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 82 institutions that hold shares in the stock, with a total of 7.16 Million shares, which have been reported (via 13F filing form) to have a value of $144 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
1,106,155
shares
|
$22.2 Million
0.0% of portfolio
|
Q2 2024
Reduced 7.41%
|
|
|
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 |
Oct 22, 2024 Q3 2024 |
273,196
shares
|
$5.49 Million
3.26% of portfolio
|
Q3 2024
Added 9.7%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 06, 2024 Q2 2024 |
225,379
shares
|
$4.53 Million
0.0% of portfolio
|
Q1 2024
Added 1.29%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 30, 2024 Q3 2024 |
219,892
shares
|
$4.42 Million
0.57% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
216,820
shares
|
$4.35 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
206,156
shares
|
$4.14 Million
0.01% of portfolio
|
Q2 2024
Reduced 8.28%
|
|
|
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, 2024 Q2 2024 |
156,373
shares
|
$3.14 Million
0.02% of portfolio
|
Q2 2024
Added 37.3%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
143,763
shares
|
$2.89 Million
0.0% of portfolio
|
Q2 2024
Added 121.17%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
138,779
shares
|
$2.79 Million
0.12% of portfolio
|
Q3 2024
Added 5.93%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
122,406
shares
|
$2.46 Million
0.0% of portfolio
|
Q2 2024
Added 102.51%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
114,009
shares
|
$2.29 Million
0.27% 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
|
$2.08 Million
0.37% of portfolio
|
Q1 2023
Added 29.65%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
96,936
shares
|
$1.95 Million
0.27% of portfolio
|
Q3 2024
Reduced 38.2%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
88,651
shares
|
$1.78 Million
0.0% of portfolio
|
Q2 2024
Added 398.35%
|
|
|
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%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
71,826
shares
|
$1.44 Million
0.09% of portfolio
|
Q3 2024
Reduced 15.83%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
66,868
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2024
Added 14.39%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
66,111
shares
|
$1.33 Million
0.01% of portfolio
|
Q3 2024
Reduced 22.34%
|
|
|
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%
|