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 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-20.1K- 37.5% |
$398K - $401K
|
33.4K
$664K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.3K- 30.43% |
$145K - $146K
|
16.7K
$331K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10.8KNew |
$215K - $216K
|
10.8K
$215K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
107K+ 921.33% |
$2.13M - $2.14M
|
119K
$2.36M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-488- 4.18% |
$9.67K - $9.74K
|
11.2K
$222K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
10.3KNew |
$204K - $205K
|
10.3K
$204K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
627+ 8.64% |
$12.4K - $12.5K
|
7.89K
$157K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.21K+ 19.35% |
$23.9K - $24.1K
|
7.43K
$148K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
10.8KNew |
$214K - $216K
|
10.8K
$215K
|
|
| Q4 2023 | |||||||
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1.01KNew |
$19.5K - $20.2K
|
1.01K
$20.1K
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
13+ 0.12% |
$251 - $260
|
11.1K
$219K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.75KNew |
$33.8K - $34.9K
|
1.75K
$34.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
14.3KNew |
$276K - $285K
|
14.3K
$283K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.66KNew |
$70.6K - $73K
|
3.66K
$72.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-35.3K- 9.82% |
$682K - $705K
|
324K
$6.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-6.13K- 8.91% |
$118K - $122K
|
62.7K
$1.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-1.76K- 8.6% |
$33.9K - $35.1K
|
18.7K
$371K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.01KNew |
$19.5K - $20.2K
|
1.01K
$20K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
213New |
$4.11K - $4.25K
|
213
$4.23K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-20.2K- 50.65% |
$392K - $401K
|
19.7K
$391K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13.5KNew |
$262K - $268K
|
13.5K
$268K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
314+ 9.52% |
$6.09K - $6.22K
|
3.61K
$71.7K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-12.1K- 6.36% |
$235K - $240K
|
178K
$3.54M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1New |
$19.4 - $19.8
|
1
$19.9
|
|
|
Oct 31, 2023
Q3 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
7.03K+ 56.52% |
$136K - $139K
|
19.5K
$386K
|
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.2K- 7.41% |
$23.3K - $23.8K
|
15K
$298K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-4.13K- 11.91% |
$80.1K - $81.9K
|
30.6K
$607K
|
|
| Q2 2023 | |||||||
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
24.2KNew |
$474K - $483K
|
24.2K
$480K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-551- 4.4% |
$10.8K - $11K
|
12K
$237K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.09K+ 13.81% |
$40.9K - $41.7K
|
17.2K
$341K
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
14.4KNew |
$283K - $288K
|
14.4K
$287K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
16.9KNew |
$331K - $338K
|
16.9K
$336K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-45- 83.33% |
$882 - $899
|
9
$179
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
197K+ 1490.08% |
$3.87M - $3.94M
|
211K
$4.18M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
25KNew |
$490K - $499K
|
25K
$496K
|
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
SELL
|
- |
-110- 0.86% |
$2.16K - $2.2K
|
12.6K
$251K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1New |
$19.6 - $20
|
1
$19.9
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.03KNew |
$39.8K - $40.5K
|
2.03K
$40.3K
|
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
4+ 0.04% |
$78.4 - $79.9
|
10.7K
$213K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-10.8K- 12.16% |
$212K - $216K
|
78K
$1.55M
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
2.05K+ 2.49% |
$40.2K - $41K
|
84.4K
$1.67M
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-426- 3.55% |
$8.37K - $8.53K
|
11.6K
$229K
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
307New |
$5.96K - $6.09K
|
307
$6.09K
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
12.4KNew |
$241K - $247K
|
12.4K
$247K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.93K+ 15.46% |
$37.6K - $38.4K
|
14.4K
$287K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
75New |
$1.46K - $1.49K
|
75
$1.49K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14.1KClosed |
$274K - $280K
|
0
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-41.4K- 12.53% |
$803K - $821K
|
289K
$5.73M
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
56+ 0.45% |
$1.09K - $1.11K
|
12.6K
$250K
|
|