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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-845- 7.58% |
$16.9K - $17K
|
10.3K
$207K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.11K- 5.44% |
$22.3K - $22.4K
|
19.3K
$389K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.31K- 31.16% |
$26.2K - $26.4K
|
2.89K
$58.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.45K- 3.76% |
$28.9K - $29.1K
|
37K
$743K
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-1.56K- 9.11% |
$31.2K - $31.4K
|
15.5K
$312K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-1.97K- 13.02% |
$39.5K - $39.8K
|
13.2K
$265K
|
|
|
Aug 12, 2025
Q2 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-2K- 4.4% |
$40K - $40.3K
|
43.5K
$874K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.75K- 45.41% |
$75.1K - $75.6K
|
4.51K
$90.7K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.32K- 0.66% |
$86.3K - $86.9K
|
651K
$13.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.24K- 7.32% |
$105K - $106K
|
66.3K
$1.33M
|
|
|
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
$1.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.77K- 5.89% |
$136K - $136K
|
108K
$2.17M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-10K- 20.0% |
$200K - $202K
|
40K
$804K
|
|
|
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
$1.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-18.1K- 2.41% |
$362K - $365K
|
734K
$14.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-23.2K- 25.51% |
$463K - $467K
|
67.6K
$1.36M
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-35.9K- 68.96% |
$718K - $723K
|
16.1K
$325K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-96.5K- 35.71% |
$1.93M - $1.94M
|
174K
$3.49M
|