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 |
|---|---|---|---|---|---|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
4,000
shares
|
$80,240
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
2,942
shares
|
$59,016
0.01% of portfolio
|
Q4 2024
Added 253.18%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
2,821
shares
|
$56,589
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,775
shares
|
$55,666
0.0% of portfolio
|
Q4 2024
Reduced 5.61%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,708
shares
|
$54,322
0.0% of portfolio
|
Q4 2024
Reduced 67.01%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
2,344
shares
|
$47,020
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
2,294
shares
|
$46,017
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
1,907
shares
|
$38,254
0.0% of portfolio
|
Q4 2024
Reduced 68.06%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,725
shares
|
$34,603
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
|
$31,413
0.0% of portfolio
|
Q1 2025
Reduced 49.98%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
1,381
shares
|
$27,702
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,011
shares
|
$20,280
0.0% of portfolio
|
Q2 2024
Reduced 33.09%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
687
shares
|
$13,781
0.01% of portfolio
|
Q2 2024
Added 0.73%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
687
shares
|
$13,781
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
505
shares
|
$10,130
0.0% of portfolio
|
Q3 2024
Reduced 9.01%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
455
shares
|
$9,127
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
294
shares
|
$5,897
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
262
shares
|
$5,255
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
179
shares
|
$3,590
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
106
shares
|
$2,126
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
50
shares
|
$1,002
0.0% of portfolio
|
Q4 2024
Reduced 60.0%
|