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 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
163+ 1.11% |
$3.23K - $3.26K
|
14.9K
$299K
|
|
|
Jan 19, 2023
Q4 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
72+ 0.43% |
$1.43K - $1.44K
|
16.7K
$335K
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
42+ 0.39% |
$832 - $839
|
10.8K
$216K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
40+ 0.25% |
$792 - $799
|
16.3K
$327K
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-319- 2.17% |
$6.32K - $6.37K
|
14.4K
$289K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-400- 2.14% |
$7.92K - $7.99K
|
18.3K
$367K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-984- 3.16% |
$19.5K - $19.7K
|
30.2K
$606K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.44K- 0.91% |
$28.6K - $28.8K
|
157K
$3.16M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.22K- 59.67% |
$43.9K - $44.3K
|
1.5K
$30.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.28K- 5.8% |
$45.1K - $45.6K
|
37.1K
$744K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.63K- 3.61% |
$71.9K - $72.5K
|
96.9K
$1.95M
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-4.23K- 21.58% |
$83.7K - $84.5K
|
15.4K
$308K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-7.68KClosed |
$152K - $153K
|
0
$0
|
|
|
Jan 25, 2023
Q4 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-8.02K- 38.19% |
$159K - $160K
|
13K
$261K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11K- 8.15% |
$218K - $220K
|
124K
$2.49M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-12.5K- 96.12% |
$248K - $250K
|
505
$10.1K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-14.4K- 29.73% |
$285K - $288K
|
34.1K
$684K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-14.9K- 47.44% |
$294K - $297K
|
16.5K
$331K
|
|
|
Jan 20, 2023
Q4 2022
|
Hedeker Wealth, LLC
|
SELL
|
- |
-17.8K- 44.95% |
$353K - $356K
|
21.8K
$438K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-19.3K- 7.45% |
$383K - $386K
|
240K
$4.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-23.7K- 50.23% |
$469K - $473K
|
23.4K
$471K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-24.7K- 31.23% |
$488K - $493K
|
54.3K
$1.09M
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-25K- 14.12% |
$495K - $500K
|
152K
$3.05M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-28.3K- 4.73% |
$561K - $566K
|
571K
$11.5M
|
|
|
Jan 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-33.4K- 12.52% |
$661K - $667K
|
233K
$4.69M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-34.1K- 56.31% |
$675K - $681K
|
26.5K
$531K
|
|
|
Jan 18, 2023
Q4 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-44.7K- 13.2% |
$885K - $893K
|
294K
$5.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-88.1K- 75.04% |
$1.74M - $1.76M
|
29.3K
$589K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-179K- 54.71% |
$3.54M - $3.57M
|
148K
$2.97M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-255K- 17.0% |
$5.05M - $5.1M
|
1.25M
$25M
|