Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
517K+ 75.96% |
$10.2M - $10.4M
|
1.2M
$23.8M
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
484K+ 66.55% |
$9.54M - $9.72M
|
1.21M
$24M
|
|
Jul 18, 2022
Q2 2022
|
Keudell
|
BUY
|
- |
183KNew |
$3.61M - $3.68M
|
183K
$3.64M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
180K+ 196.87% |
$3.56M - $3.62M
|
272K
$5.4M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
158KNew |
$3.12M - $3.18M
|
158K
$3.14M
|
|
Jul 21, 2022
Q2 2022
|
Advisory Resource Group
|
BUY
|
- |
116KNew |
$2.29M - $2.33M
|
116K
$2.31M
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
114K+ 355.06% |
$2.25M - $2.29M
|
146K
$2.9M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
112K+ 15.12% |
$2.22M - $2.26M
|
855K
$17M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
109K+ 36.52% |
$2.14M - $2.18M
|
406K
$8.06M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
96KNew |
$1.89M - $1.93M
|
96K
$1.91M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
69.3K+ 47.14% |
$1.37M - $1.39M
|
216K
$4.29M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
66.3K+ 158.34% |
$1.31M - $1.33M
|
108K
$2.15M
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
62KNew |
$1.22M - $1.25M
|
62K
$1.23M
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
54.6K+ 175.99% |
$1.08M - $1.1M
|
85.6K
$1.7M
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
52.7K+ 210.44% |
$1.04M - $1.06M
|
77.7K
$1.54M
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
51.7KNew |
$1.02M - $1.04M
|
51.7K
$1.03M
|
|
Jul 27, 2022
Q2 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
49.3KNew |
$972K - $989K
|
49.3K
$978K
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
48.3KNew |
$953K - $971K
|
48.3K
$959K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
47.3KNew |
$933K - $950K
|
47.3K
$939K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
40.3K+ 150.0% |
$795K - $810K
|
67.2K
$1.33M
|
|
Aug 02, 2022
Q2 2022
|
Rmr Wealth Builders
|
BUY
|
- |
31.4K+ 35.13% |
$620K - $631K
|
121K
$2.4M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
30KNew |
$592K - $603K
|
30K
$596K
|
|
Aug 01, 2022
Q2 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
28.1KNew |
$554K - $564K
|
28.1K
$557K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
22.3KNew |
$439K - $447K
|
22.3K
$442K
|
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
BUY
|
- |
21.4KNew |
$422K - $429K
|
21.4K
$424K
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
19.4KNew |
$382K - $389K
|
19.4K
$384K
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
16.4K+ 54.23% |
$323K - $329K
|
46.5K
$924K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.4K+ 9.6% |
$305K - $310K
|
176K
$3.5M
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
14.6KNew |
$289K - $294K
|
14.6K
$291K
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.5K+ 9.92% |
$285K - $291K
|
160K
$3.18M
|
|
Jul 20, 2022
Q2 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
14.4KNew |
$285K - $290K
|
14.4K
$287K
|
|
Jul 28, 2022
Q2 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
12.8KNew |
$253K - $257K
|
12.8K
$254K
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.6KNew |
$229K - $233K
|
11.6K
$230K
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
11.5K+ 8.73% |
$227K - $231K
|
143K
$2.84M
|
|
Jul 13, 2022
Q2 2022
|
Engrave Wealth Partners LLC
|
BUY
|
- |
11.3KNew |
$224K - $228K
|
11.3K
$225K
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.9KNew |
$215K - $219K
|
10.9K
$216K
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.2KNew |
$202K - $206K
|
10.2K
$203K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10KNew |
$197K - $201K
|
10K
$199K
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.7K+ 10.53% |
$191K - $195K
|
102K
$2.02M
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
9.51K+ 20.73% |
$188K - $191K
|
55.4K
$1.1M
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
7.5KNew |
$148K - $151K
|
7.5K
$149K
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.42K+ 10.49% |
$127K - $129K
|
67.7K
$1.34M
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.97K+ 27.73% |
$78.3K - $79.8K
|
18.3K
$363K
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.71K+ 17.63% |
$73.3K - $74.6K
|
24.8K
$492K
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.22K+ 2.01% |
$63.5K - $64.6K
|
163K
$3.24M
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
2.07K+ 9.26% |
$40.8K - $41.5K
|
24.4K
$484K
|
|
Jul 28, 2022
Q2 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
1.76K+ 4.2% |
$34.6K - $35.3K
|
43.5K
$863K
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
1.42K+ 4.45% |
$28.1K - $28.6K
|
33.4K
$663K
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
34+ 0.32% |
$671 - $683
|
10.8K
$214K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|