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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
9.37K+ 7.24% |
$188K - $189K
|
139K
$2.78M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.67K- 8.53% |
$134K - $134K
|
71.5K
$1.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-25.3K- 33.16% |
$507K - $510K
|
51K
$1.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-68- 0.49% |
$1.36K - $1.37K
|
13.9K
$280K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
16.2KNew |
$326K - $327K
|
16.2K
$326K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
510+ 1.9% |
$10.2K - $10.3K
|
27.3K
$548K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-6.59K- 16.32% |
$132K - $133K
|
33.8K
$678K
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
84.2K+ 297.68% |
$1.69M - $1.7M
|
112K
$2.26M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
8K+ 25.87% |
$161K - $161K
|
38.9K
$781K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.57K- 49.98% |
$31.4K - $31.6K
|
1.57K
$31.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
13.1K+ 3636.11% |
$263K - $264K
|
13.5K
$270K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
10.3KNew |
$207K - $208K
|
10.3K
$207K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.38KNew |
$27.7K - $27.8K
|
1.38K
$27.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-778- 2.31% |
$15.6K - $15.7K
|
32.9K
$660K
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-4.81K- 5.92% |
$96.5K - $97K
|
76.4K
$1.53M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.92K+ 8.51% |
$38.4K - $38.6K
|
24.4K
$490K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.22K+ 34.27% |
$105K - $105K
|
20.5K
$410K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-8.02K- 65.6% |
$161K - $162K
|
4.2K
$84.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
13.1K+ 4.9% |
$264K - $265K
|
282K
$5.65M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
2.29KNew |
$46K - $46.2K
|
2.29K
$46K
|
|
|
Apr 14, 2025
Q1 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
15.6KNew |
$313K - $314K
|
15.6K
$313K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.21K- 23.53% |
$64.3K - $64.6K
|
10.4K
$209K
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-9.68K- 9.98% |
$194K - $195K
|
87.3K
$1.75M
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.11K+ 253.18% |
$42.3K - $42.5K
|
2.94K
$59K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10KNew |
$201K - $202K
|
10K
$201K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
23.8K+ 222.17% |
$478K - $480K
|
34.6K
$693K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
230+ 1.68% |
$4.61K - $4.63K
|
14K
$280K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.07K- 0.92% |
$41.5K - $41.7K
|
222K
$4.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-201K- 18.85% |
$4.02M - $4.04M
|
864K
$17.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-31.5K- 45.9% |
$633K - $636K
|
37.2K
$746K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
70.7K+ 185.79% |
$1.42M - $1.42M
|
109K
$2.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-3.23K- 12.65% |
$64.7K - $65.1K
|
22.3K
$447K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
3.01K+ 9.42% |
$60.4K - $60.7K
|
35K
$702K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-386- 3.09% |
$7.74K - $7.78K
|
12.1K
$243K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
455New |
$9.12K - $9.17K
|
455
$9.13K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-798- 4.45% |
$16K - $16.1K
|
17.1K
$344K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.06K- 68.06% |
$81.5K - $81.9K
|
1.91K
$38.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
21.5K+ 4.16% |
$430K - $433K
|
537K
$10.8M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
61.5K+ 10.06% |
$1.23M - $1.24M
|
673K
$13.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.75K+ 26.89% |
$55.2K - $55.5K
|
13K
$260K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
20.8K+ 23.84% |
$417K - $419K
|
108K
$2.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.61K+ 5.84% |
$32.3K - $32.5K
|
29.2K
$586K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.76K- 13.48% |
$156K - $156K
|
49.8K
$999K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.51K- 2.06% |
$90.4K - $90.9K
|
215K
$4.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-7.1K- 22.58% |
$142K - $143K
|
24.4K
$488K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
294New |
$5.89K - $5.92K
|
294
$5.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
43.6K+ 36.02% |
$873K - $878K
|
165K
$3.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-75- 60.0% |
$1.5K - $1.51K
|
50
$1K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-83.2K- 8.6% |
$1.67M - $1.68M
|
884K
$17.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-31.3K- 43.55% |
$627K - $630K
|
40.5K
$813K
|
|