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 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.27K- 3.62% |
$64K - $65.2K
|
87K
$1.76M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-4.69K- 27.17% |
$91.7K - $93.4K
|
12.6K
$253K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
837+ 2.11% |
$16.4K - $16.7K
|
40.5K
$817K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4.64K+ 38.96% |
$90.9K - $92.5K
|
16.6K
$334K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
10.3KNew |
$202K - $206K
|
10.3K
$209K
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-353- 0.96% |
$6.91K - $7.04K
|
36.4K
$735K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-124- 0.52% |
$2.43K - $2.47K
|
23.5K
$475K
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
5.57K+ 2.52% |
$109K - $111K
|
226K
$4.57M
|
|
|
Jul 31, 2025
Q2 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-29.8K- 44.6% |
$584K - $594K
|
37K
$747K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-65.1K- 16.06% |
$1.28M - $1.3M
|
341K
$6.87M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
62.1K+ 226.34% |
$1.21M - $1.24M
|
89.5K
$1.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
6.5K+ 55.33% |
$127K - $130K
|
18.2K
$368K
|
|
|
Jul 30, 2025
Q2 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
7.48K+ 2.0% |
$146K - $149K
|
382K
$7.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
19+ 0.12% |
$372 - $379
|
16.4K
$330K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
39.3KNew |
$770K - $784K
|
39.3K
$793K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
172+ 0.23% |
$3.37K - $3.43K
|
74.4K
$1.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-20- 0.73% |
$392 - $399
|
2.72K
$54.9K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.52K+ 8.4% |
$68.9K - $70.1K
|
45.4K
$916K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
604+ 0.51% |
$11.8K - $12K
|
119K
$2.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
6.3K+ 6.57% |
$123K - $126K
|
102K
$2.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-12.3K- 13.23% |
$240K - $244K
|
80.3K
$1.62M
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-72- 0.4% |
$1.41K - $1.43K
|
17.9K
$361K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
591+ 2.14% |
$11.6K - $11.8K
|
28.3K
$570K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
14.2K+ 100.0% |
$278K - $283K
|
28.4K
$573K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-8.5K- 10.09% |
$166K - $169K
|
75.7K
$1.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
838New |
$16.4K - $16.7K
|
838
$16.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
3.21K+ 5.7% |
$62.8K - $63.9K
|
59.4K
$1.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-33.8K- 4.49% |
$662K - $674K
|
719K
$14.5M
|
|
|
Jul 16, 2025
Q2 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
5.02K+ 14.74% |
$98.4K - $100K
|
39.1K
$789K
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
151+ 0.54% |
$2.96K - $3.01K
|
28.2K
$570K
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
9.04K+ 21.65% |
$177K - $180K
|
50.8K
$1.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
SELL
|
- |
-15- 0.15% |
$294 - $299
|
10.1K
$203K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1K- 2.15% |
$19.6K - $19.9K
|
45.5K
$918K
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
45+ 0.31% |
$881 - $897
|
14.7K
$296K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.18K+ 29.69% |
$23.1K - $23.5K
|
5.15K
$104K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
447+ 0.38% |
$8.75K - $8.91K
|
117K
$2.36M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.71K- 9.82% |
$72.7K - $74K
|
34.1K
$688K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1.2K- 3.38% |
$23.5K - $23.9K
|
34.3K
$692K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.58K+ 7.48% |
$70.1K - $71.3K
|
51.4K
$1.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
5K+ 43.48% |
$97.9K - $99.7K
|
16.5K
$333K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
49.2K+ 6.05% |
$963K - $980K
|
862K
$17.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
44+ 0.78% |
$862 - $877
|
5.72K
$115K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
31.7K+ 5.36% |
$620K - $631K
|
623K
$12.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1KNew |
$19.6K - $19.9K
|
1K
$20.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-620- 0.69% |
$12.1K - $12.4K
|
89.7K
$1.81M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
10.2KNew |
$201K - $203K
|
10.2K
$205K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-28.2K- 97.7% |
$559K - $564K
|
664
$13.4K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-18.2K- 12.04% |
$360K - $363K
|
133K
$2.68M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
130New |
$2.57K - $2.6K
|
130
$2.62K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.79% |
$39.6 - $39.9
|
255
$5.14K
|
|