Purchases and Sales Made in Q1 2022 in First Tr ETF Iii Enhanced Shor (FUMB)
This table provides information about the institutional ownership of First Tr ETF Iii Enhanced Shor (FUMB) during Q1 2022. The information is specifically focused on institutions that hold shares of FIRST TR ETF III ENHANCED SHOR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.26M+ 162.05% |
$25.1M - $25.3M
|
2.03M
$40.8M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
580K+ 39.86% |
$11.6M - $11.7M
|
2.03M
$40.8M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
389K+ 199.94% |
$7.76M - $7.84M
|
583K
$11.7M
|
|
|
Apr 11, 2022
Q1 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
188KNew |
$3.76M - $3.8M
|
188K
$3.78M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
110KNew |
$2.2M - $2.22M
|
110K
$2.21M
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
68.3K+ 62.83% |
$1.36M - $1.38M
|
177K
$3.55M
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
42.6KNew |
$851K - $859K
|
42.6K
$856K
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
39.3KNew |
$785K - $792K
|
39.3K
$790K
|
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
30.8KNew |
$615K - $621K
|
30.8K
$618K
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
25.8KNew |
$514K - $519K
|
25.8K
$517K
|
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
25.1K+ 135.89% |
$500K - $505K
|
43.5K
$873K
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
21.3KNew |
$424K - $429K
|
21.3K
$427K
|
|
|
Feb 16, 2023
Q1 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
20.7KNew |
$414K - $418K
|
20.7K
$416K
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
19KNew |
$378K - $382K
|
19K
$381K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17.6K+ 84.87% |
$351K - $355K
|
38.3K
$770K
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.8K+ 15.42% |
$276K - $279K
|
104K
$2.08M
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
11.9KNew |
$238K - $241K
|
11.9K
$240K
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
11.2KNew |
$224K - $226K
|
11.2K
$225K
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
10KNew |
$200K - $202K
|
10K
$201K
|
|
|
May 04, 2022
Q1 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
10KNew |
$200K - $202K
|
10K
$201K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.97K+ 6.59% |
$179K - $181K
|
145K
$2.91M
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.89K+ 12.2% |
$177K - $179K
|
81.7K
$1.64M
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4.84KNew |
$96.6K - $97.5K
|
4.84K
$97.2K
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.77K+ 16.81% |
$75.2K - $75.9K
|
26.2K
$526K
|
|
|
Apr 13, 2022
Q1 2022
|
Hedeker Wealth, LLC
|
BUY
|
- |
3.61K+ 8.66% |
$72K - $72.7K
|
45.3K
$909K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.89K+ 44.65% |
$57.7K - $58.3K
|
9.37K
$188K
|
|
|
Apr 25, 2022
Q1 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
2.75K+ 0.81% |
$54.8K - $55.3K
|
340K
$6.82M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
2.36KNew |
$47.1K - $47.5K
|
2.36K
$47.3K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.22K+ 147.93% |
$44.3K - $44.7K
|
3.72K
$74.7K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.81K+ 2.58% |
$36.1K - $36.4K
|
72K
$1.45M
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.15K+ 10.19% |
$23K - $23.2K
|
12.5K
$250K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
710New |
$14.2K - $14.3K
|
710
$14.3K
|
|
|
Apr 08, 2022
Q1 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
704+ 3.37% |
$14.1K - $14.2K
|
21.6K
$433K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
551+ 0.59% |
$11K - $11.1K
|
93.4K
$1.88M
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
479+ 3.26% |
$9.56K - $9.65K
|
15.2K
$305K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-13- 0.35% |
$259 - $262
|
3.68K
$74K
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-672- 2.88% |
$13.4K - $13.5K
|
22.6K
$454K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.28K- 0.84% |
$65.5K - $66.1K
|
386K
$7.76M
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-4.16KClosed |
$83.1K - $83.9K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-5K- 23.57% |
$99.7K - $101K
|
16.2K
$325K
|
|
|
May 10, 2022
Q1 2022
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-5K- 11.02% |
$99.8K - $101K
|
40.4K
$811K
|
|
|
May 06, 2022
Q1 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-5.21K- 68.25% |
$104K - $105K
|
2.42K
$48.7K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.51K- 6.74% |
$150K - $151K
|
104K
$2.09M
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-8.5K- 18.9% |
$170K - $171K
|
36.5K
$732K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.75K- 10.53% |
$175K - $176K
|
74.4K
$1.49M
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-9.93KClosed |
$198K - $200K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-12.4KClosed |
$248K - $251K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-14K- 2.5% |
$279K - $282K
|
546K
$11M
|
|
|
May 26, 2022
Q1 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-14.2K- 57.15% |
$284K - $287K
|
10.7K
$214K
|