Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
516K+ 35.28% |
$10.2M - $10.3M
|
1.98M
$39.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
323K+ 754.74% |
$6.41M - $6.46M
|
366K
$7.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
241K+ 128.85% |
$4.77M - $4.81M
|
428K
$8.59M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
194K+ 74.63% |
$3.85M - $3.88M
|
454K
$9.12M
|
|
|
Jan 31, 2023
Q4 2022
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
181KNew |
$3.58M - $3.61M
|
181K
$3.63M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
146K+ 89.32% |
$2.9M - $2.92M
|
310K
$6.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
139KNew |
$2.75M - $2.77M
|
139K
$2.79M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
117K+ 64.16% |
$2.31M - $2.33M
|
299K
$6M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
116KNew |
$2.29M - $2.31M
|
116K
$2.32M
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
88.8K+ 625.43% |
$1.76M - $1.78M
|
103K
$2.07M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
69.8K+ 54.02% |
$1.38M - $1.39M
|
199K
$4M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
61.1KNew |
$1.21M - $1.22M
|
61.1K
$1.23M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
59.2KNew |
$1.17M - $1.18M
|
59.2K
$1.19M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
44.8K+ 4.25% |
$887K - $895K
|
1.1M
$22.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
41.6K+ 234.95% |
$823K - $831K
|
59.3K
$1.19M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
39.9K+ 33.33% |
$790K - $797K
|
160K
$3.2M
|
|
|
Jan 18, 2023
Q4 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
38.6K+ 145.47% |
$763K - $770K
|
65.1K
$1.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
35.3KNew |
$699K - $705K
|
35.3K
$709K
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
33K+ 18.53% |
$653K - $659K
|
211K
$4.24M
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
32.8K+ 79.65% |
$650K - $656K
|
74.1K
$1.49M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
30.6KNew |
$605K - $611K
|
30.6K
$614K
|
|
|
Jan 18, 2023
Q4 2022
|
Trust CO Of Oklahoma
|
BUY
|
- |
28.6KNew |
$566K - $571K
|
28.6K
$574K
|
|
|
Feb 14, 2023
Q4 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
25.2KNew |
$499K - $504K
|
25.2K
$506K
|
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
22.2K+ 38.39% |
$439K - $443K
|
80K
$1.61M
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
19.1KNew |
$377K - $381K
|
19.1K
$383K
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
16.7KNew |
$330K - $333K
|
16.7K
$335K
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
12.5KNew |
$248K - $250K
|
12.5K
$251K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
11.4K+ 15.93% |
$226K - $228K
|
83.2K
$1.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11KNew |
$218K - $220K
|
11K
$221K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.6KNew |
$210K - $212K
|
10.6K
$213K
|
|
|
Oct 27, 2023
Q4 2022
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
10.2KNew |
$203K - $204K
|
10.2K
$205K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.26K+ 34.36% |
$124K - $125K
|
24.5K
$492K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
6.19K+ 22.66% |
$123K - $124K
|
33.5K
$673K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
5.97KNew |
$118K - $119K
|
5.97K
$120K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.73K+ 32.75% |
$113K - $115K
|
23.2K
$466K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.05K+ 50.53% |
$100K - $101K
|
15.1K
$302K
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
5.04K+ 28.46% |
$99.8K - $101K
|
22.7K
$457K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.89K+ 1681.1% |
$96.9K - $97.7K
|
5.18K
$104K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.13K+ 17.77% |
$81.8K - $82.6K
|
27.4K
$550K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.93KNew |
$77.7K - $78.4K
|
3.93K
$78.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
3.45KNew |
$68.3K - $68.9K
|
3.45K
$69.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.01K+ 32.65% |
$59.6K - $60.1K
|
12.2K
$245K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.62K+ 24.99% |
$52K - $52.4K
|
13.1K
$264K
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.57K+ 23.65% |
$50.8K - $51.3K
|
13.4K
$270K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.05K+ 43.36% |
$40.6K - $40.9K
|
6.77K
$136K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.01K+ 48.63% |
$39.7K - $40.1K
|
6.13K
$123K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.88K+ 11.03% |
$37.1K - $37.5K
|
18.9K
$379K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
188New |
$3.72K - $3.76K
|
188
$3.78K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
188New |
$3.72K - $3.76K
|
188
$3.78K
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
188New |
$3.72K - $3.76K
|
188
$3.78K
|