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 124 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 $335 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
128,542
shares
|
$2.55 Million
0.01% of portfolio
|
Q1 2024
Reduced 12.57%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
117,736
shares
|
$2.33 Million
0.0% of portfolio
|
Q1 2024
Added 92.52%
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
107,847
shares
|
$2.14 Million
0.01% of portfolio
|
Q1 2024
Reduced 8.79%
|
|
Stephens Inc
|
May 15, 2024 Q1 2024 |
98,754
shares
|
$1.96 Million
0.03% of portfolio
|
Q3 2023
Reduced 8.34%
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
98,427
shares
|
$1.95 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Advisory Resource Group
|
May 17, 2024 Q1 2024 |
97,027
shares
|
$1.92 Million
0.49% of portfolio
|
Q1 2024
Reduced 1.46%
|
|
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
|
Jan 09, 2024 Q4 2023 |
95,663
shares
|
$1.89 Million
0.09% of portfolio
|
Q4 2023
Reduced 18.2%
|
|
Vishria Bird Financial Group, LLC
|
Apr 22, 2024 Q1 2024 |
91,087
shares
|
$1.8 Million
0.77% of portfolio
|
Q4 2023
Reduced 0.33%
|
|
Insight Inv LLC
El Segundo, CA |
Apr 29, 2024 Q1 2024 |
89,730
shares
|
$1.78 Million
1.55% of portfolio
|
Q1 2024
Added 1.13%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
May 06, 2024 Q1 2024 |
88,289
shares
|
$1.75 Million
0.01% of portfolio
|
Q1 2024
Added 1.19%
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 10, 2024 Q1 2024 |
87,915
shares
|
$1.74 Million
0.45% of portfolio
|
Q1 2024
Reduced 13.24%
|
|
Mutual Advisors, LLC
Casper, WY |
May 02, 2024 Q1 2024 |
87,142
shares
|
$1.73 Million
0.06% of portfolio
|
Q1 2024
Added 16.77%
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
84,361
shares
|
$1.67 Million
0.3% of portfolio
|
Q1 2023
Added 2.49%
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
73,361
shares
|
$1.45 Million
0.02% of portfolio
|
Q1 2024
Added 11.14%
|
|
Stone X Group Inc.
|
May 01, 2024 Q1 2024 |
72,984
shares
|
$1.45 Million
0.16% of portfolio
|
Q1 2024
Reduced 6.87%
|
|
Financial Advocates Investment Management
Olympia, WA |
May 01, 2024 Q1 2024 |
64,296
shares
|
$1.27 Million
0.07% of portfolio
|
Q1 2024
Added 8.5%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
63,546
shares
|
$1.26 Million
0.01% of portfolio
|
Q1 2024
Added 0.01%
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
62,682
shares
|
$1.24 Million
0.49% of portfolio
|
Q4 2023
Reduced 8.91%
|
|
Fsb Premier Wealth Management, Inc.
|
May 10, 2024 Q1 2024 |
62,089
shares
|
$1.23 Million
0.59% of portfolio
|
Q1 2024
Reduced 3.31%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
61,436
shares
|
$1.22 Million
0.0% of portfolio
|
Q1 2024
Reduced 13.43%
|
|
D.A. Davidson & Co.
|
May 13, 2024 Q1 2024 |
58,156
shares
|
$1.15 Million
0.01% of portfolio
|
Q1 2024
Reduced 3.36%
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 13, 2024 Q1 2024 |
53,989
shares
|
$1.07 Million
0.1% of portfolio
|
Q1 2024
Reduced 22.15%
|
|
Naviter Wealth, LLC
|
Apr 18, 2024 Q1 2024 |
48,635
shares
|
$962,973
0.16% of portfolio
|
Q1 2024
New holding
|
|
Kestra Private Wealth Services, LLC
|
May 02, 2024 Q1 2024 |
48,209
shares
|
$954,538
0.02% of portfolio
|
Q1 2024
Reduced 10.84%
|