Institutional Ownership First Tr ETF Iii Enhanced Shor (FUMB)
This table provides information about the institutional ownership of First Tr ETF Iii Enhanced Shor (FUMB). We have compiled data on the 95 institutions that hold shares in the stock, with a total of 7.9 Million shares, which have been reported (via 13F filing form) to have a value of $159 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
802,439
shares
|
$16.1 Million
0.0% of portfolio
|
Q2 2025
Added 15.23%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
734,455
shares
|
$14.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
650,815
shares
|
$13.1 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
588,734
shares
|
$11.8 Million
0.0% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
507,182
shares
|
$10.2 Million
0.85% of portfolio
|
Q3 2025
Added 5.32%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
352,704
shares
|
$7.09 Million
0.0% of portfolio
|
Q2 2025
Added 6.46%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Oct 23, 2025 Q3 2025 |
287,135
shares
|
$5.77 Million
2.48% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
276,645
shares
|
$5.56 Million
0.0% of portfolio
|
Q2 2025
Added 13.11%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
270,242
shares
|
$5.43 Million
0.01% of portfolio
|
Q2 2025
Added 55.51%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
216,128
shares
|
$4.34 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
191,751
shares
|
$3.85 Million
0.0% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
165,334
shares
|
$3.32 Million
0.0% of portfolio
|
Q1 2025
Reduced 23.04%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
156,396
shares
|
$3.14 Million
0.0% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
152,687
shares
|
$3.07 Million
0.02% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
149,331
shares
|
$3 Million
0.07% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
138,262
shares
|
$2.78 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jul 23, 2025 Q2 2025 |
129,995
shares
|
$2.61 Million
1.77% of portfolio
|
Q2 2025
Added 15.61%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
119,557
shares
|
$2.4 Million
0.0% of portfolio
|
Q2 2025
Added 636.1%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
108,194
shares
|
$2.17 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.89%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
103,692
shares
|
$2.08 Million
0.37% of portfolio
|
Q1 2023
Added 29.65%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
96,936
shares
|
$1.95 Million
0.25% of portfolio
|
Q3 2025
Added 30.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
75,838
shares
|
$1.52 Million
0.0% of portfolio
|
Q2 2025
Added 130.52%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
72,008
shares
|
$1.45 Million
0.0% of portfolio
|
Q2 2025
Added 12.88%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
68,512
shares
|
$1.38 Million
0.02% of portfolio
|
Q2 2025
Added 266.67%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
67,641
shares
|
$1.36 Million
0.0% of portfolio
|
Q2 2025
Reduced 25.51%
|