Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
1.52MNew |
$29.7M - $30.6M
|
1.52M
$30.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.01M+ 66.49% |
$19.7M - $20.3M
|
2.53M
$50.3M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
330KNew |
$6.43M - $6.63M
|
330K
$6.55M
|
|
|
Oct 24, 2022
Q3 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
311KNew |
$6.07M - $6.26M
|
311K
$6.18M
|
|
|
Nov 08, 2022
Q3 2022
|
Rmr Wealth Builders
|
BUY
|
- |
113K+ 93.39% |
$2.2M - $2.27M
|
234K
$4.64M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
87.5K+ 80.93% |
$1.71M - $1.76M
|
196K
$3.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
87.1K+ 40.26% |
$1.7M - $1.75M
|
303K
$6.02M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
86.1K+ 52.75% |
$1.68M - $1.73M
|
249K
$4.95M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
68.7K+ 145.28% |
$1.34M - $1.38M
|
116K
$2.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
65.9KNew |
$1.28M - $1.32M
|
65.9K
$1.31M
|
|
|
Nov 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
BUY
|
- |
64.8K+ 303.42% |
$1.26M - $1.3M
|
86.2K
$1.71M
|
|
|
Nov 09, 2022
Q3 2022
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
61.2KNew |
$1.19M - $1.23M
|
61.2K
$1.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
48.3K+ 4.04% |
$942K - $971K
|
1.24M
$24.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
39.3K+ 363.89% |
$766K - $790K
|
50.1K
$995K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
39K+ 45.52% |
$759K - $783K
|
125K
$2.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
34.6KNew |
$673K - $694K
|
34.6K
$686K
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
33.6KNew |
$654K - $675K
|
33.6K
$667K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
29.5K+ 43.85% |
$574K - $592K
|
96.7K
$1.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
29.2K+ 18.22% |
$569K - $587K
|
190K
$3.76M
|
|
|
Nov 10, 2022
Q3 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
28KNew |
$546K - $563K
|
28K
$556K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
24K+ 23.6% |
$468K - $483K
|
126K
$2.5M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
22.5K+ 5.55% |
$439K - $453K
|
429K
$8.51M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
22.5K+ 224.73% |
$438K - $451K
|
32.5K
$645K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
21.9K+ 45.21% |
$426K - $439K
|
70.2K
$1.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
19.8KNew |
$386K - $398K
|
19.8K
$393K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.6K+ 23.1% |
$305K - $314K
|
83.3K
$1.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
14.3KNew |
$278K - $287K
|
14.3K
$283K
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.1KNew |
$275K - $283K
|
14.1K
$280K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
14.1K+ 8.91% |
$275K - $283K
|
172K
$3.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.5KNew |
$244K - $251K
|
12.5K
$248K
|
|
|
Nov 14, 2022
Q3 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
12.5KNew |
$243K - $250K
|
12.5K
$247K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
11.9KNew |
$232K - $239K
|
11.9K
$236K
|
|
|
Oct 05, 2022
Q3 2022
|
Econ Financial Services Corp
|
BUY
|
- |
10.5KNew |
$204K - $211K
|
10.5K
$208K
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
9.68K+ 66.12% |
$189K - $195K
|
24.3K
$483K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8.97K+ 36.21% |
$175K - $180K
|
33.8K
$670K
|
|
|
Nov 23, 2022
Q3 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
8.45K+ 10.82% |
$165K - $170K
|
86.5K
$1.72M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.07K+ 69.62% |
$157K - $162K
|
19.7K
$390K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.2K+ 27.85% |
$121K - $125K
|
28.5K
$565K
|
|
|
Oct 17, 2022
Q3 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
4.25K+ 9.78% |
$82.8K - $85.4K
|
47.8K
$948K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4K+ 8.6% |
$77.9K - $80.4K
|
50.5K
$1M
|
|
|
Oct 25, 2022
Q3 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
3.38K+ 4.12% |
$65.8K - $67.9K
|
85.3K
$1.69M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
3KNew |
$58.4K - $60.3K
|
3K
$59.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.71KNew |
$52.8K - $54.5K
|
2.71K
$53.8K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.39K+ 0.28% |
$46.5K - $47.9K
|
858K
$17M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.86K+ 1.94% |
$36.2K - $37.3K
|
97.9K
$1.94M
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.76K+ 16.09% |
$34.2K - $35.3K
|
12.7K
$251K
|
|
|
Nov 15, 2022
Q3 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.5KNew |
$29.2K - $30.1K
|
1.5K
$29.8K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
1.27KNew |
$24.7K - $25.5K
|
1.27K
$25.2K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
1.27KNew |
$24.6K - $25.4K
|
1.27K
$25.1K
|
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
366+ 2.88% |
$7.13K - $7.35K
|
13.1K
$259K
|