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 88 institutions that hold shares in the stock, with a total of 7.22 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 |
|---|---|---|---|---|---|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
4,000
shares
|
$80,520
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
2,821
shares
|
$56,786
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,775
shares
|
$55,860
0.0% of portfolio
|
Q4 2024
Reduced 5.61%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
2,344
shares
|
$47,184
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
2,151
shares
|
$43,299
0.03% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,725
shares
|
$34,724
0.0% of portfolio
|
Q2 2024
Added 1.47%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
1,152
shares
|
$23,189
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
1,011
shares
|
$20,351
0.0% of portfolio
|
Q2 2024
Reduced 33.09%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
833
shares
|
$16,768
0.0% of portfolio
|
Q3 2024
Reduced 52.07%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
687
shares
|
$13,829
0.01% of portfolio
|
Q2 2024
Added 0.73%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
687
shares
|
$13,829
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
505
shares
|
$10,165
0.0% of portfolio
|
Q3 2024
Reduced 9.01%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
262
shares
|
$5,274
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
125
shares
|
$2,516
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
106
shares
|
$2,133
0.0% of portfolio
|
Q4 2024
New holding
|