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 |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
17,678
shares
|
$355,327
0.01% of portfolio
|
Q1 2020
Reduced 94.34%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
17,093
shares
|
$343,569
0.04% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
16,636
shares
|
$334,383
0.0% of portfolio
|
Q1 2025
Reduced 84.7%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
16,518
shares
|
$332,011
0.0% of portfolio
|
Q1 2025
Added 27.21%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
16,350
shares
|
$328,635
0.0% of portfolio
|
Q1 2025
Reduced 32.85%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
16,242
shares
|
$326,464
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
16,107
shares
|
$323,750
0.03% of portfolio
|
Q1 2025
Added 15095.28%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
15,726
shares
|
$316,092
0.11% of portfolio
|
Q3 2024
Reduced 12.42%
|
|
|
One Plus One Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
15,588
shares
|
$313,318
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
15,158
shares
|
$304,675
0.11% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
13,946
shares
|
$280,314
0.01% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
May 12, 2025 Q1 2025 |
13,700
shares
|
$275,370
0.16% of portfolio
|
Q1 2025
Reduced 45.7%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
May 06, 2025 Q1 2025 |
13,649
shares
|
$274,344
0.12% of portfolio
|
Q1 2025
Reduced 8.68%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
13,450
shares
|
$270,345
0.02% of portfolio
|
Q1 2025
Added 3636.11%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
12,574
shares
|
$252,737
0.0% of portfolio
|
Q2 2024
Reduced 12.0%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
12,500
shares
|
$251,250
0.0% of portfolio
|
Q1 2025
Added 25.0%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
12,163
shares
|
$244,476
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
11,788
shares
|
$236,938
0.01% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
11,146
shares
|
$224,034
0.0% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
10,824
shares
|
$217,562
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
10,414
shares
|
$209,321
0.01% of portfolio
|
Q1 2025
Reduced 23.53%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
10,333
shares
|
$207,693
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
9,456
shares
|
$190,065
0.0% of portfolio
|
Q1 2025
Reduced 57.58%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
8,550
shares
|
$171,855
0.01% of portfolio
|
Q1 2025
Added 215.73%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
8,266
shares
|
$166,146
0.0% of portfolio
|
Q4 2024
Reduced 1.77%
|