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 101 institutions that hold shares in the stock, with a total of 7.81 Million shares, which have been reported (via 13F filing form) to have a value of $157 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
752,563
shares
|
$15.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.83%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
696,404
shares
|
$14 Million
0.0% of portfolio
|
Q1 2025
Reduced 19.4%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
655,130
shares
|
$13.2 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
572,130
shares
|
$11.5 Million
0.0% of portfolio
|
Q1 2025
Added 247.8%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
481,549
shares
|
$9.7 Million
0.86% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
331,310
shares
|
$6.67 Million
0.0% of portfolio
|
Q1 2025
Added 49.1%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jul 17, 2025 Q2 2025 |
284,590
shares
|
$5.73 Million
2.67% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
270,296
shares
|
$5.44 Million
0.01% of portfolio
|
Q4 2024
Reduced 41.26%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
244,591
shares
|
$4.93 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
222,217
shares
|
$4.48 Million
0.01% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
191,368
shares
|
$3.85 Million
0.0% of portfolio
|
Q1 2025
Added 414.71%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
165,334
shares
|
$3.33 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
|
$3.15 Million
0.0% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
146,581
shares
|
$2.95 Million
0.02% of portfolio
|
Q1 2025
Reduced 56.02%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
142,902
shares
|
$2.88 Million
0.09% of portfolio
|
Q1 2025
Added 12.65%
|
|
|
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
|
$2.62 Million
1.77% of portfolio
|
Q2 2025
Added 15.61%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
119,557
shares
|
$2.41 Million
0.0% of portfolio
|
Q2 2025
Added 636.1%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 08, 2025 Q2 2025 |
108,194
shares
|
$2.18 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.89%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
103,692
shares
|
$2.09 Million
0.37% of portfolio
|
Q1 2023
Added 29.65%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
90,803
shares
|
$1.83 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.88%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
75,838
shares
|
$1.53 Million
0.0% of portfolio
|
Q2 2025
Added 130.52%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
74,361
shares
|
$1.5 Million
0.21% of portfolio
|
Q2 2025
Reduced 14.78%
|
|
|
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%
|