Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
84.2K+ 297.68% |
$1.69M - $1.7M
|
112K
$2.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
16.2KNew |
$326K - $327K
|
16.2K
$326K
|
|
|
Apr 14, 2025
Q1 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
15.6KNew |
$313K - $314K
|
15.6K
$313K
|
|
|
Apr 15, 2025
Q1 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
13.1K+ 4.9% |
$264K - $265K
|
282K
$5.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
13.1K+ 3636.11% |
$263K - $264K
|
13.5K
$270K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
10.3KNew |
$207K - $208K
|
10.3K
$207K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
9.37K+ 7.24% |
$188K - $189K
|
139K
$2.78M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
8K+ 25.87% |
$161K - $161K
|
38.9K
$781K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.22K+ 34.27% |
$105K - $105K
|
20.5K
$410K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
2.29KNew |
$46K - $46.2K
|
2.29K
$46K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.98K+ 171.79% |
$39.7K - $39.9K
|
3.13K
$62.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.92K+ 8.51% |
$38.4K - $38.6K
|
24.4K
$490K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.38KNew |
$27.7K - $27.8K
|
1.38K
$27.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
510+ 1.9% |
$10.2K - $10.3K
|
27.3K
$548K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-68- 0.49% |
$1.36K - $1.37K
|
13.9K
$280K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-778- 2.31% |
$15.6K - $15.7K
|
32.9K
$660K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.57K- 49.98% |
$31.4K - $31.6K
|
1.57K
$31.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.21K- 23.53% |
$64.3K - $64.6K
|
10.4K
$209K
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-4.81K- 5.92% |
$96.5K - $97K
|
76.4K
$1.53M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-6.59K- 16.32% |
$132K - $133K
|
33.8K
$678K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.67K- 8.53% |
$134K - $134K
|
71.5K
$1.44M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-8.02K- 65.6% |
$161K - $162K
|
4.2K
$84.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-9.68K- 9.98% |
$194K - $195K
|
87.3K
$1.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-25.3K- 33.16% |
$507K - $510K
|
51K
$1.02M
|