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 125 institutions that hold shares in the stock, with a total of 16.2 Million shares, which have been reported (via 13F filing form) to have a value of $323 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,376,537
shares
|
$67.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 28.13%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,366,653
shares
|
$27.2 Million
0.04% of portfolio
|
Q3 2024
Added 17.07%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,179,539
shares
|
$23.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
726,677
shares
|
$14.5 Million
0.02% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Rmr Wealth Builders
|
Oct 21, 2024 Q3 2024 |
706,121
shares
|
$14.1 Million
1.5% of portfolio
|
Q3 2024
Added 9.91%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
641,826
shares
|
$12.8 Million
7.26% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
549,143
shares
|
$10.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
543,833
shares
|
$10.8 Million
0.67% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
415,539
shares
|
$8.28 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
394,050
shares
|
$7.85 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
304,000
shares
|
$6.06 Million
2.03% of portfolio
|
Q3 2024
Added 4.8%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
288,801
shares
|
$5.75 Million
0.11% of portfolio
|
Q4 2022
Reduced 12.53%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
280,467
shares
|
$5.59 Million
0.03% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
245,600
shares
|
$4.89 Million
0.01% of portfolio
|
Q3 2024
Added 12.12%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 30, 2024 Q3 2024 |
239,087
shares
|
$4.76 Million
0.62% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
224,749
shares
|
$4.48 Million
0.02% of portfolio
|
Q3 2024
Added 6.49%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
223,995
shares
|
$4.46 Million
0.41% of portfolio
|
Q3 2024
Added 9.91%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
198,677
shares
|
$3.96 Million
0.01% of portfolio
|
Q3 2024
Reduced 19.12%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
195,871
shares
|
$3.9 Million
0.25% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
194,521
shares
|
$3.87 Million
0.0% of portfolio
|
Q3 2024
Added 11.81%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
184,061
shares
|
$3.67 Million
0.02% of portfolio
|
Q3 2024
Added 19.06%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
176,086
shares
|
$3.51 Million
0.0% of portfolio
|
Q3 2024
Added 6.8%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
175,848
shares
|
$3.5 Million
0.04% of portfolio
|
Q3 2024
Reduced 10.35%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
154,791
shares
|
$3.08 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.33%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
128,910
shares
|
$2.57 Million
0.01% of portfolio
|
Q3 2024
Reduced 16.81%
|