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 |
|---|---|---|---|---|---|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
56,594
shares
|
$1.12 Million
0.07% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Apr 23, 2025 Q1 2025 |
56,241
shares
|
$1.11 Million
0.59% of portfolio
|
Q1 2025
Added 5.27%
|
|
|
Hedeker Wealth, LLC
|
May 06, 2025 Q1 2025 |
54,794
shares
|
$1.08 Million
0.3% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
54,215
shares
|
$1.07 Million
0.45% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
47,828
shares
|
$945,081
0.03% of portfolio
|
Q1 2025
Added 200.94%
|
|
|
Occidental Asset Management, LLC
|
May 15, 2025 Q1 2025 |
46,536
shares
|
$919,551
0.14% of portfolio
|
Q1 2025
Added 15.95%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
43,586
shares
|
$861,259
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
43,090
shares
|
$851,458
0.02% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
42,684
shares
|
$843,435
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
42,576
shares
|
$841,301
0.01% of portfolio
|
Q1 2025
Added 35.7%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
41,876
shares
|
$827,469
0.02% of portfolio
|
Q1 2025
Added 26.56%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Apr 16, 2025 Q1 2025 |
41,735
shares
|
$824,683
0.48% of portfolio
|
Q1 2025
Added 15.61%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
39,662
shares
|
$783,721
0.02% of portfolio
|
Q1 2025
Added 12.62%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
37,826
shares
|
$747,441
0.0% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
May 12, 2025 Q1 2025 |
37,045
shares
|
$732,009
0.43% of portfolio
|
Q1 2025
Reduced 41.41%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Apr 28, 2025 Q1 2025 |
36,789
shares
|
$726,950
0.74% of portfolio
|
Q1 2025
Added 3.84%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
36,637
shares
|
$723,947
0.01% of portfolio
|
Q1 2025
Reduced 15.45%
|
|
|
Inspirion Wealth Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
35,495
shares
|
$701,381
0.1% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
One Plus One Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
34,085
shares
|
$673,519
0.49% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Trust CO Of Oklahoma
|
Apr 14, 2025 Q1 2025 |
33,043
shares
|
$652,929
0.23% of portfolio
|
Q1 2025
Reduced 12.78%
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
32,472
shares
|
$641,646
0.13% of portfolio
|
Q1 2025
Added 14.62%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
31,491
shares
|
$622,262
0.16% of portfolio
|
Q1 2025
Reduced 38.38%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 15, 2025 Q1 2025 |
31,468
shares
|
$621,807
0.02% of portfolio
|
Q1 2025
Reduced 5.21%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
30,002
shares
|
$592,839
0.0% of portfolio
|
Q1 2025
Reduced 8.08%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
28,092
shares
|
$555,097
0.04% of portfolio
|
Q1 2025
Added 0.8%
|