Ifp Advisors, Inc First Tr ETF Iii Enhanced Shor Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

A detailed history of Ifp Advisors, Inc transactions in First Tr ETF Iii Enhanced Shor stock. As of the latest transaction made, Ifp Advisors, Inc holds 2,821 shares of FUMB stock, worth $56,673. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,821

Holding current value

$56,673

% of portfolio

0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$20.02 - $20.13 $56,476 - $56,786	2,821 New	2,821 $56,000
Q4 2022 Feb 07, 2023	SELL	$19.8 - $19.98 $43,936 - $44,335	-2,219 Reduced 59.67%	1,500 $30,000
Q2 2022 Sep 06, 2022	BUY	$19.9 - $20.0 $74,008 - $74,380	3,719 New	3,719 $74,000
Q2 2022 Aug 12, 2022	SELL	$19.9 - $20.0 $74,008 - $74,380	-3,719 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$19.96 - $20.15 $44,291 - $44,712	2,219 Added 147.93%	3,719 $74,000
Q4 2020 Jan 25, 2021	BUY	$20.11 - $20.19 $30,165 - $30,285	1,500 New	1,500 $30,000

Others Institutions Holding FUMB

# of Institutions

Shares Held

7.08M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.06M
Shares

$21.4 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

611K
Shares

$12.3 Million
0.08% of portfolio
Rockefeller Capital Management L.P. New York, NY

516K
Shares

$10.4 Million
0.03% of portfolio
Mainsail Financial Group, LLC Bellevue, WA

273K
Shares

$5.49 Million
3.26% of portfolio

View Full List

About FIRST TR ETF III ENHANCED SHOR

Ticker FUMB
Sector ETFs
Industry ETFs

More about FUMB

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