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 84 institutions that hold shares in the stock, with a total of 7.21 Million shares, which have been reported (via 13F filing form) to have a value of $145 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Insight Inv LLC
El Segundo, CA |
Aug 07, 2024 Q2 2024 |
20,050
shares
|
$404,408
0.35% of portfolio
|
Q1 2024
Reduced 15.65%
|
|
Occidental Asset Management, LLC
|
Jul 15, 2024 Q2 2024 |
19,450
shares
|
$392,306
0.07% of portfolio
|
Q2 2024
Reduced 17.26%
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2024 Q2 2024 |
19,102
shares
|
$385,287
0.06% of portfolio
|
Q2 2024
Reduced 9.9%
|
|
Raymond James Trust N.A.
|
Jul 25, 2024 Q2 2024 |
18,677
shares
|
$376,715
0.01% of portfolio
|
Q4 2023
Reduced 6.51%
|
|
Total Clarity Wealth Management, Inc.
|
Aug 09, 2024 Q2 2024 |
17,956
shares
|
$362,172
0.13% of portfolio
|
Q4 2023
New holding
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
17,678
shares
|
$356,565
0.01% of portfolio
|
Q1 2020
Reduced 94.34%
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 06, 2024 Q2 2024 |
16,750
shares
|
$337,847
0.04% of portfolio
|
Q2 2024
Added 1.12%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
16,381
shares
|
$330,404
0.0% of portfolio
|
Q2 2024
Added 17.83%
|
|
Vci Wealth Management LLC
St Louis, MO |
Jul 30, 2024 Q2 2024 |
16,013
shares
|
$322,982
0.16% of portfolio
|
Q2 2024
Added 33.16%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 15, 2024 Q2 2024 |
14,903
shares
|
$300,593
0.01% of portfolio
|
Q2 2024
Added 0.55%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
12,574
shares
|
$253,617
0.0% of portfolio
|
Q2 2024
Reduced 12.0%
|
|
Security Financial Services, Inc.
|
Jul 23, 2024 Q2 2024 |
12,456
shares
|
$251,237
0.06% of portfolio
|
Q2 2024
Added 0.06%
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 01, 2024 Q2 2024 |
12,359
shares
|
$249,281
0.01% of portfolio
|
Q1 2024
Reduced 25.78%
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 09, 2024 Q2 2024 |
12,163
shares
|
$245,327
0.02% of portfolio
|
Q2 2024
Added 10.92%
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2024 Q2 2024 |
11,500
shares
|
$231,955
0.02% of portfolio
|
Q4 2023
New holding
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
11,499
shares
|
$231,934
0.0% of portfolio
|
Q2 2024
Added 12.11%
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 02, 2024 Q2 2024 |
9,981
shares
|
$201,316
0.07% of portfolio
|
Q2 2024
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
8,986
shares
|
$181,247
0.01% of portfolio
|
Q2 2024
Reduced 26.76%
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 12, 2024 Q2 2024 |
8,627
shares
|
$174,006
0.06% of portfolio
|
Q2 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
8,501
shares
|
$171,465
0.01% of portfolio
|
Q2 2024
Reduced 2.3%
|
|
Tidemark, LLC
San Diego, CA |
Aug 12, 2024 Q2 2024 |
4,000
shares
|
$80,680
0.04% of portfolio
|
Q4 2023
New holding
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
2,821
shares
|
$56,899
0.0% of portfolio
|
Q2 2024
New holding
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
2,344
shares
|
$47,278
0.01% of portfolio
|
Q3 2022
New holding
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 31, 2024 Q2 2024 |
2,130
shares
|
$42,962
0.03% of portfolio
|
Q4 2023
Added 10.36%
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
1,940
shares
|
$39,129
0.0% of portfolio
|
Q1 2024
Reduced 36.18%
|