Capital Analysts, LLC First Tr ETF Iii Enhanced Shor Transaction History

Capital Analysts, LLC

$2.26 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 08, 2023	SELL	$19.8 - $19.98 $247,678 - $249,929	-12,509 Reduced 96.12%	505 $10,000
Q3 2022 Nov 14, 2022	BUY	$19.82 - $20.02 $257,937 - $260,540	13,014 New	13,014 $258,000

Others Institutions Holding FUMB

# of Institutions

82

Shares Held

7.16M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.11M
Shares

$22.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

870K
Shares

$17.5 Million
0.01% of portfolio
New Edge Advisors, LLC New Orleans, LA

627K
Shares

$12.6 Million
0.09% of portfolio
Rockefeller Capital Management L.P. New York, NY

513K
Shares

$10.3 Million
0.03% of portfolio
Mainsail Financial Group, LLC Bellevue, WA

273K
Shares

$5.49 Million
3.26% of portfolio

About FIRST TR ETF III ENHANCED SHOR

Ticker FUMB
Sector ETFs
Industry ETFs

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