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 96 institutions that hold shares in the stock, with a total of 7.52 Million shares, which have been reported (via 13F filing form) to have a value of $151 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
883,554
shares
|
$17.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.6%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
864,005
shares
|
$17.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 18.85%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
672,846
shares
|
$13.5 Million
0.08% of portfolio
|
Q4 2024
Added 10.06%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
537,423
shares
|
$10.8 Million
0.03% of portfolio
|
Q4 2024
Added 4.16%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
333,290
shares
|
$6.69 Million
0.04% of portfolio
|
Q4 2024
Added 78.11%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Apr 15, 2025 Q1 2025 |
281,510
shares
|
$5.65 Million
3.21% of portfolio
|
Q1 2025
Added 4.9%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
252,346
shares
|
$5.06 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
222,274
shares
|
$4.46 Million
0.01% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
222,200
shares
|
$4.46 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
214,845
shares
|
$4.31 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
195,163
shares
|
$3.91 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
164,501
shares
|
$3.3 Million
0.0% of portfolio
|
Q4 2024
Added 36.02%
|
|
|
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%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
154,182
shares
|
$3.09 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
138,811
shares
|
$2.78 Million
0.36% of portfolio
|
Q1 2025
Added 7.24%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
126,858
shares
|
$2.54 Million
0.11% of portfolio
|
Q4 2024
Reduced 8.59%
|
|
|
Insight Inv LLC
El Segundo, CA |
Apr 25, 2025 Q1 2025 |
112,445
shares
|
$2.26 Million
0.8% of portfolio
|
Q1 2025
Added 297.68%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
108,745
shares
|
$2.18 Million
0.0% of portfolio
|
Q4 2024
Added 185.79%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
107,946
shares
|
$2.17 Million
0.0% of portfolio
|
Q4 2024
Added 23.84%
|
|
|
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
|
Apr 09, 2025 Q1 2025 |
87,261
shares
|
$1.75 Million
0.25% of portfolio
|
Q1 2025
Reduced 9.98%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Apr 21, 2025 Q1 2025 |
76,376
shares
|
$1.53 Million
0.65% of portfolio
|
Q1 2025
Reduced 5.92%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
71,540
shares
|
$1.44 Million
0.05% of portfolio
|
Q1 2025
Reduced 8.53%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
63,215
shares
|
$1.27 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.54%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
57,209
shares
|
$1.15 Million
0.03% of portfolio
|
Q1 2023
New holding
|