Purchases and Sales Made in Q1 2024 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 2024. 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 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
599+ 15.35% |
$11.9K - $12K
|
4.5K
$89.4K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
215+ 0.62% |
$4.26K - $4.29K
|
35.1K
$698K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
140+ 44.59% |
$2.77K - $2.79K
|
454
$9.01K
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
135+ 0.67% |
$2.68K - $2.69K
|
20.3K
$402K
|
|
|
Apr 18, 2024
Q1 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
91+ 0.87% |
$1.8K - $1.82K
|
10.5K
$208K
|
|
|
May 13, 2024
Q1 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
69+ 0.2% |
$1.37K - $1.38K
|
34.2K
$679K
|
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
66+ 0.66% |
$1.31K - $1.32K
|
10.1K
$200K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
29+ 1.05% |
$575 - $579
|
2.78K
$55.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
10+ 0.57% |
$198 - $200
|
1.76K
$34.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
6+ 0.01% |
$119 - $120
|
63.5K
$1.26M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1+ 0.05% |
$19.8 - $20
|
1.9K
$37.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-191- 0.84% |
$3.79K - $3.81K
|
22.6K
$450K
|
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-235- 1.35% |
$4.66K - $4.69K
|
17.2K
$342K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-347- 1.94% |
$6.88K - $6.93K
|
17.5K
$348K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-391- 0.88% |
$7.75K - $7.8K
|
44.2K
$877K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-488- 4.18% |
$9.67K - $9.74K
|
11.2K
$222K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-495- 12.3% |
$9.81K - $9.88K
|
3.53K
$70.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-564- 3.81% |
$11.2K - $11.3K
|
14.2K
$282K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-658- 1.35% |
$13K - $13.1K
|
48.2K
$956K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.21K- 30.95% |
$24.1K - $24.2K
|
2.71K
$53.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-1.28K- 4.34% |
$25.3K - $25.5K
|
28.1K
$558K
|
|
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-1.32K- 6.03% |
$26.1K - $26.3K
|
20.5K
$407K
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
SELL
|
- |
-1.43K- 1.46% |
$28.4K - $28.6K
|
97K
$1.93M
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.63K- 3.89% |
$32.3K - $32.5K
|
40.2K
$798K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.02K- 3.36% |
$40K - $40.3K
|
58.2K
$1.15M
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-2.13K- 3.31% |
$42.2K - $42.5K
|
62.1K
$1.23M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.75K- 20.11% |
$54.6K - $55K
|
10.9K
$217K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-4.82K- 3.28% |
$95.6K - $96.3K
|
142K
$2.82M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-5.38K- 6.87% |
$107K - $107K
|
73K
$1.45M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.86K- 10.84% |
$116K - $117K
|
48.2K
$957K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.3K- 30.43% |
$145K - $146K
|
16.7K
$331K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.2K- 5.68% |
$163K - $164K
|
136K
$2.71M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.61K- 22.4% |
$171K - $172K
|
29.8K
$592K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-8.84K- 23.22% |
$175K - $177K
|
29.2K
$581K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-9.53K- 13.43% |
$189K - $190K
|
61.4K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-10.4K- 8.79% |
$206K - $207K
|
108K
$2.14M
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-13.4K- 13.24% |
$266K - $268K
|
87.9K
$1.75M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-15.4K- 22.15% |
$304K - $307K
|
54K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-18.5K- 12.57% |
$366K - $369K
|
129K
$2.55M
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-20.1K- 37.5% |
$398K - $401K
|
33.4K
$664K
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-28.3K- 45.18% |
$560K - $564K
|
34.3K
$681K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-34.8K- 13.56% |
$690K - $695K
|
222K
$4.41M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-39.6K- 15.51% |
$784K - $789K
|
216K
$4.28M
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-41.6K- 12.01% |
$824K - $830K
|
305K
$6.04M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-77.4K- 80.82% |
$1.53M - $1.55M
|
18.4K
$365K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-92.5K- 50.82% |
$1.83M - $1.85M
|
89.5K
$1.78M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-129K- 38.99% |
$2.55M - $2.57M
|
201K
$4M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-271K- 6.17% |
$5.37M - $5.41M
|
4.12M
$81.8M
|