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 |
---|---|---|---|---|---|---|---|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-16.5K- 27.57% |
$327K - $331K
|
43.3K
$863K
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-6.38K- 30.04% |
$126K - $128K
|
14.9K
$296K
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-5.61K- 34.13% |
$111K - $113K
|
10.8K
$216K
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-3.8K- 9.59% |
$75.3K - $76.3K
|
35.8K
$713K
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.58K- 99.86% |
$70.8K - $71.7K
|
5
$99.6
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.51K- 5.66% |
$49.7K - $50.4K
|
41.8K
$832K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.4K- 16.31% |
$47.5K - $48.1K
|
12.3K
$245K
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-1.84K- 14.14% |
$36.4K - $36.9K
|
11.2K
$222K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.26K- 11.21% |
$25K - $25.3K
|
10K
$199K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-605- 0.78% |
$12K - $12.1K
|
76.5K
$1.52M
|
|
Jan 29, 2025
Q4 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-600- 1.74% |
$11.9K - $12K
|
34K
$676K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-220- 0.23% |
$4.36K - $4.41K
|
95.6K
$1.9M
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-212- 0.23% |
$4.2K - $4.25K
|
90.9K
$1.81M
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-188- 1.03% |
$3.72K - $3.77K
|
18K
$358K
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-114- 0.68% |
$2.26K - $2.29K
|
16.5K
$329K
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-112- 0.34% |
$2.22K - $2.25K
|
33.1K
$659K
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-21- 0.14% |
$416 - $421
|
14.7K
$292K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.32M- 28.13% |
$26.1M - $26.5M
|
3.38M
$67.2M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-58.3K- 4.71% |
$1.15M - $1.17M
|
1.18M
$23.5M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-47K- 19.12% |
$927K - $943K
|
199K
$3.96M
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-39.5K- 72.18% |
$780K - $794K
|
15.2K
$303K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-31.5K- 93.75% |
$622K - $632K
|
2.1K
$41.8K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-31.4K- 53.21% |
$619K - $629K
|
27.6K
$549K
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-31.2K- 61.86% |
$616K - $626K
|
19.2K
$383K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-26K- 16.81% |
$514K - $523K
|
129K
$2.57M
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-20.3K- 10.35% |
$401K - $407K
|
176K
$3.5M
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-16.9K- 23.62% |
$334K - $339K
|
54.7K
$1.09M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.87K- 2.09% |
$175K - $178K
|
416K
$8.27M
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-7.63K- 12.62% |
$151K - $153K
|
52.8K
$1.05M
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-7.02K- 20.39% |
$139K - $141K
|
27.4K
$546K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-6.36K- 1.15% |
$126K - $128K
|
549K
$10.9M
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.77K- 27.38% |
$114K - $116K
|
15.3K
$305K
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-5.08K- 9.51% |
$100K - $102K
|
48.4K
$963K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.91K- 1.23% |
$97K - $98.6K
|
394K
$7.85M
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-4.12K- 22.58% |
$81.2K - $82.6K
|
14.1K
$281K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.4K- 14.46% |
$47.3K - $48.1K
|
14.2K
$282K
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.12K- 45.6% |
$41.8K - $42.5K
|
2.53K
$50.3K
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.58K- 5.31% |
$31.2K - $31.7K
|
28.2K
$561K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-896- 1.4% |
$17.7K - $18K
|
63.1K
$1.26M
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-600- 5.98% |
$11.8K - $12K
|
9.44K
$188K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-325- 0.93% |
$6.42K - $6.52K
|
34.5K
$687K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-267- 13.19% |
$5.27K - $5.36K
|
1.76K
$35K
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-246- 2.16% |
$4.86K - $4.94K
|
11.1K
$222K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-89- 0.1% |
$1.76K - $1.79K
|
86.3K
$1.72M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-59- 0.11% |
$1.16K - $1.18K
|
53.8K
$1.07M
|
|
Q2 2024 | |||||||
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.74K- 91.32% |
$34.1K - $34.4K
|
165
$3.29K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.14K- 64.96% |
$22.5K - $22.7K
|
616
$12.3K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1K- 22.21% |
$19.7K - $19.8K
|
3.5K
$69.7K
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-895- 49.01% |
$17.6K - $17.8K
|
931
$18.5K
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-248- 2.27% |
$4.88K - $4.92K
|
10.7K
$213K
|