Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
456K+ 83.97% |
$9.08M - $9.13M
|
1M
$20.1M
|
|
Jul 27, 2022
Q2 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
259KNew |
$5.15M - $5.18M
|
259K
$5.2M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
253K+ 43.36% |
$5.03M - $5.06M
|
836K
$16.8M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
161K+ 849.23% |
$3.2M - $3.22M
|
180K
$3.61M
|
|
Aug 11, 2022
Q2 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
104KNew |
$2.07M - $2.08M
|
104K
$2.09M
|
|
Jul 25, 2022
Q2 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
72KNew |
$1.43M - $1.44M
|
72K
$1.45M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
41.1K+ 39.52% |
$818K - $822K
|
145K
$2.91M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
32.5K+ 39.78% |
$647K - $650K
|
114K
$2.29M
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
30.8K+ 144.89% |
$613K - $616K
|
52.1K
$1.05M
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
30.3K+ 42.16% |
$604K - $607K
|
102K
$2.05M
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
27K+ 125.31% |
$538K - $541K
|
48.6K
$976K
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
25KNew |
$497K - $500K
|
25K
$502K
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24K+ 16.54% |
$477K - $480K
|
169K
$3.39M
|
|
Aug 15, 2022
Q2 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
23.3KNew |
$464K - $466K
|
23.3K
$468K
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
22.9K+ 4.19% |
$455K - $457K
|
569K
$11.4M
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
22.5K+ 224.5% |
$448K - $450K
|
32.6K
$654K
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
18.3KNew |
$364K - $366K
|
18.3K
$367K
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
18KNew |
$358K - $360K
|
18K
$362K
|
|
Aug 10, 2022
Q2 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
17.7KNew |
$352K - $354K
|
17.7K
$355K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
17.7KNew |
$352K - $353K
|
17.7K
$355K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
17.5KNew |
$348K - $350K
|
17.5K
$351K
|
|
Jul 18, 2022
Q2 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
16.6KNew |
$330K - $331K
|
16.6K
$333K
|
|
Jul 19, 2022
Q2 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
14.4KNew |
$286K - $287K
|
14.4K
$288K
|
|
Aug 15, 2022
Q2 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
13.8KNew |
$275K - $276K
|
13.8K
$278K
|
|
Aug 12, 2022
Q2 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
10.9KNew |
$216K - $217K
|
10.9K
$218K
|
|
Jul 20, 2022
Q2 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
10.7KNew |
$213K - $214K
|
10.7K
$215K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10KNew |
$199K - $200K
|
10K
$201K
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.84K+ 8.54% |
$176K - $177K
|
112K
$2.26M
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
8.23KNew |
$164K - $165K
|
8.23K
$165K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.07K+ 10.84% |
$161K - $161K
|
82.5K
$1.66M
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
4.32K+ 178.42% |
$86K - $86.5K
|
6.75K
$135K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.72KNew |
$74K - $74.4K
|
3.72K
$74.7K
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.31K+ 12.62% |
$65.8K - $66.1K
|
29.5K
$592K
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.29K+ 5.71% |
$25.7K - $25.8K
|
23.9K
$480K
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.26K+ 125800.0% |
$25K - $25.2K
|
1.26K
$25.3K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
750+ 105.63% |
$14.9K - $15K
|
1.46K
$29.3K
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
83New |
$1.65K - $1.66K
|
83
$1.67K
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
20+ 0.12% |
$398 - $400
|
16.2K
$326K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-30- 0.81% |
$597 - $600
|
3.65K
$73.4K
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-305- 2.45% |
$6.07K - $6.1K
|
12.2K
$244K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-865Closed |
$17.2K - $17.3K
|
0
$0
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-1.63K- 7.84% |
$32.4K - $32.5K
|
19.1K
$384K
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.16K- 2.31% |
$42.9K - $43.1K
|
91.2K
$1.83M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-2.21K- 93.68% |
$44K - $44.2K
|
149
$2.99K
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3.25K- 67.22% |
$64.7K - $65.1K
|
1.59K
$31.8K
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.72KClosed |
$74K - $74.4K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.9K- 93.06% |
$77.6K - $78K
|
291
$5.84K
|
|
Jul 19, 2022
Q2 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-8.01K- 2.36% |
$159K - $160K
|
332K
$6.66M
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-8.22K- 19.29% |
$164K - $164K
|
34.4K
$691K
|