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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
2,679
shares
|
$52,937
0.0% of portfolio
|
Q4 2024
Added 490.09%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
1,879
shares
|
$37,129
0.0% of portfolio
|
Q1 2025
Added 7.56%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
1,750
shares
|
$34,580
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,558
shares
|
$30,786
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,552
shares
|
$30,667
0.0% of portfolio
|
Q2 2024
Added 48.52%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,500
shares
|
$29,640
0.0% of portfolio
|
Q1 2025
Reduced 28.57%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
931
shares
|
$18,396
0.01% of portfolio
|
Q2 2024
Reduced 49.01%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
664
shares
|
$13,120
0.0% of portfolio
|
Q1 2025
Reduced 97.7%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
516
shares
|
$10,196
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
500
shares
|
$9,880
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
255
shares
|
$5,038
0.0% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
165
shares
|
$3,260
0.0% of portfolio
|
Q2 2024
Reduced 91.32%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
130
shares
|
$2,568
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|