Householder Group Estate & Retirement Specialist, LLC First Tr ETF Iii Enhanced Shor Transaction History

Householder Group Estate & Retirement Specialist, LLC

$356 Million
Q2 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	BUY	$20.02 - $20.12 $200 - $201	10 Added 0.81%	1,237 $24,000
Q4 2023 Jan 23, 2024	BUY	$19.9 - $20.12 $1,313 - $1,327	66 Added 5.68%	1,227 $24,000
Q3 2023 Oct 10, 2023	BUY	$19.91 - $20.0 $258 - $260	13 Added 1.13%	1,161 $23,000
Q1 2023 Apr 13, 2023	BUY	$19.89 - $20.01 $22,833 - $22,971	1,148 New	1,148 $23,000

Others Institutions Holding FUMB

# of Institutions

Shares Held

7.21M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.11M
Shares

$22.3 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

249K
Shares

$5.02 Million
2.94% of portfolio

View Full List

About FIRST TR ETF III ENHANCED SHOR

Ticker FUMB
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