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 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
10.8KNew |
$214K - $216K
|
10.8K
$218K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
10.3KNew |
$204K - $205K
|
10.3K
$207K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3.49KNew |
$69.2K - $69.7K
|
3.49K
$70.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.21K+ 19.35% |
$23.9K - $24.1K
|
7.43K
$150K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
627+ 8.64% |
$12.4K - $12.5K
|
7.89K
$159K
|
|
|
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
$288K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.66KNew |
$70.6K - $73K
|
3.66K
$73.7K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.75KNew |
$33.8K - $34.9K
|
1.75K
$35.3K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1.01KNew |
$19.5K - $20.2K
|
1.01K
$20.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.01KNew |
$19.5K - $20.2K
|
1.01K
$20.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
213New |
$4.11K - $4.25K
|
213
$4.3K
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
13+ 0.12% |
$251 - $260
|
11.1K
$223K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13.5KNew |
$262K - $268K
|
13.5K
$272K
|
|
|
Oct 31, 2023
Q3 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
7.03K+ 56.52% |
$136K - $139K
|
19.5K
$392K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
314+ 9.52% |
$6.09K - $6.22K
|
3.61K
$72.9K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1New |
$19.4 - $19.8
|
1
$20.2
|
|
| Q2 2023 | |||||||
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
197K+ 1490.08% |
$3.87M - $3.94M
|
211K
$4.25M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
25KNew |
$490K - $499K
|
25K
$504K
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
24.2KNew |
$474K - $483K
|
24.2K
$488K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
16.9KNew |
$331K - $338K
|
16.9K
$341K
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
14.4KNew |
$283K - $288K
|
14.4K
$291K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.09K+ 13.81% |
$40.9K - $41.7K
|
17.2K
$347K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.03KNew |
$39.8K - $40.5K
|
2.03K
$40.9K
|
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
4+ 0.04% |
$78.4 - $79.9
|
10.7K
$216K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1New |
$19.6 - $20
|
1
$20.2
|
|
| Q1 2023 | |||||||
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
2.05K+ 2.49% |
$40.2K - $41K
|
84.4K
$1.7M
|
|
| Q4 2022 | |||||||
|
Jan 25, 2023
Q4 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
31.1KNew |
$604K - $617K
|
31.1K
$627K
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
12.4KNew |
$241K - $247K
|
12.4K
$251K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.93K+ 15.46% |
$37.6K - $38.4K
|
14.4K
$291K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1.21KNew |
$23.6K - $24.1K
|
1.21K
$24.5K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
307New |
$5.96K - $6.09K
|
307
$6.19K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
75New |
$1.46K - $1.49K
|
75
$1.51K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
56+ 0.45% |
$1.09K - $1.11K
|
12.6K
$254K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
54+ 0.5% |
$1.05K - $1.07K
|
10.9K
$219K
|
|
| Q3 2022 | |||||||
|
May 20, 2025
Q3 2022
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
110KNew |
$2.15M - $2.22M
|
110K
$2.23M
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
33.6KNew |
$654K - $675K
|
33.6K
$678K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
29.5K+ 43.85% |
$574K - $592K
|
96.7K
$1.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
14.3KNew |
$278K - $287K
|
14.3K
$288K
|
|
|
Nov 14, 2022
Q3 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
12.5KNew |
$243K - $250K
|
12.5K
$251K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
3KNew |
$58.4K - $60.3K
|
3K
$60.5K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
19.4KNew |
$382K - $389K
|
19.4K
$391K
|
|
|
Jul 13, 2022
Q2 2022
|
Engrave Wealth Partners LLC
|
BUY
|
- |
11.3KNew |
$224K - $228K
|
11.3K
$229K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
7.5KNew |
$148K - $151K
|
7.5K
$151K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
97.8KNew |
$1.96M - $2.04M
|
97.8K
$1.97M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
23.8KNew |
$477K - $496K
|
23.8K
$480K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
406New |
$8.14K - $8.47K
|
406
$8.19K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.69K+ 20.05% |
$33.5K - $34.6K
|
10.1K
$204K
|
|
| Q1 2020 | |||||||
|
May 04, 2020
Q1 2020
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
6.89K+ 287.08% |
$134K - $143K
|
9.29K
$187K
|
|