Purchases and Sales Made in Q2 2023 in First Tr Et Fd Iii Short Durat (FSMB)

FSMB Quotes by TradingView

This table provides information about the institutional ownership of First Tr Et Fd Iii Short Durat (FSMB) during Q2 2023. 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 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
610K
+ 16.29%
$12M - $12.2M
4.35M $86.3M
Aug 17, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
287K
+ 125.29%
$5.62M - $5.72M
515K $10.2M
Jul 26, 2023 Q2 2023
First Heartland Consultants, Inc.

BUY
 -
197K
+ 1490.08%
$3.87M - $3.94M
211K $4.18M
Aug 11, 2023 Q2 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
184K
New
$3.61M - $3.68M
184K $3.65M
Aug 14, 2023 Q2 2023
Stephens Inc

BUY
 -
108K
New
$2.11M - $2.15M
108K $2.14M
Jul 21, 2023 Q2 2023
Rmr Wealth Builders

BUY
 -
103K
+ 36.83%
$2.03M - $2.06M
384K $7.61M
Aug 10, 2023 Q2 2023
Great Valley Advisor Group, Inc.

BUY
 -
90.7K
+ 90.94%
$1.78M - $1.81M
190K $3.77M
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
48.3K
+ 14.74%
$947K - $965K
376K $7.45M
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
BUY
 -
43.5K
+ 28.73%
$853K - $869K
195K $3.86M
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
42.9K
+ 501.84%
$842K - $857K
51.5K $1.02M
Aug 04, 2023 Q2 2023
Tru Wealth Advisors, LLC

BUY
 -
39.3K
+ 8.84%
$771K - $785K
484K $9.59M
Aug 09, 2023 Q2 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
38.6K
New
$757K - $771K
38.6K $765K
Aug 11, 2023 Q2 2023
Ubs Group Ag

BUY
 -
34.9K
+ 11.44%
$685K - $697K
340K $6.74M
Jul 20, 2023 Q2 2023
Naviter Wealth, LLC

BUY
 -
31K
New
$608K - $620K
31K $615K
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
28K
New
$549K - $559K
28K $555K
Jul 20, 2023 Q2 2023
Csenge Advisory Group

BUY
 -
25K
New
$490K - $499K
25K $496K
Jul 11, 2023 Q2 2023
Occidental Asset Management, LLC

BUY
 -
18.5K
+ 96.85%
$363K - $369K
37.6K $745K
Jul 17, 2023 Q2 2023
One Plus One Wealth Management, LLC

BUY
 -
18K
+ 94.22%
$353K - $359K
37.1K $735K
Aug 11, 2023 Q2 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
17.7K
+ 608.18%
$347K - $353K
20.6K $408K
Aug 14, 2023 Q2 2023
Jane Street Group, LLC

New York, NY
BUY
 -
17K
New
$333K - $339K
17K $337K
Aug 04, 2023 Q2 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
16.9K
New
$331K - $338K
16.9K $335K
Aug 14, 2023 Q2 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
16K
New
$314K - $320K
16K $318K
Aug 14, 2023 Q2 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
14.4K
New
$283K - $288K
14.4K $286K
Aug 10, 2023 Q2 2023
Condor Capital Management

Martinsville, NJ
BUY
 -
13.2K
+ 8.47%
$259K - $264K
169K $3.36M
Jul 18, 2023 Q2 2023
Allworth Financial LP

BUY
 -
13K
+ 24.85%
$255K - $259K
65.3K $1.29M
Aug 11, 2023 Q2 2023
Lunt Capital Management, Inc.

Holladay, UT
BUY
 -
12.4K
New
$244K - $248K
12.4K $246K
Jul 21, 2023 Q2 2023
Walkner Condon Financial Advisors LLC

BUY
 -
11.5K
+ 81.68%
$226K - $230K
25.6K $508K
Aug 01, 2023 Q2 2023
Main Line Retirement Advisors, LLC

Radnor, PA
BUY
 -
10.3K
New
$202K - $206K
10.3K $204K
Aug 08, 2023 Q2 2023
Insight Inv LLC

El Segundo, CA
BUY
 -
9.5K
+ 11.98%
$186K - $190K
88.8K $1.76M
Aug 03, 2023 Q2 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
9.18K
+ 47.62%
$180K - $183K
28.5K $564K
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
6.9K
+ 5.21%
$135K - $138K
139K $2.76M
Aug 07, 2023 Q2 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
6.67K
+ 22.37%
$131K - $133K
36.5K $723K
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
6.27K
+ 7.25%
$123K - $125K
92.7K $1.84M
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
6.08K
+ 3.4%
$119K - $121K
185K $3.67M
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
5.39K
New
$106K - $108K
5.39K $107K
Jul 27, 2023 Q2 2023
Continuum Wealth Advisors, LLC

Saratoga Springs, NY
BUY
 -
3.78K
+ 22.34%
$74.2K - $75.6K
20.7K $411K
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

BUY
 -
2.84K
+ 4.46%
$55.8K - $56.8K
66.6K $1.32M
Aug 08, 2023 Q2 2023
Kestra Private Wealth Services, LLC

BUY
 -
2.74K
+ 7.54%
$53.7K - $54.7K
39.1K $774K
Aug 15, 2023 Q2 2023
Raymond James Trust N.A.

BUY
 -
2.09K
+ 13.81%
$40.9K - $41.7K
17.2K $341K
Jul 10, 2023 Q2 2023
Sound Income Strategies, LLC

BUY
 -
2.03K
New
$39.8K - $40.5K
2.03K $40.2K
Aug 11, 2023 Q2 2023
Stone X Group Inc.

BUY
 -
2K
+ 2.5%
$39.2K - $39.9K
81.9K $1.62M
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
1.59K
+ 2.67%
$31.2K - $31.7K
61.1K $1.21M
Aug 08, 2023 Q2 2023
Arbor Capital Management Inc

Anchorage, AK
BUY
 -
1.4K
+ 4.05%
$27.5K - $28K
36K $713K
Aug 01, 2023 Q2 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
1.25K
+ 3.94%
$24.5K - $24.9K
33K $653K
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
1.07K
+ 6.77%
$20.9K - $21.3K
16.8K $334K
Jul 28, 2023 Q2 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
1.04K
+ 3.07%
$20.3K - $20.7K
34.7K $688K
Jul 26, 2023 Q2 2023
Creative Financial Designs Inc

BUY
 -
714
New
$14K - $14.3K
714 $14.2K
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
580
+ 0.46%
$11.4K - $11.6K
128K $2.53M
Aug 08, 2023 Q2 2023
Econ Financial Services Corp

BUY
 -
361
+ 0.7%
$7.08K - $7.21K
51.9K $1.03M

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