Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
482KNew |
$9.64M - $9.7M
|
482K
$9.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
103K+ 636.1% |
$2.07M - $2.08M
|
120K
$2.41M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
49.8K+ 266.67% |
$997K - $1M
|
68.5K
$1.38M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
42.9K+ 130.52% |
$859K - $865K
|
75.8K
$1.53M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
37.5K+ 439.15% |
$751K - $757K
|
46.1K
$928K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
22.5KNew |
$450K - $453K
|
22.5K
$453K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18.5KNew |
$369K - $372K
|
18.5K
$372K
|
|
|
Jul 23, 2025
Q2 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
17.6K+ 15.61% |
$351K - $354K
|
130K
$2.62M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
16.9KNew |
$339K - $341K
|
16.9K
$341K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
15.3K+ 62.6% |
$306K - $308K
|
39.7K
$800K
|
|
|
Jul 16, 2025
Q2 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
14.4K+ 92.53% |
$289K - $291K
|
30K
$604K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
12K+ 41.38% |
$240K - $242K
|
41K
$826K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
12KNew |
$240K - $242K
|
12K
$242K
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
9.95KNew |
$199K - $201K
|
9.95K
$200K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.22K+ 12.88% |
$164K - $166K
|
72K
$1.45M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.84K+ 11.46% |
$117K - $118K
|
56.8K
$1.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.14KNew |
$82.9K - $83.5K
|
4.14K
$83.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
3.08K+ 1.09% |
$61.6K - $62.1K
|
285K
$5.73M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.01K+ 7.36% |
$40.2K - $40.5K
|
29.3K
$591K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
2K+ 10.7% |
$40K - $40.3K
|
20.7K
$417K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.48K+ 0.67% |
$29.6K - $29.8K
|
222K
$4.48M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
580+ 5.61% |
$11.6K - $11.7K
|
10.9K
$220K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
429+ 3.08% |
$8.58K - $8.64K
|
14.4K
$290K
|
|
|
Jul 30, 2025
Q2 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
387+ 2.84% |
$7.74K - $7.8K
|
14K
$283K
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
178+ 0.75% |
$3.56K - $3.59K
|
23.9K
$482K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
98+ 0.73% |
$1.96K - $1.97K
|
13.5K
$273K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
22+ 1.4% |
$440 - $443
|
1.59K
$32K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-68- 0.17% |
$1.36K - $1.37K
|
39.2K
$789K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-230- 2.21% |
$4.6K - $4.63K
|
10.2K
$205K
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
SELL
|
- |
-549- 0.4% |
$11K - $11.1K
|
138K
$2.78M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.11K- 5.44% |
$22.3K - $22.4K
|
19.3K
$390K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.31K- 31.16% |
$26.2K - $26.4K
|
2.89K
$58.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-1.97K- 13.02% |
$39.5K - $39.8K
|
13.2K
$266K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.24K- 7.32% |
$105K - $106K
|
66.3K
$1.34M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-5.59K- 35.53% |
$112K - $113K
|
10.1K
$204K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.14K- 10.76% |
$123K - $124K
|
50.9K
$1.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.77K- 5.89% |
$136K - $136K
|
108K
$2.18M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-10K- 20.0% |
$200K - $202K
|
40K
$806K
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-10.7K- 13.95% |
$213K - $215K
|
65.7K
$1.32M
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-12.9K- 14.78% |
$258K - $260K
|
74.4K
$1.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-35.9K- 68.96% |
$718K - $723K
|
16.1K
$325K
|