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 |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
7,121
shares
|
$143,132
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
4,204
shares
|
$84,500
0.03% of portfolio
|
Q1 2025
Reduced 65.6%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
4,000
shares
|
$80,400
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
3,575
shares
|
$71,857
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
2,821
shares
|
$56,702
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,775
shares
|
$55,777
0.0% of portfolio
|
Q4 2024
Reduced 5.61%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
2,344
shares
|
$47,114
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
2,294
shares
|
$46,109
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,725
shares
|
$34,672
0.0% of portfolio
|
Q2 2024
Added 1.47%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
1,566
shares
|
$31,476
0.0% of portfolio
|
Q1 2025
Reduced 49.98%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
1,381
shares
|
$27,758
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,011
shares
|
$20,321
0.0% of portfolio
|
Q2 2024
Reduced 33.09%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
687
shares
|
$13,808
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
687
shares
|
$13,808
0.01% of portfolio
|
Q2 2024
Added 0.73%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
640
shares
|
$12,864
0.0% of portfolio
|
Q1 2025
Added 1180.0%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
505
shares
|
$10,150
0.0% of portfolio
|
Q3 2024
Reduced 9.01%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
294
shares
|
$5,909
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
262
shares
|
$5,266
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
179
shares
|
$3,597
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|