Morris Retirement Advisors, LLC First Tr ETF Iii Enhanced Shor Transaction History

Morris Retirement Advisors, LLC

$173 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 02, 2022	SELL	$20.13 - $20.17 $207,620 - $208,033	-10,314 Closed	0 $0
Q3 2021 Oct 28, 2021	BUY	$20.16 - $20.2 $207,930 - $208,342	10,314 New	10,314 $208,000

Others Institutions Holding FUMB

# of Institutions

84

Shares Held

7.21M

Call Options Held

0

Put Options Held

0

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

About FIRST TR ETF III ENHANCED SHOR

Ticker FUMB
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