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 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-798- 4.45% |
$16K - $16.1K
|
17.1K
$344K
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-903- 5.7% |
$18.1K - $18.2K
|
14.9K
$300K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.25K- 6.43% |
$25.1K - $25.2K
|
18.2K
$365K
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.33K- 2.82% |
$26.7K - $26.9K
|
46K
$923K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.07K- 0.92% |
$41.5K - $41.7K
|
222K
$4.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-3.23K- 12.65% |
$64.7K - $65.1K
|
22.3K
$448K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.73K- 2.36% |
$74.8K - $75.1K
|
154K
$3.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.06K- 68.06% |
$81.5K - $81.9K
|
1.91K
$38.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-4.42K- 6.54% |
$88.6K - $89.1K
|
63.2K
$1.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.51K- 2.06% |
$90.4K - $90.9K
|
215K
$4.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-4.83K- 1.77% |
$96.8K - $97.3K
|
268K
$5.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.5K- 67.01% |
$110K - $111K
|
2.71K
$54.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-7.1K- 22.58% |
$142K - $143K
|
24.4K
$489K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-7.14K- 24.09% |
$143K - $144K
|
22.5K
$452K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.76K- 13.48% |
$156K - $156K
|
49.8K
$1M
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-8.37K- 13.94% |
$168K - $169K
|
51.6K
$1.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.9K- 16.47% |
$218K - $219K
|
55.2K
$1.11M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-11.9K- 8.59% |
$239K - $240K
|
127K
$2.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-12.8K- 45.73% |
$257K - $259K
|
15.2K
$306K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-31.3K- 43.55% |
$627K - $630K
|
40.5K
$814K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-31.5K- 45.9% |
$633K - $636K
|
37.2K
$747K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-83.2K- 8.6% |
$1.67M - $1.68M
|
884K
$17.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-201K- 18.85% |
$4.02M - $4.04M
|
864K
$17.3M
|