Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
258KNew |
$5.38M - $5.42M
|
258K
$5.12M
|
|
|
Oct 27, 2021
Q3 2021
|
Hedeker Wealth, LLC
|
BUY
|
- |
119KNew |
$2.48M - $2.49M
|
119K
$2.36M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
112KNew |
$2.34M - $2.35M
|
112K
$2.23M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
71K+ 68.74% |
$1.48M - $1.49M
|
174K
$3.46M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
54.7K+ 96.12% |
$1.14M - $1.15M
|
112K
$2.22M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
48.8K+ 11.08% |
$1.02M - $1.02M
|
489K
$9.71M
|
|
|
Nov 16, 2021
Q3 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
46.6K+ 21.17% |
$972K - $979K
|
267K
$5.3M
|
|
|
Nov 09, 2021
Q3 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
31.5K+ 19.41% |
$658K - $662K
|
194K
$3.85M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
30.4K+ 37.24% |
$634K - $638K
|
112K
$2.22M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
23.4KNew |
$489K - $492K
|
23.4K
$465K
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.4K+ 15.26% |
$468K - $471K
|
169K
$3.36M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21.6K+ 43.27% |
$450K - $453K
|
71.4K
$1.42M
|
|
|
Nov 01, 2021
Q3 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
20.4K+ 21.93% |
$425K - $428K
|
113K
$2.25M
|
|
|
Oct 13, 2021
Q3 2021
|
Mattern Wealth Management LLC
|
BUY
|
- |
16.7K+ 120.9% |
$348K - $350K
|
30.5K
$605K
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.8KNew |
$308K - $310K
|
14.8K
$294K
|
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12.7K+ 14.86% |
$265K - $266K
|
98.1K
$1.95M
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
12.2KNew |
$255K - $257K
|
12.2K
$243K
|
|
|
Oct 27, 2021
Q3 2021
|
Grant
|
BUY
|
- |
11.8KNew |
$246K - $247K
|
11.8K
$234K
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
11.4KNew |
$238K - $239K
|
11.4K
$226K
|
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
11.1K+ 46.09% |
$231K - $232K
|
35K
$696K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
9.39KNew |
$196K - $197K
|
9.39K
$186K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.76K+ 28.98% |
$162K - $163K
|
34.5K
$685K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
7.5KNew |
$156K - $157K
|
7.5K
$149K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.14K+ 62.53% |
$149K - $150K
|
18.6K
$369K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
6.17K+ 30.35% |
$129K - $129K
|
26.5K
$526K
|
|
|
Oct 27, 2021
Q3 2021
|
Lvz, Inc.
|
BUY
|
- |
4.9K+ 24.91% |
$102K - $103K
|
24.6K
$488K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
4.07K+ 25.12% |
$84.9K - $85.5K
|
20.3K
$402K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.24K+ 2.0% |
$46.7K - $47K
|
114K
$2.27M
|
|
|
Nov 01, 2021
Q3 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.02K+ 4.28% |
$42.1K - $42.4K
|
49.2K
$976K
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.4K+ 6.09% |
$29.2K - $29.4K
|
24.4K
$484K
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.36K+ 3.33% |
$28.4K - $28.6K
|
42.3K
$840K
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.27K+ 5.11% |
$26.5K - $26.6K
|
26.1K
$518K
|
|
|
Oct 13, 2021
Q3 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
675+ 3.06% |
$14.1K - $14.2K
|
22.8K
$452K
|
|
|
Feb 23, 2022
Q3 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
515+ 0.65% |
$10.7K - $10.8K
|
79.4K
$1.58M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
202+ 0.56% |
$4.21K - $4.24K
|
36.5K
$725K
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
175+ 2.54% |
$3.65K - $3.67K
|
7.06K
$140K
|
|
|
Nov 12, 2021
Q3 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
39+ 1.05% |
$814 - $819
|
3.75K
$74.4K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
20+ 0.27% |
$417 - $420
|
7.52K
$149K
|
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
14+ 0.37% |
$292 - $294
|
3.81K
$75.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7+ 0.05% |
$146 - $147
|
13.1K
$261K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.62K- 13.63% |
$33.8K - $34K
|
10.3K
$204K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.12K- 3.43% |
$85.8K - $86.4K
|
116K
$2.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.89K- 17.89% |
$102K - $103K
|
22.5K
$446K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.75K- 7.2% |
$120K - $121K
|
74.1K
$1.47M
|
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-7.85K- 43.91% |
$164K - $165K
|
10K
$199K
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.5KClosed |
$220K - $221K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
G&S Capital LLC
|
SELL
|
- |
-10.6K- 31.32% |
$222K - $223K
|
23.3K
$463K
|
|
|
Oct 20, 2021
Q3 2021
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-14.3K- 19.42% |
$299K - $301K
|
59.4K
$1.18M
|
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-17.7KClosed |
$368K - $371K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-22.4K- 19.05% |
$466K - $469K
|
95K
$1.89M
|