Who owns First Tr Exch Traded Fd Iii shrt dur mng mun?
- Ticker: FSMB
- CUSIP Number: 33739p830
Tip: Access positions for across all investors
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 | 4.1M | $82M | 100% | Mar 2024 |
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| LPL Financial | 1.3M | $26M | 100% | Mar 2024 |
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| Raymond James Financial Services Advisors | 1.2M | $23M | -3% | Jun 2024 |
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| HighTower Advisors | 693k | $14M | 23% | Mar 2024 |
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| RMR Wealth Builders | 643k | $13M | 6% | Jun 2024 |
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| PFS Partners | 628k | $12M | 1% | Jun 2024 |
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| UBS Group | 557k | $11M | 67% | Mar 2024 |
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| TruWealth Advisors | 534k | $11M | -3% | Jun 2024 |
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| Royal Bank of Canada | 438k | $8.7M | 18% | Mar 2024 |
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| Envestnet Asset Management | 384k | $7.6M | 100% | Mar 2024 |
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| EnRich Financial Partners | 305k | $6.0M | 100% | Mar 2024 |
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| Mml Investors Services | 248k | $4.9M | 4% | Mar 2024 |
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| Nilsine Partners | 230k | $4.6M | 5% | Mar 2024 |
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| Cetera Investment Advisers | 225k | $4.5M | 100% | Mar 2024 |
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| Kestra Advisory Services | 222k | $4.4M | -14% | Mar 2024 |
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| Orion Portfolio Solutions | 216k | $4.3M | -16% | Mar 2024 |
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| Advisor Group Holdings | 201k | $4.0M | -39% | Mar 2024 |
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| Condor Capital Management | 193k | $3.8M | 1% | Mar 2024 |
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| Wells Fargo & Company | 177k | $3.5M | 84% | Mar 2024 |
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| Visionary Wealth Advisors | 176k | $3.5M | 25% | Mar 2024 |
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| Hanson McClain Advisors | 164k | $3.3M | 15% | Jun 2024 |
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| Goss Wealth Management | 152k | $3.0M | 100% | Mar 2024 |
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| Jpmorgan Chase & Co | 148k | $2.9M | 1% | Mar 2024 |
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| Stifel Financial | 136k | $2.7M | -6% | Mar 2024 |
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| Mariner Wealth Advisors | 129k | $2.5M | -13% | Mar 2024 |
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| Commonwealth Equity Services | 118k | $2.3M | 93% | Mar 2024 |
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| Advisory Resource Group | 110k | $2.2M | 14% | Jun 2024 |
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| Rockefeller Capital Management | 108k | $2.1M | -9% | Mar 2024 |
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| Stephens | 99k | $2.0M | 100% | Mar 2024 |
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| Jane Street | 98k | $2.0M | 100% | Mar 2024 |
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| Vishria Bird Financial Group | 91k | $1.8M | 0% | Jun 2024 |
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| Insight Inv | 90k | $1.8M | 1% | Mar 2024 |
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| Eldridge Investment Advisors | 88k | $1.7M | -13% | Mar 2024 |
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| Mutual Advisors | 87k | $1.7M | 17% | Mar 2024 |
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| Envestnet Portfolio Solutions | 86k | $1.7M | -2% | Jun 2024 |
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| Integrated Wealth Concepts | 73k | $1.5M | 100% | Mar 2024 |
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| Intl Fcstone | 73k | $1.4M | -7% | Mar 2024 |
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| Financial Advocates Investment Management | 64k | $1.3M | 8% | Mar 2024 |
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| Raymond James & Associates | 64k | $1.3M | 4% | Jun 2024 |
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| Private Advisor | 64k | $1.3M | 0% | Mar 2024 |
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| Fsb Premier Wealth Management | 62k | $1.2M | -3% | Mar 2024 |
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| D.A. Davidson & Co. | 58k | $1.2M | -3% | Mar 2024 |
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| Francis Financial | 55k | $1.1M | 28% | Jun 2024 |
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| Modern Wealth Management | 54k | $1.1M | 100% | Mar 2024 |
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| Naviter Wealth | 49k | $965k | 100% | Mar 2024 |
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| Kestra Private Wealth Services | 48k | $956k | -11% | Mar 2024 |
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| Cambridge Investment Research Advisors | 48k | $955k | -1% | Mar 2024 |
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| Integrys Wealth Advisors | 47k | $924k | 0% | Jun 2024 |
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| Steward Partners Investment Advisory | 44k | $876k | -1% | Mar 2024 |
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| Snowden Capital Advisors | 41k | $807k | 17% | Mar 2024 |
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| Occidental Asset Management | 38k | $752k | -5% | Jun 2024 |
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| Trust Co Of Oklahoma | 38k | $749k | 0% | Jun 2024 |
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| Prime Capital Investment Advisors | 36k | $718k | 0% | Mar 2024 |
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| One + One Wealth Management | 36k | $714k | -1% | Jun 2024 |
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| Hobart Private Capital | 35k | $703k | 19% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 35k | $689k | 6% | Jun 2024 |
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| RFG Advisory | 35k | $682k | -2% | Jun 2024 |
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| Per Stirling Capital Management | 34k | $681k | -45% | Mar 2024 |
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| Arbor Capital Management | 34k | $678k | 100% | Mar 2024 |
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| SWMG | 33k | $663k | -38% | Mar 2024 |
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| Equitable Holdings | 31k | $618k | 84% | Mar 2024 |
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| Security Financial Services | 31k | $616k | 0% | Jun 2024 |
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| Walkner Condon Financial Advisors | 30k | $594k | 34% | Mar 2024 |
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| Principle Wealth Partners | 29k | $580k | -23% | Mar 2024 |
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| Foster Victor Wealth Advisors | 26k | $517k | 0% | Jun 2024 |
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| Continuum Wealth Advisors | 26k | $507k | 25% | Jun 2024 |
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| Pine Valley Investments Ltd Liability | 23k | $456k | 100% | Mar 2024 |
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| Brian McDonald | 23k | $449k | 100% | Mar 2024 |
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| Core Wealth Partners | 22k | $443k | 100% | Mar 2024 |
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| Ashton Thomas Private Wealth | 21k | $418k | 0% | Mar 2024 |
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| GSG Advisors | 20k | $403k | 1% | Jun 2024 |
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| Lunt Capital Management | 20k | $385k | 0% | Jun 2024 |
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| Susquehanna International | 18k | $364k | 100% | Mar 2024 |
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| Simplicity Wealth | 18k | $360k | 0% | Jun 2024 |
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| Harbour Investments | 18k | $348k | -2% | Mar 2024 |
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| Alta Wealth Advisors | 17k | $338k | -1% | Jun 2024 |
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| Concurrent Investment Advisors | 16k | $318k | 0% | Mar 2024 |
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| Janney Montgomery Scott | 16k | $306k | -48% | Jun 2024 |
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| Bsc Private Wealth Management | 15k | $298k | 0% | Mar 2024 |
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| Iams Wealth Management | 14k | $285k | 9% | Mar 2024 |
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| Pathstone Holdings | 14k | $283k | 0% | Mar 2024 |
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| Naples Global Advisors | 14k | $267k | 0% | Jun 2024 |
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| Synovus Financial Corp. | 13k | $254k | 100% | Mar 2024 |
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| Chilton Capital Management | 13k | $247k | 0% | Mar 2024 |
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| Rooted Wealth Advisors | 12k | $233k | 16% | Jun 2024 |
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| Keystone Wealth Services | 12k | $227k | 0% | Jun 2024 |
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| Resources Investment Advisors | 11k | $222k | 100% | Mar 2024 |
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| Sigma Planning | 11k | $217k | -20% | Mar 2024 |
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| Thrivent Financial for Lutherans | 11k | $215k | 100% | Mar 2024 |
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| Ausdal Financial Partners | 11k | $215k | 100% | Mar 2024 |
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| Branch Banking & Trust Company | 11k | $213k | 100% | Mar 2024 |
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| Main Line Retirement Advisors | 11k | $208k | 1% | Mar 2024 |
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| Capital Investment Advisory Services | 10k | $204k | 82% | Mar 2024 |
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| Patriot Financial Group Insurance Agency | 10k | $204k | 100% | Mar 2024 |
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| Virtue Capital Management | 10k | $201k | 100% | Mar 2024 |
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| LVZ Advisors | 10k | $199k | 0% | Jun 2024 |
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| Capital Analysts | 10k | $199k | 0% | Mar 2024 |
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| Benjamin F. Edwards & Company | 7.9k | $156k | 9% | Mar 2024 |
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| Pinnacle Bank | 7.4k | $147k | 0% | Jun 2024 |
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| EdgeRock Capital | 4.6k | $91k | 100% | Jun 2024 |
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| Nbc Securities | 3.6k | $70k | 1% | Jun 2024 |
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| Householder Group Estate & Retirement Specialist | 3.5k | $69k | -22% | Jun 2024 |
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| Glen Eagle Advisors | 3.5k | $69k | 100% | Mar 2024 |
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| Us Bancorp | 2.8k | $55k | 1% | Mar 2024 |
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| Larson Financial Group | 2.7k | $54k | -31% | Mar 2024 |
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| ICA Group Wealth Management | 1.9k | $38k | 0% | Mar 2024 |
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| Tidemark | 1.8k | $36k | 0% | Mar 2024 |
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| Creekmur Asset Management | 1.8k | $35k | 0% | Mar 2024 |
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| Principal Securities | 1.0k | $21k | 0% | Mar 2024 |
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| Northwest Financial Advisors | 1.0k | $20k | 0% | Mar 2024 |
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| Private Trust Co Na | 616.00 | $12k | -65% | Jun 2024 |
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| Creative Financial Designs | 454.00 | $9.0k | 45% | Mar 2024 |
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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 |
|---|---|---|---|
| Ogorek Anthony Joseph | Dec 2023 | 324k | $6.5M |
| Atria Investments | Dec 2023 | 56k | $1.1M |
| Sutton Place Investors | Mar 2024 | 31k | $617k |
| Hedeker Wealth Management | Mar 2024 | 28k | $558k |
| Econ Financial Services Corp | Dec 2023 | 19k | $373k |
| Castle Wealth Management | Mar 2024 | 14k | $282k |
| Objective Capital Management | Dec 2023 | 11k | $221k |
| Advisory Services Network | Dec 2023 | 3.7k | $73k |
| William Blair $ Company | Dec 2023 | 3.6k | $72k |
| Fairman Group | Dec 2023 | 1.0k | $20k |