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 139 institutions that hold shares in the stock, with a total of 20 Million shares, which have been reported (via 13F filing form) to have a value of $395 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
3,590,098
shares
|
$70.9 Million
0.01% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,698,479
shares
|
$33.6 Million
0.01% of portfolio
|
Q1 2025
Added 8.61%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,366,653
shares
|
$27 Million
0.04% of portfolio
|
Q3 2024
Added 17.07%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,236,069
shares
|
$24.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
822,443
shares
|
$16.3 Million
0.02% of portfolio
|
Q1 2025
Added 12.34%
|
|
|
Rmr Wealth Builders
|
Apr 16, 2025 Q1 2025 |
813,010
shares
|
$16.1 Million
1.72% of portfolio
|
Q1 2025
Added 14.15%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
752,583
shares
|
$14.9 Million
7.91% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
707,860
shares
|
$14 Million
0.0% of portfolio
|
Q1 2025
Added 21.91%
|
|
|
Tru Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
591,128
shares
|
$11.7 Million
0.75% of portfolio
|
Q1 2025
Added 7.96%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
428,724
shares
|
$8.47 Million
0.02% of portfolio
|
Q1 2025
Added 384.94%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
424,996
shares
|
$8.4 Million
0.0% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
405,680
shares
|
$8.02 Million
0.0% of portfolio
|
Q1 2025
Added 4.59%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Apr 25, 2025 Q1 2025 |
374,385
shares
|
$7.4 Million
2.5% of portfolio
|
Q1 2025
Added 9.76%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
370,242
shares
|
$7.32 Million
0.05% of portfolio
|
Q1 2025
Added 91.52%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
288,801
shares
|
$5.71 Million
0.11% of portfolio
|
Q4 2022
Reduced 12.53%
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
232,827
shares
|
$4.6 Million
0.45% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
224,100
shares
|
$4.43 Million
0.0% of portfolio
|
Q1 2025
Added 6.71%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
222,729
shares
|
$4.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.27%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
220,773
shares
|
$4.36 Million
0.48% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
208,872
shares
|
$4.13 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.05%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
180,554
shares
|
$3.57 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
178,931
shares
|
$3.54 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
170,013
shares
|
$3.36 Million
0.49% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
167,557
shares
|
$3.31 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
164,322
shares
|
$3.25 Million
0.02% of portfolio
|
Q1 2025
Reduced 35.26%
|