Helen Stephens Group, LLC First Tr ETF Iii Enhanced Shor Transaction History

Helen Stephens Group, LLC

$327 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 18, 2023	BUY	$19.89 - $20.01 $895 - $900	45 Added 0.18%	25,266 $504,000
Q4 2022 Feb 14, 2023	BUY	$19.8 - $19.98 $499,375 - $503,915	25,221 New	25,221 $503,000

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

967K
Shares

$19.4 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
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