Who owns First Tr Exch Traded Fd Iii shrt dur mng mun?

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Analyze quarterly positions in First Tr Exch Traded Fd Iii shrt dur mng mun with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of First Tr Exch Traded Fd Iii shrt dur mng mun stock

Who bought or sold First Tr Exch Traded Fd Iii shrt dur mng mun this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Morgan Stanley 4.2M $83M 100% Jun 2025
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LPL Financial 1.4M $29M 7% Sep 2025
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CI Private Wealth 1.2M $24k 100% Sep 2025
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RMR Wealth Builders 944k $19M 9% Sep 2025
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HighTower Advisors 834k $17M 0% Sep 2025
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PFS Partners 702k $14M -2% Sep 2025
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UBS Group 680k $14M -11% Sep 2025
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TruWealth Advisors 642k $13M 3% Sep 2025
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Royal Bank of Canada 452k $9.1M -5% Sep 2025
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Goss Wealth Management 442k $8.9M 6% Sep 2025
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Raymond James Financial 428k $8.6M -76% Sep 2025
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Wells Fargo & Company 424k $8.5M 47% Sep 2025
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Rockefeller Capital Management 418k $8.4M 0% Sep 2025
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EnRich Financial Partners 384k $7.7M 0% Sep 2025
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Envestnet Asset Management 336k $6.7M -1% Sep 2025
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Advisor Group Holdings 304k $6.1M 18% Sep 2025
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Hanson McClain Advisors 254k $5.1M -1% Sep 2025
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Nilsine Partners 247k $5.0M 9% Sep 2025
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Jpmorgan Chase & Co 243k $4.9M 45% Sep 2025
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Stifel Financial 236k $4.7M 18% Sep 2025
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Condor Capital Management 234k $4.7M 1% Sep 2025
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Cetera Investment Advisers 206k $4.1M 8% Sep 2025
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Per Stirling Capital Management 172k $3.5M -7% Sep 2025
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Mml Investors Services 152k $3.0M 3% Sep 2025
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Francis Financial 148k $3.0M 11% Sep 2025
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Advisory Resource Group 128k $2.6M 2% Sep 2025
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CLS Investments 123k $2.5M -8% Sep 2025
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Commonwealth Equity Services 123k $2.5M 41% Sep 2025
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Sowell Financial Services 118k $2.4M 0% Sep 2025
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Stephens 117k $2.3M 0% Sep 2025
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Envestnet Portfolio Solutions 115k $2.3M -3% Sep 2025
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Cambridge Investment Research Advisors 106k $2.1M 18% Sep 2025
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IFP Advisors 105k $2.1M 3% Sep 2025
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Gateway Wealth Partners 105k $2.1M 100% Sep 2025
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Kestra Advisory Services 93k $1.9M -4% Sep 2025
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Brian McDonald 92k $1.8M 7% Sep 2025
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Insight Inv 87k $1.7M 8% Sep 2025
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Equitable Holdings 78k $1.6M 35% Sep 2025
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Dynamic Advisors Solutions 77k $1.5M 50% Sep 2025
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Intl Fcstone 77k $1.5M 2% Sep 2025
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Vestmark Advisory Solutions 72k $1.4M 100% Sep 2025
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Mount Yale Investment Advisors 72k $1.4M 100% Sep 2025
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Mutual Advisors 70k $1.4M -6% Sep 2025
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Visionary Wealth Advisors 68k $1.4M -53% Sep 2025
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Genesis Private Wealth 66k $1.3M 10% Sep 2025
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RFG Advisory 58k $1.2M 28% Sep 2025
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Summit Financial 57k $1.1M 100% Sep 2025
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Hobart Private Capital 57k $1.1M 53% Sep 2025
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Citadel Advisors 55k $1.1M 100% Sep 2025
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Elequin Capital 53k $1.1M 120% Sep 2025
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Avaii Wealth Management 50k $995k -2% Sep 2025
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Fsb Premier Wealth Management 49k $983k -2% Sep 2025
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Branch Banking & Trust Company 46k $921k -39% Sep 2025
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Occidental Asset Management 46k $914k 0% Sep 2025
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James Investment Research 44k $875k 0% Sep 2025
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Stratos Wealth Partners 40k $809k 2% Sep 2025
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Private Advisor 40k $807k 1% Sep 2025
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Prospera Financial Services 40k $801k -1% Sep 2025
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Integrys Wealth Advisors 40k $793k 16% Sep 2025
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Security Financial Services 39k $778k 7% Sep 2025
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Arbor Capital Management 37k $747k 2% Sep 2025
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D.A. Davidson & Co. 37k $736k 0% Sep 2025
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Crossmark Global Holdings 36k $716k -16% Sep 2025
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Concurrent Investment Advisors 34k $675k -22% Sep 2025
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Trust Co Of Oklahoma 33k $664k 0% Sep 2025
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Wealth Enhancement Advisory Services 32k $648k -5% Sep 2025
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Eldridge Investment Advisors 32k $632k 0% Sep 2025
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Prime Capital Investment Advisors 29k $572k 1% Sep 2025
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Foster Victor Wealth Advisors 28k $557k -2% Sep 2025
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Core Wealth Partners 26k $515k 0% Sep 2025
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Pensionmark Financial Group 24k $490k 4% Sep 2025
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Summit Wealth Partners 23k $470k 2% Sep 2025
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Modern Wealth Management 23k $454k -15% Sep 2025
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One + One Wealth Management 22k $449k -43% Sep 2025
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Principle Wealth Partners 20k $410k 25% Sep 2025
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Capital Investment Advisory Services 19k $384k -1% Sep 2025
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Foronjy Financial 19k $376k 100% Sep 2025
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Castle Wealth Management 18k $366k 0% Sep 2025
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Uniting Wealth Partners 18k $354k 100% Sep 2025
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AE Wealth Management 17k $340k 2% Sep 2025
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Goldman Sachs Group 17k $336k 100% Sep 2025
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Keystone Wealth Services 17k $331k 0% Sep 2025
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Snowden Capital Advisors 15k $308k 24% Sep 2025
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Ashton Thomas Private Wealth 15k $308k 0% Sep 2025
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Bsc Private Wealth Management 15k $301k 0% Sep 2025
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Rooted Wealth Advisors 15k $295k 0% Sep 2025
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Kestra Private Wealth Services 14k $290k 24% Sep 2025
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H D Vest Advisory Services 14k $272k -21% Jun 2025
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Hedeker Wealth Management 13k $266k 19% Sep 2025
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Novem Group 13k $261k 0% Sep 2025
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Golden State Wealth Management 13k $252k 0% Sep 2025
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Chilton Capital Management 13k $250k 0% Sep 2025
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Certified Advisory Corp 12k $249k 100% Sep 2025
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Integrity Wealth Advisors 12k $249k 13% Sep 2025
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Naples Global Advisors 12k $241k 0% Sep 2025
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Hilltop Holdings 11k $228k 0% Sep 2025
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Capital Analysts 11k $220k 0% Sep 2025
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BlackDiamond Wealth Management 11k $219k 3% Sep 2025
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Alta Wealth Advisors 11k $218k 100% Sep 2025
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Mariner Wealth Advisors 11k $216k -13% Sep 2025
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IFG Advisory 10k $208k 0% Sep 2025
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Tiaa Trust, National Association 10k $207k 100% Sep 2025
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Patriot Financial Group Insurance Agency 10k $206k 0% Sep 2025
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LVZ Advisors 10k $202k 0% Sep 2025
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Kingsview Wealth Management 10k $201k 0% Sep 2025
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Pinnacle Bank 7.4k $149k 0% Sep 2025
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Nbc Securities 5.8k $116k 1% Sep 2025
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Farther Finance Advisors 5.6k $113k 9% Sep 2025
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Harbour Investments 5.2k $104k 91% Sep 2025
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Front Row Advisors 5.0k $100k 0% Sep 2025
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Glen Eagle Advisors 4.0k $80k 14% Sep 2025
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Us Bancorp 3.6k $72k 29% Sep 2025
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Tower Research Capital 3.5k $70k 349900% Sep 2025
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CoreCap Advisors 1.9k $39k 0% Sep 2025
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Private Trust Co Na 1.8k $36k -81% Sep 2025
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Creekmur Asset Management 1.8k $35k 0% Sep 2025
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Principal Securities 1.7k $34k 9% Sep 2025
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Evolution Wealth Management 1.6k $33k 0% Sep 2025
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Advisory Services Network 1.6k $32k 100% Sep 2025
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Steward Partners Investment Advisory 1.5k $30k 0% Sep 2025
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Hazlett, Burt & Watson 1.3k $26k 100% Sep 2025
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Tidemark 831.00 $17k 0% Sep 2025
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CX Institutional 501.00 $10k 0% Sep 2025
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Vermillion Wealth Management 269.00 $5.4k -68% Sep 2025
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Creative Financial Designs 140.00 $2.8k -95% Sep 2025
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Larson Financial Group 37.00 $744.998700 -98% Sep 2025
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Who sold out of First Tr Exch Traded Fd Iii shrt dur mng mun?

Fund or Company Name Date Sold Shares Held Valued At
Vishria Bird Financial Group Jun 2025 90k $1.8M
Financial Advocates Investment Management Jun 2025 59k $1.2M
Jane Street Jun 2025 39k $773k
Simplicity Wealth Jun 2025 28k $565k
Armis Advisers Jun 2025 25k $489k
Tcfg Wealth Management Jun 2025 18k $356k
Alpha Cubed Investments Jun 2025 14k $270k
Journey Strategic Wealth Jun 2025 12k $248k
Bank of New York Mellon Jun 2025 11k $213k
Thurston, Springer, Miller, Herd & Titak Jun 2025 1.0k $20k
MAI Wealth Advisors Jun 2025 664.00 $13k