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 123 institutions that hold shares in the stock, with a total of 17.5 Million shares, which have been reported (via 13F filing form) to have a value of $351 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lunt Capital Management, Inc.
Holladay, UT |
Jul 19, 2024 Q2 2024 |
19,455
shares
|
$390,267
0.19% of portfolio
|
Q3 2023
Added 56.52%
|
|
Simplicity Wealth,Llc
|
Jul 10, 2024 Q2 2024 |
18,232
shares
|
$365,733
0.01% of portfolio
|
Q1 2024
New holding
|
|
Principle Wealth Partners LLC
|
Aug 13, 2024 Q2 2024 |
18,139
shares
|
$363,868
0.03% of portfolio
|
Q2 2024
Reduced 37.98%
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Sep 11, 2024 Q2 2024 |
17,331
shares
|
$347,659
0.07% of portfolio
|
Q2 2024
Added 9.23%
|
|
Alta Wealth Advisors LLC
|
Jul 24, 2024 Q2 2024 |
17,100
shares
|
$343,026
0.17% of portfolio
|
Q2 2024
Reduced 0.71%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
16,572
shares
|
$332,434
0.01% of portfolio
|
Q2 2024
Reduced 5.56%
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 14, 2024 Q2 2024 |
16,290
shares
|
$326,777
0.01% of portfolio
|
Q2 2024
New holding
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
15,464
shares
|
$310,207
0.0% of portfolio
|
Q2 2024
Reduced 48.13%
|
|
Clearwater Capital Advisors, LLC
|
Aug 06, 2024 Q2 2024 |
15,000
shares
|
$300,900
0.03% of portfolio
|
Q3 2023
Reduced 7.41%
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 14, 2024 Q2 2024 |
14,274
shares
|
$286,336
0.0% of portfolio
|
Q4 2023
New holding
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2024 Q2 2024 |
13,500
shares
|
$270,810
0.03% of portfolio
|
Q4 2023
New holding
|
|
Synovus Financial Corp
Columbus, GA |
Aug 13, 2024 Q2 2024 |
12,787
shares
|
$256,507
0.0% of portfolio
|
Q1 2024
New holding
|
|
Iams Wealth Management, LLC
Omaha, NE |
Aug 05, 2024 Q2 2024 |
12,521
shares
|
$251,171
0.14% of portfolio
|
Q2 2024
Reduced 12.57%
|
|
Chilton Capital Management LLC
Houston, TX |
Aug 01, 2024 Q2 2024 |
12,453
shares
|
$249,807
0.01% of portfolio
|
Q3 2022
New holding
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jul 31, 2024 Q2 2024 |
12,355
shares
|
$247,841
0.14% of portfolio
|
Q2 2024
New holding
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
12,061
shares
|
$241,943
0.03% of portfolio
|
Q2 2024
Added 17.06%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
11,889
shares
|
$238,493
0.01% of portfolio
|
Q2 2020
Added 20.05%
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 25, 2024 Q2 2024 |
11,713
shares
|
$234,962
0.1% of portfolio
|
Q2 2024
Added 16.25%
|
|
Keystone Wealth Services, LLC
|
Jul 12, 2024 Q2 2024 |
11,500
shares
|
$230,689
0.08% of portfolio
|
Q4 2022
Reduced 17.86%
|
|
Black Diamond Wealth Management Inc.
|
Aug 13, 2024 Q2 2024 |
11,383
shares
|
$228,342
0.17% of portfolio
|
Q2 2024
New holding
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
11,262
shares
|
$225,915
0.01% of portfolio
|
Q2 2024
New holding
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
10,864
shares
|
$217,931
0.0% of portfolio
|
Q2 2024
Added 0.96%
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
10,695
shares
|
$214,541
0.01% of portfolio
|
Q2 2024
Reduced 2.27%
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Jul 26, 2024 Q2 2024 |
10,569
shares
|
$212,014
0.16% of portfolio
|
Q2 2024
Added 0.72%
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 26, 2024 Q2 2024 |
10,278
shares
|
$206,176
0.03% of portfolio
|
Q1 2024
New holding
|