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
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-8K- 32.85% |
$161K - $161K
|
16.4K
$329K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-8.02K- 65.6% |
$161K - $162K
|
4.2K
$84.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-9.68K- 9.98% |
$194K - $195K
|
87.3K
$1.75M
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-11.5K- 45.7% |
$231K - $232K
|
13.7K
$275K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-12.8K- 57.58% |
$258K - $259K
|
9.46K
$190K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-17.1K- 15.88% |
$344K - $346K
|
90.8K
$1.83M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-17.7K- 2.63% |
$356K - $357K
|
655K
$13.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-25.3K- 33.16% |
$507K - $510K
|
51K
$1.02M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-49.5K- 23.04% |
$994K - $998K
|
165K
$3.32M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-92.1K- 84.7% |
$1.85M - $1.86M
|
16.6K
$334K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-131K- 14.83% |
$2.63M - $2.64M
|
753K
$15.1M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-168K- 19.4% |
$3.36M - $3.38M
|
696K
$14M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-187K- 56.02% |
$3.75M - $3.76M
|
147K
$2.95M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-422K- 78.61% |
$8.48M - $8.52M
|
115K
$2.31M
|