Purchases and Sales Made in Q4 2024 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 2024. 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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
252KNew |
$5.06M - $5.08M
|
252K
$5.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
195KNew |
$3.91M - $3.93M
|
195K
$3.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
146K+ 78.11% |
$2.93M - $2.95M
|
333K
$6.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
81.2KNew |
$1.63M - $1.64M
|
81.2K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
70.7K+ 185.79% |
$1.42M - $1.42M
|
109K
$2.18M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
61.5K+ 10.06% |
$1.23M - $1.24M
|
673K
$13.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
43.6K+ 36.02% |
$873K - $878K
|
165K
$3.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
23.8K+ 222.17% |
$478K - $480K
|
34.6K
$694K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
22.5KNew |
$451K - $453K
|
22.5K
$452K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
21.5K+ 4.16% |
$430K - $433K
|
537K
$10.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
20.8K+ 23.84% |
$417K - $419K
|
108K
$2.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
18.9K+ 31.79% |
$378K - $380K
|
78.2K
$1.57M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
15.4K+ 13.53% |
$309K - $311K
|
129K
$2.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
15.2KNew |
$305K - $307K
|
15.2K
$306K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
15.1K+ 6.85% |
$302K - $303K
|
235K
$4.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
14KNew |
$281K - $282K
|
14K
$281K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
12.2KNew |
$245K - $246K
|
12.2K
$245K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
12.2KNew |
$244K - $245K
|
12.2K
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10KNew |
$201K - $202K
|
10K
$201K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
9.48K+ 50.4% |
$190K - $191K
|
28.3K
$568K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.38K+ 14.02% |
$188K - $189K
|
76.2K
$1.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
5.63K+ 22.24% |
$113K - $113K
|
30.9K
$621K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.55K+ 22.45% |
$111K - $112K
|
30.2K
$607K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.45K+ 2.52% |
$109K - $110K
|
222K
$4.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
4.4K+ 12.22% |
$88.2K - $88.6K
|
40.4K
$811K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
3.01K+ 9.42% |
$60.4K - $60.7K
|
35K
$703K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.75K+ 26.89% |
$55.2K - $55.5K
|
13K
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.11K+ 253.18% |
$42.3K - $42.5K
|
2.94K
$59.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.61K+ 5.84% |
$32.3K - $32.5K
|
29.2K
$587K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.46K+ 5.76% |
$29.3K - $29.4K
|
26.8K
$538K
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1.2K+ 4.99% |
$24.1K - $24.2K
|
25.2K
$507K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.15KNew |
$23.1K - $23.2K
|
1.15K
$23.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.02K+ 8.22% |
$20.5K - $20.6K
|
13.5K
$270K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
1K+ 3.57% |
$20.1K - $20.2K
|
29K
$582K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
687New |
$13.8K - $13.8K
|
687
$13.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
455New |
$9.12K - $9.17K
|
455
$9.14K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
391+ 3.43% |
$7.84K - $7.88K
|
11.8K
$237K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
360New |
$7.22K - $7.25K
|
360
$7.23K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
294New |
$5.89K - $5.92K
|
294
$5.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
230+ 1.68% |
$4.61K - $4.63K
|
14K
$280K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
106New |
$2.13K - $2.14K
|
106
$2.13K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
28+ 0.21% |
$561 - $564
|
13.6K
$273K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
15+ 0.7% |
$301 - $302
|
2.15K
$43.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14+ 0.04% |
$281 - $282
|
33.7K
$676K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-75- 60.0% |
$1.5K - $1.51K
|
50
$1K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-149- 1.77% |
$2.99K - $3K
|
8.27K
$166K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-165- 5.61% |
$3.31K - $3.32K
|
2.78K
$55.7K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-218- 1.92% |
$4.37K - $4.39K
|
11.1K
$224K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-249- 0.51% |
$4.99K - $5.02K
|
48.9K
$982K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-386- 3.09% |
$7.74K - $7.78K
|
12.1K
$243K
|