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 |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
159,226
shares
|
$3.15 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
157,690
shares
|
$3.12 Million
0.01% of portfolio
|
Q1 2025
Added 26.95%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
149,766
shares
|
$2.96 Million
0.19% of portfolio
|
Q1 2025
Reduced 28.41%
|
|
|
Francis Financial, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
135,810
shares
|
$2.68 Million
0.76% of portfolio
|
Q1 2025
Added 49.51%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
132,804
shares
|
$2.62 Million
0.03% of portfolio
|
Q1 2025
Reduced 12.04%
|
|
|
Advisory Resource Group
|
Apr 21, 2025 Q1 2025 |
119,740
shares
|
$2.37 Million
0.58% of portfolio
|
Q1 2025
Added 6.08%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
118,285
shares
|
$2.34 Million
0.01% of portfolio
|
Q1 2025
Added 20.74%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
116,773
shares
|
$2.31 Million
0.11% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
116,454
shares
|
$2.3 Million
0.04% of portfolio
|
Q3 2024
Added 17.92%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
96,665
shares
|
$1.91 Million
0.08% of portfolio
|
Q3 2022
Added 43.85%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
95,909
shares
|
$1.9 Million
0.06% of portfolio
|
Q1 2025
Reduced 7.3%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
95,603
shares
|
$1.89 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Insight Inv LLC
El Segundo, CA |
Apr 25, 2025 Q1 2025 |
92,560
shares
|
$1.83 Million
0.65% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Vishria Bird Financial Group, LLC
|
Apr 28, 2025 Q1 2025 |
90,321
shares
|
$1.78 Million
0.68% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
90,316
shares
|
$1.78 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.77%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
85,291
shares
|
$1.69 Million
0.01% of portfolio
|
Q1 2025
Added 9.81%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
84,361
shares
|
$1.67 Million
0.3% of portfolio
|
Q1 2023
Added 2.49%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
84,249
shares
|
$1.66 Million
0.0% of portfolio
|
Q1 2025
Added 30.06%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
74,227
shares
|
$1.47 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Apr 01, 2025 Q1 2025 |
66,843
shares
|
$1.32 Million
0.33% of portfolio
|
Q1 2025
Reduced 6.39%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
63,100
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
63,011
shares
|
$1.25 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.89%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
62,682
shares
|
$1.24 Million
0.49% of portfolio
|
Q4 2023
Reduced 8.91%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
62,155
shares
|
$1.23 Million
0.08% of portfolio
|
Q1 2025
Added 49.01%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
59,966
shares
|
$1.18 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.37%
|