Latest Institutional Transactions on First Tr ETF Iii Enhanced Shor (FUMB)
This table provides information on the latest institutional transactions involving First Tr ETF Iii Enhanced Shor (FUMB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
103K+ 636.1% |
$2.07M - $2.08M
|
120K
$2.4M
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
9.95KNew |
$199K - $201K
|
9.95K
$200K
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
3.08K+ 1.09% |
$61.6K - $62.1K
|
285K
$5.72M
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
482KNew |
$9.64M - $9.7M
|
482K
$9.68M
|
|
Jul 16, 2025
Q2 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
14.4K+ 92.53% |
$289K - $291K
|
30K
$604K
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
580+ 5.61% |
$11.6K - $11.7K
|
10.9K
$219K
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
2K+ 10.7% |
$40K - $40.3K
|
20.7K
$416K
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.31K- 31.16% |
$26.2K - $26.4K
|
2.89K
$58.2K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18.5KNew |
$369K - $372K
|
18.5K
$371K
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-12.9K- 14.78% |
$258K - $260K
|
74.4K
$1.5M
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.11K- 5.44% |
$22.3K - $22.4K
|
19.3K
$389K
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-35.9K- 68.96% |
$718K - $723K
|
16.1K
$325K
|
|
Q1 2025 | |||||||
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.12KNew |
$143K - $144K
|
7.12K
$143K
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
4.26K+ 12.18% |
$85.6K - $85.9K
|
39.3K
$789K
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.5K+ 25.0% |
$50.2K - $50.4K
|
12.5K
$251K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
109K+ 49.1% |
$2.19M - $2.2M
|
331K
$6.66M
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-31- 0.18% |
$622 - $625
|
17.1K
$344K
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
22.7KNew |
$456K - $458K
|
22.7K
$457K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.8KNew |
$217K - $218K
|
10.8K
$218K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-17.7K- 2.63% |
$356K - $357K
|
655K
$13.2M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-168K- 19.4% |
$3.36M - $3.38M
|
696K
$14M
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-422K- 78.61% |
$8.48M - $8.52M
|
115K
$2.31M
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
16K+ 15095.28% |
$321K - $323K
|
16.1K
$324K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-187K- 56.02% |
$3.75M - $3.76M
|
147K
$2.95M
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.58KNew |
$71.8K - $72.1K
|
3.58K
$71.9K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
590+ 1180.0% |
$11.8K - $11.9K
|
640
$12.9K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-12.8K- 57.58% |
$258K - $259K
|
9.46K
$190K
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.19K+ 7.51% |
$44K - $44.2K
|
31.4K
$632K
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.53K+ 27.21% |
$70.9K - $71.2K
|
16.5K
$332K
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-92.1K- 84.7% |
$1.85M - $1.86M
|
16.6K
$335K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.91KClosed |
$38.3K - $38.4K
|
0
$0
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
408K+ 247.8% |
$8.18M - $8.22M
|
572K
$11.5M
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-8K- 32.85% |
$161K - $161K
|
16.4K
$329K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-7.76K- 3.07% |
$156K - $156K
|
245K
$4.92M
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
23.7KNew |
$477K - $479K
|
23.7K
$478K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
154K+ 414.71% |
$3.09M - $3.11M
|
191K
$3.85M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-17.1K- 15.88% |
$344K - $346K
|
90.8K
$1.83M
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-11.5K- 45.7% |
$231K - $232K
|
13.7K
$276K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-49.5K- 23.04% |
$994K - $998K
|
165K
$3.32M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.54K- 0.69% |
$30.8K - $31K
|
221K
$4.44M
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-73- 0.48% |
$1.47K - $1.47K
|
15.2K
$305K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.84K+ 215.73% |
$117K - $118K
|
8.55K
$172K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-131K- 14.83% |
$2.63M - $2.64M
|
753K
$15.1M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14K+ 28.09% |
$281K - $282K
|
63.8K
$1.28M
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-1.3K- 8.68% |
$26K - $26.1K
|
13.6K
$274K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16K+ 12.65% |
$322K - $323K
|
143K
$2.87M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.22K+ 38.78% |
$105K - $105K
|
18.7K
$376K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.81K+ 3.27% |
$36.2K - $36.4K
|
57K
$1.15M
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
9.37K+ 7.24% |
$188K - $189K
|
139K
$2.79M
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.67K- 8.53% |
$134K - $134K
|
71.5K
$1.44M
|