Purchases and Sales Made in Q1 2022 in 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) during Q1 2022. The information is specifically focused on institutions that hold shares of FIRST TR ET FD III SHORT DURAT.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.56M+ 181.23% |
$31.3M - $32.5M
|
2.42M
$48M
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
901K+ 59.26% |
$18.1M - $18.8M
|
2.42M
$48M
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
635K+ 585.68% |
$12.7M - $13.2M
|
743K
$14.7M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
110K+ 59.04% |
$2.22M - $2.3M
|
298K
$5.9M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
106K+ 18.55% |
$2.13M - $2.22M
|
680K
$13.5M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
97.8KNew |
$1.96M - $2.04M
|
97.8K
$1.94M
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
61.3K+ 87.27% |
$1.23M - $1.28M
|
132K
$2.61M
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
57.3K+ 80.09% |
$1.15M - $1.2M
|
129K
$2.55M
|
|
May 13, 2022
Q1 2022
|
Rmr Wealth Builders
|
BUY
|
- |
53K+ 145.62% |
$1.06M - $1.1M
|
89.4K
$1.77M
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
34.9K+ 27.74% |
$700K - $728K
|
161K
$3.19M
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
32.1KNew |
$644K - $669K
|
32.1K
$636K
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
31.2K+ 26.89% |
$625K - $650K
|
147K
$2.91M
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
30.8K+ 135.3% |
$619K - $643K
|
53.6K
$1.06M
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
26.9KNew |
$539K - $560K
|
26.9K
$533K
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
25KNew |
$502K - $522K
|
25K
$496K
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
23.8K+ 3.39% |
$478K - $496K
|
727K
$14.4M
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
23.8KNew |
$477K - $496K
|
23.8K
$471K
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
23.5KNew |
$471K - $490K
|
23.5K
$465K
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22.4K+ 32.37% |
$450K - $467K
|
91.7K
$1.82M
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
22.3KNew |
$448K - $465K
|
22.3K
$442K
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.7K+ 14.83% |
$414K - $431K
|
160K
$3.17M
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
16.6KNew |
$332K - $345K
|
16.6K
$328K
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.7K+ 102.99% |
$316K - $328K
|
31K
$615K
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11K+ 8.17% |
$221K - $230K
|
146K
$2.89M
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
10.7KNew |
$215K - $224K
|
10.7K
$213K
|
|
Apr 22, 2022
Q1 2022
|
Econ Financial Services Corp
|
BUY
|
- |
9.38KNew |
$188K - $196K
|
9.38K
$186K
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
8.02KNew |
$161K - $167K
|
8.02K
$159K
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
7.77K+ 20.38% |
$156K - $162K
|
45.9K
$909K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
7.23K+ 18.03% |
$145K - $151K
|
47.3K
$938K
|
|
Apr 27, 2022
Q1 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
6.88K+ 19.73% |
$138K - $143K
|
41.7K
$827K
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
6.7K+ 20.05% |
$134K - $140K
|
40.1K
$795K
|
|
Apr 13, 2022
Q1 2022
|
Hedeker Wealth, LLC
|
BUY
|
- |
5.26K+ 4.13% |
$105K - $110K
|
133K
$2.63M
|
|
Apr 27, 2022
Q1 2022
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
3.03K+ 8.88% |
$60.8K - $63.2K
|
37.2K
$737K
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.03K+ 32.25% |
$60.7K - $63.1K
|
12.4K
$246K
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.4K+ 11.21% |
$48.1K - $50K
|
23.8K
$472K
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.27K+ 18.83% |
$45.5K - $47.3K
|
14.3K
$284K
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
769+ 2.61% |
$15.4K - $16K
|
30.2K
$598K
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
487+ 2.37% |
$9.77K - $10.2K
|
21.1K
$418K
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
406New |
$8.14K - $8.47K
|
406
$8.05K
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
342+ 1.44% |
$6.86K - $7.13K
|
24K
$476K
|
|
Apr 18, 2022
Q1 2022
|
Capital Market Strategies LLC
|
BUY
|
- |
275+ 2.2% |
$5.52K - $5.73K
|
12.8K
$253K
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
83+ 0.27% |
$1.66K - $1.73K
|
30.4K
$602K
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
49+ 1.29% |
$983 - $1.02K
|
3.83K
$76K
|
|
May 02, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
16+ 0.02% |
$321 - $334
|
78.4K
$1.55M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4+ 0.01% |
$80.2 - $83.4
|
41.9K
$830K
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 50.0% |
$20.1 - $20.9
|
1
$19.8
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-150- 0.47% |
$3.01K - $3.13K
|
32K
$634K
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-180- 0.23% |
$3.61K - $3.75K
|
78.4K
$1.55M
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-200Closed |
$4.01K - $4.17K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-389- 0.34% |
$7.8K - $8.11K
|
113K
$2.24M
|