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
$9.68M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
106K+ 15.23% |
$2.12M - $2.14M
|
802K
$16.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
103K+ 636.1% |
$2.07M - $2.08M
|
120K
$2.4M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
96.5K+ 55.51% |
$1.93M - $1.94M
|
270K
$5.43M
|
|
|
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
$1.52M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
37.5K+ 439.15% |
$751K - $757K
|
46.1K
$927K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
32.1K+ 13.11% |
$641K - $646K
|
277K
$5.56M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
22.5KNew |
$450K - $453K
|
22.5K
$452K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
21.7KNew |
$435K - $438K
|
21.7K
$437K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.4K+ 6.46% |
$428K - $431K
|
353K
$7.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18.5KNew |
$369K - $372K
|
18.5K
$371K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
18.4K+ 514.35% |
$368K - $371K
|
22K
$441K
|
|
|
Jul 23, 2025
Q2 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
17.6K+ 15.61% |
$351K - $354K
|
130K
$2.61M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
16.9KNew |
$339K - $341K
|
16.9K
$340K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
16.6K+ 2.9% |
$332K - $335K
|
589K
$11.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
15.3K+ 62.6% |
$306K - $308K
|
39.7K
$798K
|
|
|
Jul 16, 2025
Q2 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
14.4K+ 92.53% |
$289K - $291K
|
30K
$603K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
12.4KNew |
$248K - $250K
|
12.4K
$249K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
12K+ 41.38% |
$240K - $242K
|
41K
$824K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
12KNew |
$240K - $242K
|
12K
$241K
|
|
|
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
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.43K+ 4.5% |
$129K - $130K
|
149K
$3M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.11K+ 4.17% |
$122K - $123K
|
153K
$3.07M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.84K+ 11.46% |
$117K - $118K
|
56.8K
$1.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
4.46K+ 47.16% |
$89.2K - $89.8K
|
13.9K
$280K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.14KNew |
$82.9K - $83.5K
|
4.14K
$83.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
3.08K+ 1.09% |
$61.6K - $62.1K
|
285K
$5.72M
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3K+ 7.71% |
$60.1K - $60.5K
|
41.9K
$843K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.01K+ 7.36% |
$40.2K - $40.5K
|
29.3K
$589K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
2K+ 10.7% |
$40K - $40.3K
|
20.7K
$416K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.48K+ 0.67% |
$29.6K - $29.8K
|
222K
$4.47M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.44KNew |
$28.7K - $28.9K
|
1.44K
$28.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.27KNew |
$25.4K - $25.6K
|
1.27K
$25.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
580+ 5.61% |
$11.6K - $11.7K
|
10.9K
$219K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
429+ 3.08% |
$8.58K - $8.64K
|
14.4K
$289K
|
|
|
Jul 30, 2025
Q2 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
387+ 2.84% |
$7.74K - $7.8K
|
14K
$282K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
383+ 0.2% |
$7.66K - $7.72K
|
192K
$3.85M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
231New |
$4.62K - $4.65K
|
231
$4.64K
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
178+ 0.75% |
$3.56K - $3.59K
|
23.9K
$481K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
98+ 0.73% |
$1.96K - $1.97K
|
13.5K
$272K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
38+ 2.2% |
$760 - $766
|
1.76K
$35.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
22+ 1.4% |
$440 - $443
|
1.59K
$31.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-68- 0.17% |
$1.36K - $1.37K
|
39.2K
$788K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-230- 2.21% |
$4.6K - $4.63K
|
10.2K
$205K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-391- 2.37% |
$7.82K - $7.88K
|
16.1K
$324K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-399- 2.44% |
$7.98K - $8.04K
|
16K
$321K
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
SELL
|
- |
-549- 0.4% |
$11K - $11.1K
|
138K
$2.78M
|