Purchases and Sales Made in Q2 2023 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 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
354+ 0.42% |
$6.94K - $7.07K
|
85K
$1.69M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
255+ 0.38% |
$5K - $5.09K
|
67.3K
$1.34M
|
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
12+ 0.11% |
$235 - $240
|
11K
$219K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
10+ 0.2% |
$196 - $200
|
5.03K
$99.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
6+ 0.04% |
$118 - $120
|
14K
$278K
|
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
4+ 0.04% |
$78.4 - $79.9
|
10.7K
$213K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1New |
$19.6 - $20
|
1
$19.9
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.01% |
$19.6 - $20
|
7.13K
$142K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-45- 83.33% |
$882 - $899
|
9
$179
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-50- 1.82% |
$981 - $999
|
2.7K
$53.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-83- 0.27% |
$1.63K - $1.66K
|
30.9K
$613K
|
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
SELL
|
- |
-110- 0.86% |
$2.16K - $2.2K
|
12.6K
$251K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-150- 0.23% |
$2.94K - $3K
|
65.3K
$1.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-496- 7.52% |
$9.73K - $9.91K
|
6.1K
$121K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-551- 4.4% |
$10.8K - $11K
|
12K
$237K
|
|
|
Aug 03, 2023
Q2 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-755- 0.2% |
$14.8K - $15.1K
|
382K
$7.59M
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.17K- 1.13% |
$22.9K - $23.3K
|
102K
$2.02M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.19K- 6.83% |
$23.4K - $23.8K
|
16.3K
$323K
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.42K- 2.05% |
$27.8K - $28.3K
|
67.9K
$1.35M
|
|
|
Jul 17, 2023
Q2 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-1.76K- 4.23% |
$34.6K - $35.2K
|
39.9K
$791K
|
|
|
Jul 19, 2023
Q2 2023
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-1.87K- 2.0% |
$36.6K - $37.3K
|
91.4K
$1.81M
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-2.31K- 26.13% |
$45.3K - $46.2K
|
6.53K
$130K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.64K- 2.0% |
$51.7K - $52.6K
|
129K
$2.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.79K- 1.98% |
$54.7K - $55.7K
|
138K
$2.73M
|
|
|
Jul 11, 2023
Q2 2023
|
Advisory Resource Group
|
SELL
|
- |
-3.58K- 3.31% |
$70.3K - $71.6K
|
105K
$2.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.55K- 9.7% |
$89.3K - $90.9K
|
42.4K
$842K
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-6.11K- 8.88% |
$120K - $122K
|
62.7K
$1.25M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.98K- 16.64% |
$156K - $159K
|
40K
$794K
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-12.2K- 5.6% |
$239K - $243K
|
206K
$4.08M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-14.8K- 1.09% |
$290K - $295K
|
1.34M
$26.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-20.4K- 8.18% |
$399K - $407K
|
229K
$4.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-20.5K- 8.57% |
$402K - $409K
|
219K
$4.34M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-42.6K- 17.35% |
$836K - $851K
|
203K
$4.03M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-51.1K- 18.12% |
$1M - $1.02M
|
231K
$4.58M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-75K- 44.63% |
$1.47M - $1.5M
|
93K
$1.85M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-86.9K- 6.36% |
$1.7M - $1.74M
|
1.28M
$25.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-96.6K- 52.95% |
$1.89M - $1.93M
|
85.8K
$1.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-115K- 21.2% |
$2.26M - $2.3M
|
428K
$8.51M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-386K- 45.18% |
$7.56M - $7.7M
|
468K
$9.29M
|
|
|
Jul 28, 2023
Q2 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-509K- 87.27% |
$9.99M - $10.2M
|
74.3K
$1.48M
|