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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
408K+ 247.8% |
$8.18M - $8.22M
|
572K
$11.5M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
154K+ 414.71% |
$3.09M - $3.11M
|
191K
$3.85M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
116K+ 75.31% |
$2.33M - $2.34M
|
270K
$5.43M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
109K+ 49.1% |
$2.19M - $2.2M
|
331K
$6.66M
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
84.2K+ 297.68% |
$1.69M - $1.7M
|
112K
$2.26M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
23.7KNew |
$477K - $479K
|
23.7K
$477K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
22.7KNew |
$456K - $458K
|
22.7K
$457K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
16.2KNew |
$326K - $327K
|
16.2K
$326K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16K+ 12.65% |
$322K - $323K
|
143K
$2.87M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
16K+ 15095.28% |
$321K - $323K
|
16.1K
$324K
|
|
|
Apr 14, 2025
Q1 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
15.6KNew |
$313K - $314K
|
15.6K
$313K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14K+ 28.09% |
$281K - $282K
|
63.8K
$1.28M
|
|
|
Apr 15, 2025
Q1 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
13.1K+ 4.9% |
$264K - $265K
|
282K
$5.66M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
13.1K+ 3636.11% |
$263K - $264K
|
13.5K
$270K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.8KNew |
$217K - $218K
|
10.8K
$218K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
10.3KNew |
$207K - $208K
|
10.3K
$208K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
9.37K+ 7.24% |
$188K - $189K
|
139K
$2.79M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
8K+ 25.87% |
$161K - $161K
|
38.9K
$782K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.12KNew |
$143K - $144K
|
7.12K
$143K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.84K+ 215.73% |
$117K - $118K
|
8.55K
$172K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.22K+ 38.78% |
$105K - $105K
|
18.7K
$376K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.22K+ 34.27% |
$105K - $105K
|
20.5K
$411K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
4.26K+ 12.18% |
$85.6K - $85.9K
|
39.3K
$789K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.58KNew |
$71.8K - $72.1K
|
3.58K
$71.9K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.53K+ 27.21% |
$70.9K - $71.2K
|
16.5K
$332K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.5K+ 25.0% |
$50.2K - $50.4K
|
12.5K
$251K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
2.29KNew |
$46K - $46.2K
|
2.29K
$46.1K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.19K+ 7.51% |
$44K - $44.2K
|
31.4K
$632K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.98K+ 171.79% |
$39.7K - $39.9K
|
3.13K
$62.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.92K+ 8.51% |
$38.4K - $38.6K
|
24.4K
$491K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.81K+ 3.27% |
$36.2K - $36.4K
|
57K
$1.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.38KNew |
$27.7K - $27.8K
|
1.38K
$27.8K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
590+ 1180.0% |
$11.8K - $11.9K
|
640
$12.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
510+ 1.9% |
$10.2K - $10.3K
|
27.3K
$549K
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
500+ 2.75% |
$10K - $10.1K
|
18.7K
$376K
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
386+ 0.75% |
$7.75K - $7.78K
|
52K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-31- 0.18% |
$622 - $625
|
17.1K
$344K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-68- 0.49% |
$1.36K - $1.37K
|
13.9K
$280K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-73- 0.48% |
$1.47K - $1.47K
|
15.2K
$305K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-778- 2.31% |
$15.6K - $15.7K
|
32.9K
$661K
|
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-1.3K- 8.68% |
$26K - $26.1K
|
13.6K
$274K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.54K- 0.69% |
$30.8K - $31K
|
221K
$4.44M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.57K- 49.98% |
$31.4K - $31.6K
|
1.57K
$31.5K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.91KClosed |
$38.3K - $38.4K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-2.15K- 5.3% |
$43.1K - $43.3K
|
38.4K
$772K
|
|
|
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
$1.54M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-6.59K- 16.32% |
$132K - $133K
|
33.8K
$679K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.67K- 8.53% |
$134K - $134K
|
71.5K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-7.76K- 3.07% |
$156K - $156K
|
245K
$4.92M
|