Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Jan 31, 2024
Q4 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
725+ 3.43% |
$14K - $14.5K
|
21.8K
$433K
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
BUY
|
- |
610+ 0.62% |
$11.8K - $12.2K
|
98.5K
$1.95M
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
600+ 3.93% |
$11.6K - $12K
|
15.9K
$315K
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
510+ 0.66% |
$9.85K - $10.2K
|
78.4K
$1.55M
|
|
Jan 22, 2024
Q4 2023
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
500+ 0.57% |
$9.66K - $9.99K
|
88.7K
$1.76M
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
330+ 1.11% |
$6.37K - $6.59K
|
30.1K
$596K
|
|
Jan 24, 2024
Q4 2023
|
Hedeker Wealth, LLC
|
BUY
|
- |
319+ 1.1% |
$6.16K - $6.37K
|
29.4K
$583K
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
213New |
$4.11K - $4.25K
|
213
$4.23K
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
179+ 0.9% |
$3.46K - $3.57K
|
20.1K
$400K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
111+ 0.62% |
$2.14K - $2.22K
|
17.9K
$355K
|
|
Feb 08, 2024
Q4 2023
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
111+ 1.08% |
$2.14K - $2.22K
|
10.4K
$206K
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
25+ 0.63% |
$483 - $499
|
4.02K
$79.8K
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
13+ 0.12% |
$251 - $260
|
11.1K
$219K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-238- 1.78% |
$4.6K - $4.75K
|
13.1K
$260K
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-258- 0.34% |
$4.98K - $5.15K
|
74.6K
$1.48M
|
|
Jan 25, 2024
Q4 2023
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-301- 0.33% |
$5.81K - $6.01K
|
91.1K
$1.81M
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-400- 56.02% |
$7.72K - $7.99K
|
314
$6.23K
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-511- 4.84% |
$9.87K - $10.2K
|
10K
$199K
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-860- 17.98% |
$16.6K - $17.2K
|
3.92K
$77.8K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1K- 7.91% |
$19.3K - $20K
|
11.6K
$231K
|
|
Feb 13, 2024
Q4 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-1.76K- 4.89% |
$33.9K - $35.1K
|
34.1K
$677K
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-1.76K- 8.6% |
$33.9K - $35.1K
|
18.7K
$371K
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.87K- 1.55% |
$36K - $37.3K
|
118K
$2.35M
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.01K- 2.25% |
$38.8K - $40.1K
|
87.3K
$1.73M
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.3K- 9.3% |
$44.3K - $45.8K
|
22.4K
$444K
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.79K- 4.21% |
$53.9K - $55.7K
|
63.5K
$1.26M
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.93K- 7.08% |
$56.6K - $58.5K
|
38.4K
$762K
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.16K- 21.31% |
$61.1K - $63.2K
|
11.7K
$232K
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.51K- 6.09% |
$67.7K - $70K
|
54.1K
$1.07M
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-4.92K- 7.12% |
$95K - $98.3K
|
64.2K
$1.27M
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-5K- 7.67% |
$96.6K - $99.9K
|
60.2K
$1.19M
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.2K- 27.53% |
$100K - $104K
|
13.7K
$272K
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.11K- 2.34% |
$118K - $122K
|
255K
$5.06M
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-6.13K- 8.91% |
$118K - $122K
|
62.7K
$1.24M
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-7.78K- 26.95% |
$150K - $155K
|
21.1K
$418K
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.87K- 13.9% |
$191K - $197K
|
61.2K
$1.21M
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.1K- 9.51% |
$194K - $201K
|
95.8K
$1.9M
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-13K- 36.22% |
$250K - $259K
|
22.8K
$453K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-14.2K- 37.1% |
$273K - $283K
|
24K
$476K
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-15.3K- 4.38% |
$295K - $305K
|
334K
$6.62M
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-15.3K- 9.8% |
$296K - $306K
|
141K
$2.8M
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-18K- 50.77% |
$348K - $359K
|
17.5K
$346K
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-19.8K- 26.16% |
$382K - $395K
|
55.8K
$1.11M
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-19.9K- 30.9% |
$385K - $398K
|
44.6K
$884K
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-20.1K- 27.27% |
$388K - $401K
|
53.5K
$1.06M
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-21.3K- 18.2% |
$411K - $425K
|
95.7K
$1.9M
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-23.6K- 27.4% |
$456K - $472K
|
62.6K
$1.24M
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-28.9K- 16.42% |
$558K - $577K
|
147K
$2.92M
|