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 5.1M $103M 17% Mar 2026
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LPL Financial 2.3M $45M 59% Mar 2026
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RMR Wealth Builders 1.1M $22M 5% Mar 2026
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CI Private Wealth 1.1M $21M -14% Mar 2026
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HighTower Advisors 949k $19M 8% Mar 2026
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PFS Partners 685k $14M 0% Mar 2026
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UBS Group 678k $14M -1% Mar 2026
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TruWealth Advisors 669k $13M 8% Mar 2026
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Cetera Investment Advisers 552k $11M 157% Mar 2026
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Goss Wealth Management 531k $11M 9% Mar 2026
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Rockefeller Capital Management 510k $10M 7% Mar 2026
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Raymond James Financial 459k $9.2M 7% Dec 2025
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EnRich Financial Partners 416k $8.3M 5% Mar 2026
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Wells Fargo & Company 414k $8.3M -10% Mar 2026
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Envestnet Asset Management 378k $7.5M -2% Mar 2026
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Francis Financial 357k $7.1M 122% Mar 2026
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Royal Bank of Canada 323k $6.4M -29% Mar 2026
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Advisor Group Holdings 300k $6.0M -1% Dec 2025
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Per Stirling Capital Management 298k $6.0M 51% Mar 2026
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Nilsine Partners 282k $5.6M 12% Mar 2026
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Cambridge Investment Research Advisors 278k $5.5M 101% Mar 2026
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Commonwealth Equity Services 273k $5.5M 37% Mar 2026
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Condor Capital Management 249k $5.0M 8% Mar 2026
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Hanson McClain Advisors 235k $4.7M -7% Dec 2025
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Gateway Wealth Partners 234k $4.7M 103% Mar 2026
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True Blue Financial 211k $4.2M 100% Mar 2026
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Goldman Sachs Group 198k $3.9M 100% Mar 2026
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Stifel Financial 193k $3.8M -14% Mar 2026
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Mml Investors Services 137k $2.7M -7% Mar 2026
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IFP Advisors 137k $2.7M 20% Mar 2026
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RFG Advisory 120k $2.4M 9% Mar 2026
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Kestra Advisory Services 111k $2.2M 20% Mar 2026
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CLS Investments 109k $2.2M 0% Mar 2026
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Sanctuary Advisors 109k $2.2M -11% Mar 2026
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Pursuit Wealth Management 108k $2.2M 100% Dec 2025
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Dynamic Advisors Solutions 104k $2.1M 25% Mar 2026
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Stephens 102k $2.0M -12% Mar 2026
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Envestnet Portfolio Solutions 98k $2.0M -13% Mar 2026
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Brian McDonald 90k $1.8M -2% Dec 2025
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We Are One Seven 88k $1.8M 100% Dec 2025
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Mount Yale Investment Advisors 88k $1.8M 28% Mar 2026
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Vestmark Advisory Solutions 88k $1.8M 28% Mar 2026
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Fifth Third Bancorp 87k $1.7M 100% Mar 2026
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Insight Inv 87k $1.7M -2% Mar 2026
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Independent Advisor Alliance 86k $1.7M 100% Mar 2026
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Equitable Holdings 81k $1.6M 0% Mar 2026
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Genesis Private Wealth 73k $1.5M 2% Mar 2026
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Arbor Capital Management 70k $1.4M 75% Mar 2026
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Mutual Advisors 69k $1.4M 0% Mar 2026
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Hobart Private Capital 67k $1.3M 18% Mar 2026
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Sowell Financial Services 64k $1.3M -20% Mar 2026
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Steward Partners Investment Advisory 62k $1.2M 4028% Mar 2026
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Tower Research Capital 58k $1.2M 1542% Dec 2025
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Avaii Wealth Management 55k $1.1M 0% Mar 2026
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Pine Valley Investments Ltd Liability 55k $1.1M 0% Dec 2025
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Security Financial Services 55k $1.1M 0% Mar 2026
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Castle Wealth Management 52k $1.0M 98% Mar 2026
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Summit Financial 50k $1.0M -2% Mar 2026
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Stratos Wealth Partners 50k $1.0M 20% Mar 2026
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Fsb Premier Wealth Management 50k $998k 2% Mar 2026
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Prospera Financial Services 48k $959k 13% Mar 2026
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Branch Banking & Trust Company 46k $923k -9% Mar 2026
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Private Advisor 45k $902k 3% Mar 2026
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Occidental Asset Management 44k $881k -4% Mar 2026
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James Investment Research 43k $856k -2% Mar 2026
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Waddell & Associates 40k $792k 58% Mar 2026
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Concurrent Investment Advisors 40k $789k 0% Mar 2026
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D.A. Davidson & Co. 39k $783k -4% Mar 2026
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Stonehaven Wealth & Tax Solutions 35k $704k 46% Mar 2026
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Kestra Private Wealth Services 34k $674k 155% Mar 2026
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Trust Co Of Oklahoma 33k $666k 1% Mar 2026
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Norris Financial Group 32k $646k 25% Mar 2026
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Keating Financial Advisory Services 32k $638k 100% Mar 2026
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Daymark Wealth Partners 32k $629k 100% Mar 2026
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Principle Wealth Partners 32k $629k 31% Mar 2026
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Eldridge Investment Advisors 32k $629k 0% Mar 2026
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Capital Financial Group 31k $617k 100% Mar 2026
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Integrys Wealth Advisors 31k $610k -22% Mar 2026
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Sigma Planning 30k $607k -4% Mar 2026
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Foster Victor Wealth Advisors 27k $549k 1% Mar 2026
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Summit Wealth Partners 23k $467k 0% Mar 2026
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Pensionmark Financial Group 22k $447k 0% Mar 2026
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One + One Wealth Management 21k $422k 0% Mar 2026
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Snowden Capital Advisors 21k $417k 36% Dec 2025
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Capital Investment Advisory Services 21k $414k 5% Mar 2026
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Patriot Financial Group Insurance Agency 21k $410k 100% Mar 2026
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Western Wealth Management 21k $409k 100% Mar 2026
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Harbour Investments 20k $400k 161% Mar 2026
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Uniting Wealth Partners 18k $352k 100% Mar 2026
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Jane Street 17k $342k -58% Mar 2026
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Novem Group 17k $338k 4% Mar 2026
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WealthCare Investment Partners 17k $331k -1% Mar 2026
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Keystone Wealth Services 17k $329k 0% Mar 2026
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Resources Investment Advisors 16k $327k 100% Mar 2026
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Foronjy Financial 16k $315k -2% Mar 2026
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AE Wealth Management 15k $307k -17% Mar 2026
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International Assets Investment Management 15k $300k 0% Mar 2026
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Farther Finance Advisors 15k $290k 8% Mar 2026
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Strategy Asset Managers 14k $286k 0% Mar 2026
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Wiley Bros.-aintree Capital 14k $287k 100% Dec 2025
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Hedeker Wealth Management 14k $278k 3% Mar 2026
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Capital Analysts 13k $268k 23% Mar 2026
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Prime Capital Investment Advisors 13k $255k 1% Mar 2026
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Redhawk Wealth Advisors 13k $254k 25% Mar 2026
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Cannon Financial Strategists 13k $254k 100% Mar 2026
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Rooted Wealth Advisors 13k $252k -12% Mar 2026
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Chilton Capital Management 13k $249k 0% Mar 2026
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Certified Advisory Corp 12k $248k 0% Mar 2026
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Modern Wealth Management 12k $246k -46% Dec 2025
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Brookstone Capital Management 12k $243k 100% Mar 2026
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Naples Global Advisors 12k $240k 0% Mar 2026
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Crux Wealth Advisors 12k $232k 0% Mar 2026
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Hilltop Holdings 12k $231k 2% Dec 2025
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Financial Enhancement 12k $231k 0% Mar 2026
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Janney Montgomery Scott 11k $228k 0% Mar 2026
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Core Wealth Partners 11k $224k -43% Mar 2026
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Mariner Wealth Advisors 11k $216k 1% Mar 2026
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Alta Wealth Advisors 11k $214k 0% Mar 2026
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EdgeRock Capital 11k $211k 100% Mar 2026
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Captrust Financial Advisors 10k $203k 100% Dec 2025
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LVZ Advisors 10k $201k 0% Mar 2026
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CoreCap Advisors 9.1k $183k 35% Mar 2026
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Ashton Thomas Private Wealth 7.8k $157k 100% Mar 2026
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Pinnacle Bank 7.4k $148k 0% Mar 2026
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Nbc Securities 5.9k $117k 1% Mar 2026
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Front Row Advisors 5.0k $100k 0% Mar 2026
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Us Bancorp 4.9k $98k 36% Dec 2025
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Tucker Asset Management 4.1k $82k 100% Dec 2025
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Glen Eagle Advisors 4.0k $80k 0% Mar 2026
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Hazlett, Burt & Watson 2.8k $55k 0% Mar 2026
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Legacy Wealth Managment 2.7k $53k 801% Mar 2026
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Evolution Wealth Management 1.6k $33k 0% Mar 2026
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Golden State Wealth Management 1.2k $24k -91% Mar 2026
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Tidemark 756.00 $15k -9% Mar 2026
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Private Trust Co Na 616.00 $12k 0% Mar 2026
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CX Institutional 509.00 $10k -83% Mar 2026
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Vermillion Wealth Management 269.00 $5.4k 0% Mar 2026
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Parallel Advisors 200.00 $4.0k 100% Mar 2026
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Larson Financial Group 37.00 $748.998400 0% Dec 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
Jpmorgan Chase & Co Sep 2025 243k $4.9M
TrueWealth Financial Partners Dec 2025 202k $4.0M
Advisory Resource Group Sep 2025 128k $2.6M
Intl Fcstone Dec 2025 63k $1.3M
Elequin Capital Dec 2025 52k $1.0M
Flow Traders US Dec 2025 32k $647k
Wealth Enhancement Advisory Services Dec 2025 32k $647k
Fifth Third Securities Dec 2025 22k $439k
Shade Tree Advisors Dec 2025 11k $218k
Independent Financial Group Sep 2025 11k $218k
IFG Advisory Dec 2025 10k $207k
BlackDiamond Wealth Management Dec 2025 10k $208k
Kingsview Wealth Management Dec 2025 10k $201k
Holistic Planning Dec 2025 10k $200k
Creekmur Asset Management Sep 2025 1.8k $35k
Advisory Services Network Sep 2025 1.6k $32k