Naples Global Advisors, LLC First Tr ETF Iii Enhanced Shor Transaction History

Naples Global Advisors, LLC

$1.06 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 11, 2024	BUY	$19.9 - $20.12 $228,849 - $231,380	11,500 New	11,500 $230,000

Others Institutions Holding FUMB

# of Institutions

83

Shares Held

7.15M

Call Options Held

0

Put Options Held

0

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

About FIRST TR ETF III ENHANCED SHOR

Ticker FUMB
Sector ETFs
Industry ETFs

More about FUMB

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