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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-6.13K- 8.91% |
$118K - $122K
|
62.7K
$1.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-1.76K- 8.6% |
$33.9K - $35.1K
|
18.7K
$372K
|
|
|
Jan 25, 2024
Q4 2023
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-301- 0.33% |
$5.81K - $6.01K
|
91.1K
$1.81M
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-20.2K- 50.65% |
$392K - $401K
|
19.7K
$393K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-12.1K- 6.36% |
$235K - $240K
|
178K
$3.55M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.43K- 10.9% |
$85.8K - $87.7K
|
36.2K
$721K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-4.13K- 11.91% |
$80.1K - $81.9K
|
30.6K
$609K
|
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.2K- 7.41% |
$23.3K - $23.8K
|
15K
$299K
|
|
| Q2 2023 | |||||||
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-551- 4.4% |
$10.8K - $11K
|
12K
$238K
|
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
SELL
|
- |
-110- 0.86% |
$2.16K - $2.2K
|
12.6K
$251K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-45- 83.33% |
$882 - $899
|
9
$179
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-16.6KClosed |
$325K - $332K
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-10.8K- 12.16% |
$212K - $216K
|
78K
$1.55M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-10.1K- 44.09% |
$198K - $202K
|
12.8K
$255K
|
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
SELL
|
- |
-5.17K- 33.92% |
$101K - $103K
|
10.1K
$201K
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-426- 3.55% |
$8.37K - $8.53K
|
11.6K
$230K
|
|
| Q4 2022 | |||||||
|
Jan 20, 2023
Q4 2022
|
Keudell
|
SELL
|
- |
-70.2K- 85.41% |
$1.36M - $1.39M
|
12K
$239K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-41.4K- 12.53% |
$803K - $821K
|
289K
$5.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14.1KClosed |
$274K - $280K
|
0
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-2.5K- 17.86% |
$48.6K - $49.6K
|
11.5K
$229K
|
|
| Q3 2022 | |||||||
|
Oct 21, 2022
Q3 2022
|
G&S Capital LLC
|
SELL
|
- |
-1.56K- 12.12% |
$30.3K - $31.3K
|
11.3K
$225K
|
|
|
Nov 09, 2022
Q3 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-346- 1.23% |
$6.74K - $6.95K
|
27.7K
$552K
|
|
|
Nov 14, 2022
Q3 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-102- 0.8% |
$1.99K - $2.05K
|
12.7K
$253K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-6- 0.23% |
$117 - $121
|
2.65K
$52.8K
|
|
| Q2 2022 | |||||||
|
Jul 21, 2022
Q2 2022
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-30.4KClosed |
$600K - $611K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-23.8KClosed |
$470K - $478K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-11.8KClosed |
$232K - $236K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-3.01K- 22.17% |
$59.3K - $60.4K
|
10.6K
$210K
|
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-5- 0.13% |
$98.7 - $100
|
3.83K
$76.3K
|
|
| Q1 2022 | |||||||
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-36KClosed |
$722K - $751K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-26.2KClosed |
$525K - $546K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-23.4KClosed |
$470K - $488K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-5.76KClosed |
$116K - $120K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-3.11KClosed |
$62.4K - $64.9K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-35KClosed |
$729K - $731K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-10KClosed |
$209K - $209K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-7.52KClosed |
$156K - $157K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-220KClosed |
$4.59M - $4.62M
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 03, 2021
Q1 2021
|
Avestar Capital, LLC
|
SELL
|
- |
-40.1KClosed |
$830K - $839K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-24Closed |
$497 - $503
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-13.7KClosed |
$281K - $284K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-121KClosed |
$2.47M - $2.48M
|
0
$0
|
|