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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
408+ 0.35% |
$8.08K - $8.15K
|
117K
$2.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
331+ 2.69% |
$6.55K - $6.61K
|
12.6K
$252K
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
222+ 0.8% |
$4.4K - $4.43K
|
28.1K
$559K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
132+ 7.56% |
$2.61K - $2.64K
|
1.88K
$37.4K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
130New |
$2.57K - $2.6K
|
130
$2.59K
|
|
|
Apr 14, 2025
Q1 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
109+ 0.32% |
$2.16K - $2.18K
|
34.1K
$679K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
57+ 0.25% |
$1.13K - $1.14K
|
22.9K
$456K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
47+ 0.03% |
$931 - $939
|
170K
$3.38M
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
32+ 0.3% |
$634 - $639
|
10.9K
$216K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.79% |
$39.6 - $39.9
|
255
$5.08K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
88KNew |
$1.74M - $1.76M
|
88K
$1.75M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
63.4KNew |
$1.26M - $1.27M
|
63.4K
$1.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
23.2KNew |
$460K - $466K
|
23.2K
$462K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
20.2KNew |
$400K - $405K
|
20.2K
$402K
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
13KNew |
$257K - $261K
|
13K
$259K
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
11.7KNew |
$233K - $236K
|
11.7K
$234K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
9.5K+ 376.09% |
$188K - $191K
|
12K
$239K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
5KNew |
$99K - $100K
|
5K
$99.6K
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.82K+ 8.95% |
$55.8K - $56.5K
|
34.3K
$683K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.23K+ 490.09% |
$44.1K - $44.6K
|
2.68K
$53.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.73KNew |
$34.3K - $34.8K
|
1.73K
$34.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.56KNew |
$30.8K - $31.3K
|
1.56K
$31K
|
|
|
Jan 22, 2025
Q4 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
81+ 0.76% |
$1.6K - $1.62K
|
10.7K
$214K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
11+ 0.02% |
$218 - $221
|
56.6K
$1.13M
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
199K+ 17.07% |
$3.93M - $4M
|
1.37M
$27.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
19.5KNew |
$384K - $390K
|
19.5K
$387K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
17.7K+ 17.92% |
$349K - $355K
|
116K
$2.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14.8KNew |
$293K - $298K
|
14.8K
$295K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.8KNew |
$233K - $237K
|
11.8K
$235K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
10.9KNew |
$216K - $219K
|
10.9K
$218K
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
516New |
$10.2K - $10.4K
|
516
$10.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
75+ 0.74% |
$1.48K - $1.51K
|
10.3K
$204K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
66+ 0.52% |
$1.3K - $1.32K
|
12.9K
$256K
|
|
| Q2 2024 | |||||||
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
5.14K+ 25.03% |
$101K - $102K
|
25.7K
$511K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
4.6KNew |
$90.5K - $91.3K
|
4.6K
$91.6K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.88KNew |
$76.4K - $77K
|
3.88K
$77.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
507+ 48.52% |
$9.97K - $10.1K
|
1.55K
$30.9K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
107K+ 921.33% |
$2.13M - $2.14M
|
119K
$2.37M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10.8KNew |
$215K - $216K
|
10.8K
$216K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
10.8KNew |
$214K - $216K
|
10.8K
$215K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
10.3KNew |
$204K - $205K
|
10.3K
$205K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3.49KNew |
$69.2K - $69.7K
|
3.49K
$69.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.21K+ 19.35% |
$23.9K - $24.1K
|
7.43K
$148K
|
|
|
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
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
14.3KNew |
$276K - $285K
|
14.3K
$284K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.66KNew |
$70.6K - $73K
|
3.66K
$72.8K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.75KNew |
$33.8K - $34.9K
|
1.75K
$34.8K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1.01KNew |
$19.5K - $20.2K
|
1.01K
$20.1K
|
|