Purchases and Sales Made in Q3 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 Q3 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 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
199K+ 17.07% |
$3.93M - $4M
|
1.37M
$27.1M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
95.8KNew |
$1.89M - $1.92M
|
95.8K
$1.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
63.7K+ 9.91% |
$1.26M - $1.28M
|
706K
$14M
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
34.6K+ 143.06% |
$684K - $695K
|
58.9K
$1.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
32.2KNew |
$635K - $646K
|
32.2K
$639K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
29.5K+ 19.06% |
$582K - $591K
|
184K
$3.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
26.5K+ 12.12% |
$524K - $533K
|
246K
$4.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
21.1K+ 101.84% |
$417K - $424K
|
41.9K
$832K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20.5K+ 11.81% |
$406K - $412K
|
195K
$3.86M
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
20.2K+ 9.91% |
$399K - $405K
|
224K
$4.45M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
19.5KNew |
$384K - $390K
|
19.5K
$386K
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
18.2K+ 32.8% |
$359K - $365K
|
73.6K
$1.46M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
17.7K+ 17.92% |
$349K - $355K
|
116K
$2.31M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17.4K+ 2.46% |
$344K - $350K
|
727K
$14.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
16.3KNew |
$322K - $328K
|
16.3K
$324K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14.8KNew |
$293K - $298K
|
14.8K
$294K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
14.8K+ 57.0% |
$292K - $297K
|
40.7K
$808K
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
14.3K+ 2.27% |
$282K - $286K
|
642K
$12.7M
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
13.9K+ 4.8% |
$275K - $279K
|
304K
$6.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.8K+ 17.22% |
$272K - $277K
|
93.8K
$1.86M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
13.7KNew |
$270K - $275K
|
13.7K
$272K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.7K+ 6.49% |
$270K - $275K
|
225K
$4.46M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
13.2K+ 30.48% |
$261K - $265K
|
56.6K
$1.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
12.5K+ 114.73% |
$246K - $250K
|
23.3K
$463K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
12K+ 54.89% |
$236K - $240K
|
33.8K
$671K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.8KNew |
$233K - $237K
|
11.8K
$234K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.2K+ 6.8% |
$221K - $225K
|
176K
$3.5M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
10.9KNew |
$216K - $219K
|
10.9K
$217K
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
9.72K+ 1.82% |
$192K - $195K
|
544K
$10.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
7.78K+ 62.97% |
$154K - $156K
|
20.1K
$400K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
4.66K+ 1.99% |
$91.9K - $93.5K
|
239K
$4.75M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.01K+ 24.96% |
$59.4K - $60.4K
|
15.1K
$299K
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
3K+ 25.58% |
$59.1K - $60.1K
|
14.7K
$292K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.63K+ 0.95% |
$51.9K - $52.7K
|
280K
$5.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.16K+ 2.41% |
$42.6K - $43.3K
|
91.7K
$1.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.2K+ 0.62% |
$23.7K - $24.1K
|
196K
$3.89M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
783+ 2.51% |
$15.5K - $15.7K
|
31.9K
$634K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
750+ 1.97% |
$14.8K - $15.1K
|
38.8K
$770K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
700+ 0.8% |
$13.8K - $14K
|
88.6K
$1.76M
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
516New |
$10.2K - $10.4K
|
516
$10.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
482+ 3.85% |
$9.51K - $9.67K
|
13K
$258K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
370+ 2.27% |
$7.3K - $7.43K
|
16.7K
$331K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
256+ 0.33% |
$5.05K - $5.14K
|
77.1K
$1.53M
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
150+ 0.73% |
$2.96K - $3.01K
|
20.6K
$408K
|
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
89+ 0.13% |
$1.76K - $1.79K
|
71.1K
$1.41M
|
|
|
Nov 18, 2024
Q3 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
78+ 0.74% |
$1.54K - $1.57K
|
10.6K
$211K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
75+ 0.74% |
$1.48K - $1.51K
|
10.3K
$204K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
66+ 0.52% |
$1.3K - $1.32K
|
12.9K
$255K
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
BUY
|
- |
57+ 0.05% |
$1.13K - $1.14K
|
110K
$2.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
53+ 0.2% |
$1.05K - $1.06K
|
26.1K
$518K
|