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 7.06 Million shares, which have been reported (via 13F filing form) to have a value of $142 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
|
$15.1 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%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
331,310
shares
|
$6.66 Million
0.0% of portfolio
|
Q1 2025
Added 49.1%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Apr 15, 2025 Q1 2025 |
281,510
shares
|
$5.66 Million
3.21% of portfolio
|
Q1 2025
Added 4.9%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
270,296
shares
|
$5.43 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
|
$4.92 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
220,737
shares
|
$4.44 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
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
|
$3.32 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
|
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
|
$2.87 Million
0.09% of portfolio
|
Q1 2025
Added 12.65%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
138,811
shares
|
$2.79 Million
0.36% of portfolio
|
Q1 2025
Added 7.24%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
114,967
shares
|
$2.31 Million
0.01% of portfolio
|
Q1 2025
Reduced 78.61%
|
|
|
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%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
103,692
shares
|
$2.08 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%
|
|
|
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
|
$1.54 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%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
63,791
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2025
Added 28.09%
|
|
|
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
|