Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
576K+ 13.97% |
$11.3M - $11.4M
|
4.7M
$93.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
576K+ 13.97% |
$11.3M - $11.4M
|
4.7M
$93.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
145K+ 147.52% |
$2.86M - $2.88M
|
244K
$4.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
82.7K+ 60.7% |
$1.63M - $1.64M
|
219K
$4.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
55.8K+ 25.11% |
$1.1M - $1.11M
|
278K
$5.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
55.2K+ 160.86% |
$1.09M - $1.1M
|
89.5K
$1.78M
|
|
|
Jul 30, 2024
Q2 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
35.6K+ 100.47% |
$700K - $706K
|
71K
$1.41M
|
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
BUY
|
- |
34K+ 5.59% |
$669K - $675K
|
642K
$12.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
21.4K+ 15.07% |
$421K - $425K
|
163K
$3.25M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20.6K+ 9.14% |
$405K - $408K
|
246K
$4.88M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
20.4K+ 88.47% |
$400K - $404K
|
43.4K
$861K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
19.1K+ 10.86% |
$375K - $378K
|
195K
$3.86M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.9K+ 11.45% |
$333K - $336K
|
165K
$3.27M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.5K+ 2.39% |
$325K - $328K
|
709K
$14.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
16.3KNew |
$320K - $323K
|
16.3K
$323K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.8K+ 3.84% |
$290K - $293K
|
399K
$7.92M
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
BUY
|
- |
13.2K+ 13.64% |
$260K - $263K
|
110K
$2.19M
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
12.4KNew |
$243K - $245K
|
12.4K
$245K
|
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
12.1K+ 27.84% |
$237K - $239K
|
55.4K
$1.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
11.4KNew |
$224K - $226K
|
11.4K
$226K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11.3KNew |
$222K - $223K
|
11.3K
$224K
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
11K+ 5.72% |
$217K - $219K
|
204K
$4.05M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
10.2KNew |
$200K - $202K
|
10.2K
$202K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.89K+ 61.64% |
$195K - $196K
|
25.9K
$515K
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
7.46K+ 1.2% |
$147K - $148K
|
628K
$12.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
6.14K+ 12.63% |
$121K - $122K
|
54.8K
$1.09M
|
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
5.14K+ 25.03% |
$101K - $102K
|
25.7K
$509K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
4.6KNew |
$90.5K - $91.3K
|
4.6K
$91.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
4.11K+ 1.79% |
$80.9K - $81.6K
|
234K
$4.65M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.88KNew |
$76.4K - $77K
|
3.88K
$77.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.62K+ 3.52% |
$71.1K - $71.7K
|
106K
$2.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.28K+ 10.53% |
$64.5K - $65.1K
|
34.4K
$684K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.56K+ 4.17% |
$50.4K - $50.8K
|
64K
$1.27M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.46K+ 1.62% |
$48.4K - $48.8K
|
155K
$3.07M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.99K+ 6.06% |
$39.2K - $39.5K
|
34.9K
$692K
|
|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1.88K+ 8.42% |
$37K - $37.3K
|
24.2K
$481K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.76K+ 17.06% |
$34.6K - $34.9K
|
12.1K
$239K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.67K+ 2.87% |
$32.8K - $33.1K
|
59.8K
$1.19M
|
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.64K+ 16.25% |
$32.2K - $32.5K
|
11.7K
$233K
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.46K+ 9.23% |
$28.8K - $29K
|
17.3K
$344K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
838New |
$16.5K - $16.6K
|
838
$16.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
507+ 48.52% |
$9.97K - $10.1K
|
1.55K
$30.8K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
447+ 10.65% |
$8.79K - $8.87K
|
4.64K
$92.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
376+ 0.78% |
$7.4K - $7.46K
|
48.5K
$964K
|
|
|
Aug 06, 2024
Q2 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
173+ 0.51% |
$3.4K - $3.43K
|
34.4K
$683K
|
|
|
Jul 12, 2024
Q2 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
147+ 0.73% |
$2.89K - $2.92K
|
20.4K
$405K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
103+ 0.96% |
$2.03K - $2.04K
|
10.9K
$216K
|
|
|
Jul 26, 2024
Q2 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
76+ 0.72% |
$1.49K - $1.51K
|
10.6K
$210K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
62+ 0.2% |
$1.22K - $1.23K
|
31.2K
$618K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
26+ 0.74% |
$511 - $516
|
3.56K
$70.6K
|