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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1.21KNew |
$23.6K - $24.1K
|
1.21K
$24.1K
|
|
|
Jan 25, 2023
Q4 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
31.1KNew |
$604K - $617K
|
31.1K
$617K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
54+ 0.5% |
$1.05K - $1.07K
|
10.9K
$215K
|
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
SELL
|
- |
-70.2K- 85.41% |
$1.36M - $1.39M
|
12K
$238K
|
|
| Q3 2022 | |||||||
|
May 20, 2025
Q3 2022
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
110KNew |
$2.15M - $2.22M
|
110K
$2.19M
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
33.6KNew |
$654K - $675K
|
33.6K
$667K
|
|
|
Nov 14, 2022
Q3 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
12.5KNew |
$243K - $250K
|
12.5K
$247K
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
14.3KNew |
$278K - $287K
|
14.3K
$283K
|
|
|
Nov 14, 2022
Q3 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-102- 0.8% |
$1.99K - $2.05K
|
12.7K
$252K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
29.5K+ 43.85% |
$574K - $592K
|
96.7K
$1.92M
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-6- 0.23% |
$117 - $121
|
2.65K
$52.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-346- 1.23% |
$6.74K - $6.95K
|
27.7K
$550K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
3KNew |
$58.4K - $60.3K
|
3K
$59.6K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
87.5K+ 80.93% |
$1.71M - $1.76M
|
196K
$3.88M
|
|
|
Oct 21, 2022
Q3 2022
|
G&S Capital LLC
|
SELL
|
- |
-1.56K- 12.12% |
$30.3K - $31.3K
|
11.3K
$224K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
19.4KNew |
$382K - $389K
|
19.4K
$384K
|
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-5- 0.13% |
$98.7 - $100
|
3.83K
$76K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
7.5KNew |
$148K - $151K
|
7.5K
$149K
|
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-23.8KClosed |
$470K - $478K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-11.8KClosed |
$232K - $236K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-3.01K- 22.17% |
$59.3K - $60.4K
|
10.6K
$209K
|
|
|
Jul 21, 2022
Q2 2022
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-30.4KClosed |
$600K - $611K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Engrave Wealth Partners LLC
|
BUY
|
- |
11.3KNew |
$224K - $228K
|
11.3K
$225K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
97.8KNew |
$1.96M - $2.04M
|
97.8K
$1.94M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
23.8KNew |
$477K - $496K
|
23.8K
$472K
|
|
|
May 09, 2022
Q1 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-26.2KClosed |
$525K - $546K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-3.11KClosed |
$62.4K - $64.9K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-36KClosed |
$722K - $751K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-5.76KClosed |
$116K - $120K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-23.4KClosed |
$470K - $488K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
406New |
$8.14K - $8.47K
|
406
$8.06K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-7.52KClosed |
$156K - $157K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-10KClosed |
$209K - $209K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-35KClosed |
$729K - $731K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-220KClosed |
$4.59M - $4.62M
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 03, 2021
Q1 2021
|
Avestar Capital, LLC
|
SELL
|
- |
-40.1KClosed |
$830K - $839K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-24Closed |
$497 - $503
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-13.7KClosed |
$281K - $284K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.69K+ 20.05% |
$33.5K - $34.6K
|
10.1K
$200K
|
|
| Q1 2020 | |||||||
|
May 04, 2020
Q1 2020
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
6.89K+ 287.08% |
$134K - $143K
|
9.29K
$184K
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-121KClosed |
$2.47M - $2.48M
|
0
$0
|
|