Latest Institutional Purchases of First Tr Et Fd Iii Short Durat (FSMB)
This list provides information on the latest institutional transactions involving First Tr Et Fd Iii Short Durat (FSMB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
564K+ 15.7% |
$11M - $11.2M
|
4.15M
$83.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
106K+ 8.54% |
$2.07M - $2.1M
|
1.34M
$27.1M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
97K+ 269.2% |
$1.9M - $1.93M
|
133K
$2.68M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
77.5K+ 43.32% |
$1.52M - $1.54M
|
256K
$5.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
75.5KNew |
$1.48M - $1.5M
|
75.5K
$1.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
64.8K+ 28.93% |
$1.27M - $1.29M
|
289K
$5.83M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
62.1K+ 226.34% |
$1.21M - $1.24M
|
89.5K
$1.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
53.5K+ 3.15% |
$1.05M - $1.07M
|
1.75M
$35.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
53.1K+ 12.5% |
$1.04M - $1.06M
|
478K
$9.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
52.7K+ 7.45% |
$1.03M - $1.05M
|
761K
$15.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
49.2K+ 6.05% |
$963K - $980K
|
862K
$17.4M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
47.5K+ 12.84% |
$931K - $947K
|
418K
$8.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
44KNew |
$862K - $878K
|
44K
$888K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
39.3KNew |
$770K - $784K
|
39.3K
$793K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
31.7K+ 19.91% |
$621K - $632K
|
191K
$3.85M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
31.7K+ 5.36% |
$620K - $631K
|
623K
$12.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
23.9KNew |
$469K - $477K
|
23.9K
$483K
|
|
|
Aug 14, 2025
Q2 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
20.3KNew |
$398K - $405K
|
20.3K
$410K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.7K+ 6.48% |
$307K - $312K
|
258K
$5.2M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
15.6K+ 36.6% |
$305K - $311K
|
58.2K
$1.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
14.7K+ 8.63% |
$287K - $292K
|
185K
$3.73M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
14.2K+ 100.0% |
$278K - $283K
|
28.4K
$573K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.8K+ 1.43% |
$230K - $234K
|
834K
$16.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
11.3KNew |
$222K - $226K
|
11.3K
$229K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
10.3KNew |
$202K - $206K
|
10.3K
$209K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
9.9K+ 32.99% |
$194K - $197K
|
39.9K
$805K
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
9.04K+ 21.65% |
$177K - $180K
|
50.8K
$1.02M
|
|
|
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
|
Castle Wealth Management LLC
|
BUY
|
- |
6.5K+ 55.33% |
$127K - $130K
|
18.2K
$368K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
6.3K+ 6.57% |
$123K - $126K
|
102K
$2.06M
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
5.57K+ 2.52% |
$109K - $111K
|
226K
$4.57M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
BUY
|
- |
5.19K+ 4.33% |
$102K - $103K
|
125K
$2.52M
|
|
|
Jul 16, 2025
Q2 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
5.02K+ 14.74% |
$98.4K - $100K
|
39.1K
$789K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
5K+ 43.48% |
$97.9K - $99.7K
|
16.5K
$333K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4.64K+ 38.96% |
$90.9K - $92.5K
|
16.6K
$334K
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
3.71K+ 11.41% |
$72.6K - $73.9K
|
36.2K
$730K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.58K+ 7.48% |
$70.1K - $71.3K
|
51.4K
$1.04M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.52K+ 8.4% |
$68.9K - $70.1K
|
45.4K
$916K
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
3.21K+ 5.7% |
$62.8K - $63.9K
|
59.4K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.34K+ 23.26% |
$45.8K - $46.6K
|
12.4K
$250K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.01K+ 11.66% |
$39.4K - $40.1K
|
19.3K
$388K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.94KNew |
$38K - $38.7K
|
1.94K
$39.1K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
1.64KNew |
$32.1K - $32.7K
|
1.64K
$33.1K
|
|
|
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 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1KNew |
$19.6K - $19.9K
|
1K
$20.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
838New |
$16.4K - $16.7K
|
838
$16.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
837+ 2.11% |
$16.4K - $16.7K
|
40.5K
$817K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
740+ 0.87% |
$14.5K - $14.7K
|
86K
$1.74M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
604+ 0.51% |
$11.8K - $12K
|
119K
$2.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
591+ 2.14% |
$11.6K - $11.8K
|
28.3K
$570K
|