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 |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
12,645
shares
|
$249,865
0.0% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
12,453
shares
|
$246,071
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
12,000
shares
|
$237,120
0.02% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
11,910
shares
|
$235,341
0.0% of portfolio
|
Q1 2025
Added 271.61%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
11,889
shares
|
$234,926
0.01% of portfolio
|
Q2 2020
Added 20.05%
|
|
|
Castle Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
11,748
shares
|
$232,140
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
11,500
shares
|
$227,240
0.07% of portfolio
|
Q4 2022
Reduced 17.86%
|
|
|
Black Diamond Wealth Management Inc.
|
May 13, 2025 Q1 2025 |
11,137
shares
|
$220,067
0.18% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Apr 10, 2025 Q1 2025 |
11,045
shares
|
$218,249
0.1% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
10,935
shares
|
$216,075
0.01% of portfolio
|
Q1 2025
Added 15.85%
|
|
|
Alta Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
10,863
shares
|
$214,652
0.1% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
10,278
shares
|
$203,093
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
10,153
shares
|
$200,623
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Lvz, Inc.
|
Apr 22, 2025 Q1 2025 |
10,068
shares
|
$198,943
0.03% of portfolio
|
Q1 2023
Reduced 33.92%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
10,049
shares
|
$198,568
0.0% of portfolio
|
Q1 2025
Reduced 9.78%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
10,000
shares
|
$197,600
0.0% of portfolio
|
Q4 2024
Reduced 11.21%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
9,581
shares
|
$189,320
0.02% of portfolio
|
Q1 2025
Added 1455.36%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
7,433
shares
|
$146,876
0.05% of portfolio
|
Q1 2024
Added 19.35%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
5,674
shares
|
$112,118
0.01% of portfolio
|
Q1 2025
Added 113380.0%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
5,000
shares
|
$98,800
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
3,974
shares
|
$78,526
0.0% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
3,490
shares
|
$68,962
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,000
shares
|
$59,280
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
2,769
shares
|
$54,715
0.0% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
2,742
shares
|
$54,181
0.0% of portfolio
|
Q4 2024
Reduced 80.66%
|