Institutional Ownership First Tr Et Fd Iii Short Durat (FSMB)
This table provides information about the institutional ownership of First Tr Et Fd Iii Short Durat (FSMB). We have compiled data on the 123 institutions that hold shares in the stock, with a total of 16.9 Million shares, which have been reported (via 13F filing form) to have a value of $334 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
4,122,174
shares
|
$81.4 Million
0.01% of portfolio
|
Q1 2024
Reduced 6.17%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
1,316,627
shares
|
$26 Million
0.01% of portfolio
|
Q1 2024
Added 11.37%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
1,206,185
shares
|
$23.8 Million
0.04% of portfolio
|
Q1 2024
Added 5.26%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
692,720
shares
|
$13.7 Million
0.02% of portfolio
|
Q1 2024
Added 23.41%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 15, 2024 Q1 2024 |
620,107
shares
|
$12.2 Million
8.16% of portfolio
|
Q1 2024
Added 9.26%
|
|
|
Rmr Wealth Builders
|
Apr 15, 2024 Q1 2024 |
608,433
shares
|
$12 Million
1.46% of portfolio
|
Q1 2024
Added 26.93%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
556,734
shares
|
$11 Million
0.0% of portfolio
|
Q1 2024
Added 66.74%
|
|
|
Tru Wealth Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
548,938
shares
|
$10.8 Million
0.76% of portfolio
|
Q1 2024
Added 5.09%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
437,477
shares
|
$8.64 Million
0.0% of portfolio
|
Q1 2024
Added 18.01%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
384,211
shares
|
$7.59 Million
0.0% of portfolio
|
Q1 2024
Added 19.34%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
May 02, 2024 Q1 2024 |
304,516
shares
|
$6.01 Million
2.26% of portfolio
|
Q1 2024
Reduced 12.01%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
288,801
shares
|
$5.7 Million
0.11% of portfolio
|
Q4 2022
Reduced 12.53%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
247,687
shares
|
$4.89 Million
0.02% of portfolio
|
Q1 2024
Added 3.88%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2024 Q1 2024 |
230,317
shares
|
$4.55 Million
0.62% of portfolio
|
Q1 2024
Added 4.91%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
225,078
shares
|
$4.45 Million
0.01% of portfolio
|
Q1 2024
Added 151.42%
|
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
222,077
shares
|
$4.39 Million
0.03% of portfolio
|
Q1 2024
Reduced 13.56%
|
|
|
Orion Portfolio Solutions, LLC
|
May 09, 2024 Q1 2024 |
215,504
shares
|
$4.26 Million
0.05% of portfolio
|
Q1 2024
Reduced 15.51%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
201,433
shares
|
$3.98 Million
0.01% of portfolio
|
Q1 2024
Reduced 38.99%
|
|
|
Condor Capital Management
Martinsville, NJ |
May 09, 2024 Q1 2024 |
192,760
shares
|
$3.81 Million
0.38% of portfolio
|
Q1 2024
Added 0.75%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
176,519
shares
|
$3.49 Million
0.0% of portfolio
|
Q1 2024
Added 83.85%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 15, 2024 Q1 2024 |
175,599
shares
|
$3.47 Million
0.24% of portfolio
|
Q1 2024
Added 24.55%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
152,132
shares
|
$3 Million
0.03% of portfolio
|
Q1 2024
Added 5.24%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
147,934
shares
|
$2.92 Million
0.0% of portfolio
|
Q1 2024
Added 0.52%
|
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
142,082
shares
|
$2.81 Million
0.02% of portfolio
|
Q1 2024
Reduced 3.28%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
136,317
shares
|
$2.69 Million
0.0% of portfolio
|
Q1 2024
Reduced 5.68%
|
|