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 90 institutions that hold shares in the stock, with a total of 7.3 Million shares, which have been reported (via 13F filing form) to have a value of $147 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
24,031
shares
|
$483,744
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
22,500
shares
|
$452,925
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
18,677
shares
|
$375,968
0.01% of portfolio
|
Q4 2023
Reduced 6.51%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
18,200
shares
|
$366,366
0.06% of portfolio
|
Q4 2024
Reduced 6.43%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
17,922
shares
|
$360,769
0.05% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
17,678
shares
|
$355,858
0.01% of portfolio
|
Q1 2020
Reduced 94.34%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
15,726
shares
|
$316,564
0.11% of portfolio
|
Q3 2024
Reduced 12.42%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
15,233
shares
|
$306,640
0.01% of portfolio
|
Q4 2024
Reduced 45.73%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
15,231
shares
|
$306,600
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jan 22, 2025 Q4 2024 |
14,946
shares
|
$300,862
0.13% of portfolio
|
Q4 2024
Reduced 5.7%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
13,728
shares
|
$276,344
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
13,619
shares
|
$274,150
0.01% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
13,464
shares
|
$271,030
0.0% of portfolio
|
Q4 2024
Added 8.22%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
12,574
shares
|
$253,114
0.0% of portfolio
|
Q2 2024
Reduced 12.0%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
12,490
shares
|
$251,423
0.05% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
12,220
shares
|
$245,988
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
12,163
shares
|
$244,841
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
11,788
shares
|
$237,292
0.01% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
11,146
shares
|
$224,368
0.0% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,725
shares
|
$215,894
0.01% of portfolio
|
Q3 2024
Reduced 66.18%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
10,233
shares
|
$205,990
0.0% of portfolio
|
Q3 2024
Reduced 11.01%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
8,266
shares
|
$166,394
0.0% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
8,209
shares
|
$165,247
0.01% of portfolio
|
Q3 2024
Reduced 8.65%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
7,377
shares
|
$148,499
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
5,970
shares
|
$120,176
0.01% of portfolio
|
Q3 2024
Reduced 29.77%
|