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 |
---|---|---|---|---|---|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
48,164
shares
|
$953,647
0.0% of portfolio
|
Q1 2024
Reduced 1.35%
|
|
Inspirion Wealth Advisors, LLC
|
Apr 12, 2024 Q1 2024 |
46,755
shares
|
$925,749
0.15% of portfolio
|
Q3 2023
Reduced 17.62%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
44,162
shares
|
$874,407
0.01% of portfolio
|
Q1 2024
Reduced 0.88%
|
|
Francis Financial, Inc.
New York, NY |
Apr 17, 2024 Q1 2024 |
43,332
shares
|
$857,973
0.3% of portfolio
|
Q1 2024
Added 8.02%
|
|
Snowden Capital Advisors LLC
New York, NY |
May 15, 2024 Q1 2024 |
40,675
shares
|
$805,365
0.03% of portfolio
|
Q1 2024
Added 16.56%
|
|
Occidental Asset Management, LLC
|
Apr 16, 2024 Q1 2024 |
40,218
shares
|
$796,316
0.15% of portfolio
|
Q1 2024
Reduced 3.89%
|
|
Trust CO Of Oklahoma
|
Apr 19, 2024 Q1 2024 |
37,884
shares
|
$750,103
0.27% of portfolio
|
Q3 2023
Added 19.95%
|
|
One Plus One Wealth Management, LLC
|
Apr 10, 2024 Q1 2024 |
36,580
shares
|
$724,284
0.42% of portfolio
|
Q3 2023
Reduced 1.36%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
36,173
shares
|
$716,225
0.01% of portfolio
|
Q3 2023
Reduced 10.9%
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Apr 15, 2024 Q1 2024 |
35,428
shares
|
$701,474
0.21% of portfolio
|
Q1 2024
Added 19.32%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 11, 2024 Q1 2024 |
35,143
shares
|
$695,831
0.02% of portfolio
|
Q1 2024
Added 0.62%
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2024 Q1 2024 |
34,313
shares
|
$679,397
0.11% of portfolio
|
Q1 2024
Reduced 45.18%
|
|
Arbor Capital Management Inc
Anchorage, AK |
May 13, 2024 Q1 2024 |
34,215
shares
|
$677,457
0.65% of portfolio
|
Q1 2024
Added 0.2%
|
|
Swmg, LLC
Fort Worth, TX |
May 15, 2024 Q1 2024 |
33,446
shares
|
$662,230
0.3% of portfolio
|
Q1 2024
Reduced 37.5%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
32,861
shares
|
$650,647
0.0% of portfolio
|
Q1 2024
Added 2.1%
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
31,163
shares
|
$617,027
0.01% of portfolio
|
Q1 2024
Added 84.34%
|
|
Sutton Place Investors LLC
Katonah, NY |
Apr 22, 2024 Q1 2024 |
31,100
shares
|
$615,780
0.31% of portfolio
|
Q4 2022
New holding
|
|
Security Financial Services, Inc.
|
Apr 11, 2024 Q1 2024 |
31,096
shares
|
$615,700
0.14% of portfolio
|
Q1 2024
Added 3.45%
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2024 Q1 2024 |
29,948
shares
|
$592,970
0.13% of portfolio
|
Q1 2024
Added 33.8%
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
29,814
shares
|
$590,317
0.0% of portfolio
|
Q1 2024
Reduced 22.4%
|
|
Principle Wealth Partners LLC
|
Apr 23, 2024 Q1 2024 |
29,245
shares
|
$579,051
0.05% of portfolio
|
Q1 2024
Reduced 23.22%
|
|
Hedeker Wealth, LLC
|
Apr 18, 2024 Q1 2024 |
28,125
shares
|
$556,875
0.16% of portfolio
|
Q1 2024
Reduced 4.34%
|
|
Foster Victor Wealth Advisors, LLC
|
Apr 26, 2024 Q1 2024 |
26,043
shares
|
$515,651
0.05% of portfolio
|
Q1 2024
New holding
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
May 08, 2024 Q1 2024 |
23,008
shares
|
$455,558
0.03% of portfolio
|
Q1 2024
New holding
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
22,645
shares
|
$448,371
0.0% of portfolio
|
Q1 2024
Reduced 0.84%
|