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 84 institutions that hold shares in the stock, with a total of 7.21 Million shares, which have been reported (via 13F filing form) to have a value of $145 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
1,106,155
shares
|
$22.3 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.12%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
869,886
shares
|
$17.5 Million
0.01% of portfolio
|
Q2 2024
Added 10.64%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
626,661
shares
|
$12.6 Million
0.09% of portfolio
|
Q2 2024
Reduced 12.58%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
512,533
shares
|
$10.3 Million
0.03% of portfolio
|
Q2 2024
Added 5.77%
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jul 16, 2024 Q2 2024 |
249,032
shares
|
$5.02 Million
2.94% of portfolio
|
Q2 2024
Added 15.56%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
225,379
shares
|
$4.54 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.27%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
223,514
shares
|
$4.51 Million
0.01% of portfolio
|
Q2 2024
Reduced 15.01%
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2024 Q2 2024 |
216,309
shares
|
$4.36 Million
0.58% of portfolio
|
Q2 2024
Added 1.4%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
206,156
shares
|
$4.16 Million
0.01% of portfolio
|
Q2 2024
Reduced 8.28%
|
|
Inspirion Wealth Advisors, LLC
|
Jul 12, 2024 Q2 2024 |
156,865
shares
|
$3.16 Million
0.48% of portfolio
|
Q2 2024
Reduced 7.6%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
156,373
shares
|
$3.15 Million
0.02% of portfolio
|
Q2 2024
Added 37.3%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
156,139
shares
|
$3.15 Million
0.0% of portfolio
|
Q2 2024
Reduced 67.72%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
143,763
shares
|
$2.9 Million
0.0% of portfolio
|
Q2 2024
Added 121.17%
|
|
J.W. Cole Advisors, Inc.
|
Aug 08, 2024 Q2 2024 |
131,008
shares
|
$2.64 Million
0.13% of portfolio
|
Q2 2024
Reduced 1.12%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
122,406
shares
|
$2.47 Million
0.0% of portfolio
|
Q2 2024
Added 102.51%
|
|
James Investment Research Inc
|
Jul 30, 2024 Q2 2024 |
114,009
shares
|
$2.3 Million
0.28% of portfolio
|
Q2 2024
Reduced 10.0%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
105,347
shares
|
$2.12 Million
0.0% of portfolio
|
Q2 2024
Added 22.53%
|
|
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 |
Aug 13, 2024 Q2 2024 |
88,651
shares
|
$1.79 Million
0.0% of portfolio
|
Q2 2024
Added 398.35%
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 07, 2024 Q2 2024 |
85,336
shares
|
$1.72 Million
0.13% of portfolio
|
Q2 2024
Reduced 8.37%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
85,127
shares
|
$1.72 Million
0.01% of portfolio
|
Q2 2024
Reduced 7.39%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
84,965
shares
|
$1.71 Million
0.0% of portfolio
|
Q2 2024
Reduced 23.35%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
73,538
shares
|
$1.48 Million
0.0% of portfolio
|
Q2 2024
Added 2.93%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
64,509
shares
|
$1.3 Million
0.0% of portfolio
|
Q2 2024
Reduced 62.11%
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
62,694
shares
|
$1.26 Million
0.04% of portfolio
|
Q2 2024
Added 0.87%
|