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 $81M -4% Sep 2023
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Raymond James Financial Services Advisors 1.1M $23M -11% Dec 2023
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LPL Financial 1.1M $21M -18% Sep 2023
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PFS Partners 568k $11M 37685% Dec 2023
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HighTower Advisors 561k $11M 0% Dec 2023
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TruWealth Advisors 522k $10M 4% Dec 2023
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RMR Wealth Builders 479k $9.6M 22% Dec 2023
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Royal Bank of Canada 371k $7.4M -13% Dec 2023
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UBS Group 334k $6.7M -4% Dec 2023
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Advisor Group Holdings 330k $6.6M -31% Dec 2023
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Ogorek Anthony Joseph 324k $6.5M -10% Dec 2023
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Kestra Advisory Services 257k $5.1M 3% Dec 2023
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Orion Portfolio Solutions 255k $5.1M -2% Dec 2023
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Nilsine Partners 220k $4.4M 1% Dec 2023
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Condor Capital Management 191k $3.8M 3% Dec 2023
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Cetera Investment Advisers 180k $3.5M -3% Sep 2023
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Jpmorgan Chase & Co 147k $2.9M 4403% Dec 2023
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Mariner Wealth Advisors 147k $2.9M -21% Dec 2023
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Hanson McClain Advisors 147k $2.9M 183% Dec 2023
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Stifel Financial 145k $2.9M 3% Dec 2023
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Visionary Wealth Advisors 141k $2.8M -10% Dec 2023
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Goss Wealth Management 126k $2.4M -1% Sep 2023
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Rockefeller Capital Management 118k $2.4M -2% Dec 2023
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Envestnet Asset Management 118k $2.3M -49% Sep 2023
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Susquehanna International 106k $2.1M 100% Sep 2023
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Eldridge Investment Advisors 101k $2.0M 58% Dec 2023
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Stephens 99k $1.9M -8% Sep 2023
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Advisory Resource Group 99k $2.0M 1% Dec 2023
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Wells Fargo & Company 96k $1.9M 96% Dec 2023
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IFP Advisors 96k $1.9M -18% Dec 2023
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Vishria Bird Financial Group 91k $1.8M 0% Dec 2023
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Insight Inv 89k $1.8M 1% Dec 2023
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Envestnet Portfolio Solutions 87k $1.7M 100% Dec 2023
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Per Stirling Capital Management 86k $1.7M 0% Sep 2023
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Intl Fcstone 78k $1.6M 1% Dec 2023
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Mutual Advisors 75k $1.5M 0% Dec 2023
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Raymond James & Associates 71k $1.4M 8% Dec 2023
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Fsb Premier Wealth Management 64k $1.3M -7% Dec 2023
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Private Advisor 64k $1.3M -4% Dec 2023
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LWS Wealth Advisors 63k $1.3M -9% Dec 2023
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Commonwealth Equity Services 61k $1.2M -14% Dec 2023
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D.A. Davidson & Co. 60k $1.2M -8% Dec 2023
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Financial Advocates Investment Management 59k $1.2M 73% Dec 2023
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Atria Investments 56k $1.1M -26% Dec 2023
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Kestra Private Wealth Services 54k $1.1M -6% Dec 2023
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Integrated Wealth Concepts 54k $1.0M 4% Sep 2023
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SWMG 54k $1.1M -27% Dec 2023
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Cambridge Investment Research Advisors 49k $974k -72% Dec 2023
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Integrys Wealth Advisors 47k $933k 0% Dec 2023
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Steward Partners Investment Advisory 45k $889k -31% Dec 2023
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Occidental Asset Management 42k $835k 3% Dec 2023
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Francis Financial 40k $800k 100% Dec 2023
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Janney Montgomery Scott 38k $766k -7% Dec 2023
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Financial Network Investment Corporation 38k $740k -59% Sep 2023
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Principle Wealth Partners 38k $760k -61% Dec 2023
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Trust Co Of Oklahoma 38k $756k 0% Dec 2023
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One + One Wealth Management 37k $730k 0% Dec 2023
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Prime Capital Investment Advisors 36k $722k 0% Dec 2023
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Arbor Capital Management 36k $695k 0% Sep 2023
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Brian McDonald 36k $694k 100% Sep 2023
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RFG Advisory 35k $697k 11% Dec 2023
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Snowden Capital Advisors 35k $696k 5% Dec 2023
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Mml Investors Services 33k $629k 16% Sep 2023
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Wealth Enhancement Advisory Services 32k $642k 3% Dec 2023
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Sutton Place Investors 31k $620k 0% Dec 2023
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Security Financial Services 30k $600k 1% Dec 2023
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Hobart Private Capital 30k $592k 100% Dec 2023
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Hedeker Wealth Management 29k $587k 1% Dec 2023
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Csenge Advisory Group 25k $485k 0% Sep 2023
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Walkner Condon Financial Advisors 22k $447k -9% Dec 2023
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Continuum Wealth Advisors 22k $436k 3% Dec 2023
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GSG Advisors 20k $402k 1% Dec 2023
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Lunt Capital Management 20k $388k 0% Dec 2023
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Silver Oak Securities 20k $388k 100% Dec 2023
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Econ Financial Services Corp 19k $373k -9% Dec 2023
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Thrivent Financial for Lutherans 18k $347k 12% Sep 2023
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Harbour Investments 18k $357k 1% Dec 2023
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Alta Wealth Advisors 18k $348k -51% Dec 2023
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Bsc Private Wealth Management 15k $299k 0% Dec 2023
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Resources Investment Advisors 15k $288k -9% Sep 2023
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Castle Wealth Management 15k $295k 100% Dec 2023
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Pathstone Holdings 14k $285k 100% Dec 2023
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Meridian Wealth Partners 14k $277k 0% Sep 2023
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Sigma Planning 14k $273k -28% Dec 2023
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Naples Global Advisors 14k $269k 100% Dec 2023
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Iams Wealth Management 13k $262k -2% Dec 2023
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Multi-Financial Securities 13k $245k 100% Sep 2023
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Chilton Capital Management 13k $248k 0% Dec 2023
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Equitable Holdings 12k $235k 100% Sep 2023
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Keystone Wealth Services 12k $229k 0% Dec 2023
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Objective Capital Management 11k $214k 0% Sep 2023
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Main Line Retirement Advisors 10k $208k 1% Dec 2023
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LVZ Advisors 10k $201k 0% Dec 2023
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Capital Analysts 10k $200k -5% Dec 2023
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Rooted Wealth Advisors 10k $199k 100% Dec 2023
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Benjamin F. Edwards & Company 7.3k $145k 20% Dec 2023
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Pinnacle Bank 6.2k $124k 0% Dec 2023
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Capital Investment Advisory Services 5.7k $113k 109% Dec 2023
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EdgeRock Capital 5.1k $102k 100% Dec 2023
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Coppell Advisory Solutions 4.2k $84k 1267% Dec 2023
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Nbc Securities 4.0k $80k 1% Dec 2023
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Larson Financial Group 3.9k $78k -18% Dec 2023
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Householder Group Estate & Retirement Specialist 3.9k $77k 0% Dec 2023
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Advisory Services Network 3.7k $73k 100% Dec 2023
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William Blair $ Company 3.6k $72k 0% Dec 2023
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Us Bancorp 2.8k $55k 100% Dec 2023
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Tidemark 1.8k $36k 100% Dec 2023
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Private Trust Co Na 1.7k $35k 184% Dec 2023
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Principal Securities 1.0k $21k 100% Dec 2023
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Northwest Financial Advisors 1.0k $20k 100% Dec 2023
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Creative Financial Designs 314.00 $6.3k -56% Dec 2023
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Geneos Wealth Management 213.00 $4.2k 100% Dec 2023
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FMR 1.00 $19.000000 100% Sep 2023
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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
Jane Street Sep 2023 265k $5.1M
Great Valley Advisor Group Sep 2023 178k $3.5M
DHJJ Financial Advisors Sep 2023 31k $593k
Naviter Wealth Sep 2023 30k $587k
Panoramic Investment Advisors Sep 2023 20k $382k
Pine Valley Investments Ltd Liability Sep 2023 14k $271k
Ameritas Advisory Services Sep 2023 14k $262k
ICA Group Wealth Management Jun 2023 1.8k $36k
AdvisorNet Financial Sep 2023 406.00 $7.9k
Bank Of Montreal Sep 2023 1.00 $21.000000