Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-271K- 6.17% |
$5.37M - $5.41M
|
4.12M
$81.6M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-129K- 38.99% |
$2.55M - $2.57M
|
201K
$3.99M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-77.4K- 80.82% |
$1.53M - $1.55M
|
18.4K
$364K
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-41.6K- 12.01% |
$824K - $830K
|
305K
$6.03M
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-39.6K- 15.51% |
$784K - $789K
|
216K
$4.27M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-34.8K- 13.56% |
$690K - $695K
|
222K
$4.4M
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-28.3K- 45.18% |
$560K - $564K
|
34.3K
$679K
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-20.1K- 37.5% |
$398K - $401K
|
33.4K
$662K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-18.5K- 12.57% |
$366K - $369K
|
129K
$2.55M
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-15.4K- 22.15% |
$304K - $307K
|
54K
$1.07M
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-13.4K- 13.24% |
$266K - $268K
|
87.9K
$1.74M
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-10.4K- 8.79% |
$206K - $207K
|
108K
$2.14M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-9.53K- 13.43% |
$189K - $190K
|
61.4K
$1.22M
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-8.84K- 23.22% |
$175K - $177K
|
29.2K
$579K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.61K- 22.4% |
$171K - $172K
|
29.8K
$590K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.2K- 5.68% |
$163K - $164K
|
136K
$2.7M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.3K- 30.43% |
$145K - $146K
|
16.7K
$331K
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.86K- 10.84% |
$116K - $117K
|
48.2K
$955K
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-5.38K- 6.87% |
$107K - $107K
|
73K
$1.45M
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-4.82K- 3.28% |
$95.6K - $96.3K
|
142K
$2.81M
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.75K- 20.11% |
$54.6K - $55K
|
10.9K
$217K
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-2.13K- 3.31% |
$42.2K - $42.5K
|
62.1K
$1.23M
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.02K- 3.36% |
$40K - $40.3K
|
58.2K
$1.15M
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.63K- 3.89% |
$32.3K - $32.5K
|
40.2K
$796K
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
SELL
|
- |
-1.43K- 1.46% |
$28.4K - $28.6K
|
97K
$1.92M
|
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-1.32K- 6.03% |
$26.1K - $26.3K
|
20.5K
$406K
|
|
Apr 18, 2024
Q1 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-1.28K- 4.34% |
$25.3K - $25.5K
|
28.1K
$557K
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.21K- 30.95% |
$24.1K - $24.2K
|
2.71K
$53.6K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-658- 1.35% |
$13K - $13.1K
|
48.2K
$954K
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-564- 3.81% |
$11.2K - $11.3K
|
14.2K
$282K
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-495- 12.3% |
$9.81K - $9.88K
|
3.53K
$69.9K
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-488- 4.18% |
$9.67K - $9.74K
|
11.2K
$222K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-391- 0.88% |
$7.75K - $7.8K
|
44.2K
$874K
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-235- 1.35% |
$4.66K - $4.69K
|
17.2K
$341K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-191- 0.84% |
$3.79K - $3.81K
|
22.6K
$448K
|
|
Q4 2023 | |||||||
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-35.3K- 9.82% |
$682K - $705K
|
324K
$6.42M
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-21.3K- 18.2% |
$411K - $425K
|
95.7K
$1.89M
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-19.8K- 26.16% |
$382K - $395K
|
55.8K
$1.1M
|
|
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
$370K
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-511- 4.84% |
$9.87K - $10.2K
|
10K
$199K
|
|
Jan 25, 2024
Q4 2023
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-301- 0.33% |
$5.81K - $6.01K
|
91.1K
$1.8M
|
|
Q3 2023 | |||||||
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-20.2K- 50.65% |
$392K - $401K
|
19.7K
$390K
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-12.1K- 6.36% |
$235K - $240K
|
178K
$3.53M
|
|
Oct 13, 2023
Q3 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-10K- 17.62% |
$194K - $198K
|
46.8K
$926K
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-8.98K- 8.34% |
$174K - $178K
|
98.8K
$1.96M
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.43K- 10.9% |
$85.8K - $87.7K
|
36.2K
$716K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-4.13K- 11.91% |
$80.1K - $81.9K
|
30.6K
$606K
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.2K- 7.41% |
$23.3K - $23.8K
|
15K
$297K
|
|
Oct 12, 2023
Q3 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-506- 1.36% |
$9.81K - $10K
|
36.6K
$724K
|