |
$133K - $134K
|
36.6K
$727K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
8.97K+ 1455.36% |
$178K - $179K
|
9.58K
$190K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.26K- 2.95% |
$44.7K - $45.1K
|
74.2K
$1.47M
|
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
33.3K+ 9.76% |
$659K - $665K
|
374K
$7.43M
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-1.07K- 1.14% |
$21.2K - $21.4K
|
92.6K
$1.84M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
3.76K+ 27.13% |
$74.5K - $75.1K
|
17.6K
$350K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
32+ 0.3% |
$634 - $639
|
10.9K
$216K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-17.2K- 50.0% |
$341K - $344K
|
17.2K
$342K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-18.5K- 40.29% |
$366K - $369K
|
27.4K
$544K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-31.5K- 12.5% |
$624K - $630K
|
221K
$4.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
6.86K+ 6.08% |
$136K - $137K
|
120K
$2.38M
|