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 96 institutions that hold shares in the stock, with a total of 7.52 Million shares, which have been reported (via 13F filing form) to have a value of $151 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
20,453
shares
|
$410,287
0.01% of portfolio
|
Q1 2025
Added 34.27%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
18,677
shares
|
$374,660
0.01% of portfolio
|
Q4 2023
Reduced 6.51%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
18,200
shares
|
$365,092
0.06% of portfolio
|
Q4 2024
Reduced 6.43%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
17,678
shares
|
$354,620
0.01% of portfolio
|
Q1 2020
Reduced 94.34%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
17,124
shares
|
$343,507
0.04% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
16,242
shares
|
$325,814
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
15,726
shares
|
$315,463
0.11% of portfolio
|
Q3 2024
Reduced 12.42%
|
|
|
One Plus One Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
15,588
shares
|
$312,695
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
15,231
shares
|
$305,533
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jan 22, 2025 Q4 2024 |
14,946
shares
|
$299,816
0.13% of portfolio
|
Q4 2024
Reduced 5.7%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
13,958
shares
|
$279,997
0.0% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
13,946
shares
|
$279,756
0.01% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
13,464
shares
|
$270,087
0.0% of portfolio
|
Q4 2024
Added 8.22%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
13,450
shares
|
$269,807
0.02% of portfolio
|
Q1 2025
Added 3636.11%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
12,985
shares
|
$260,479
0.0% of portfolio
|
Q4 2024
Added 26.89%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
12,574
shares
|
$252,234
0.0% of portfolio
|
Q2 2024
Reduced 12.0%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
12,163
shares
|
$243,989
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Security Financial Services, Inc.
|
Feb 13, 2025 Q4 2024 |
12,104
shares
|
$242,806
0.05% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
11,788
shares
|
$236,467
0.01% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
11,146
shares
|
$223,588
0.0% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
10,414
shares
|
$208,904
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
|
$207,279
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
10,000
shares
|
$200,600
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
8,266
shares
|
$165,815
0.0% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
4,204
shares
|
$84,332
0.03% of portfolio
|
Q1 2025
Reduced 65.6%
|