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 |
|---|---|---|---|---|---|---|---|
|
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
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
510+ 1.9% |
$10.2K - $10.3K
|
27.3K
$549K
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
84.2K+ 297.68% |
$1.69M - $1.7M
|
112K
$2.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-6.59K- 16.32% |
$132K - $133K
|
33.8K
$679K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
8K+ 25.87% |
$161K - $161K
|
38.9K
$783K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.57K- 49.98% |
$31.4K - $31.6K
|
1.57K
$31.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.38KNew |
$27.7K - $27.8K
|
1.38K
$27.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
13.1K+ 3636.11% |
$263K - $264K
|
13.5K
$270K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-778- 2.31% |
$15.6K - $15.7K
|
32.9K
$662K
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-4.81K- 5.92% |
$96.5K - $97K
|
76.4K
$1.54M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.92K+ 8.51% |
$38.4K - $38.6K
|
24.4K
$491K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
2.29KNew |
$46K - $46.2K
|
2.29K
$46.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.21K- 23.53% |
$64.3K - $64.6K
|
10.4K
$209K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-112K- 41.26% |
$2.24M - $2.25M
|
159K
$3.19M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
7.01K+ 18.26% |
$141K - $141K
|
45.4K
$913K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
230+ 1.68% |
$4.61K - $4.63K
|
14K
$281K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
23.8K+ 222.17% |
$478K - $480K
|
34.6K
$695K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.11K+ 253.18% |
$42.3K - $42.5K
|
2.94K
$59.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
455New |
$9.12K - $9.17K
|
455
$9.15K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-386- 3.09% |
$7.74K - $7.78K
|
12.1K
$243K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
294New |
$5.89K - $5.92K
|
294
$5.91K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.55K+ 22.45% |
$111K - $112K
|
30.2K
$608K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
195KNew |
$3.91M - $3.93M
|
195K
$3.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-149- 1.77% |
$2.99K - $3K
|
8.27K
$166K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-249- 0.51% |
$4.99K - $5.02K
|
48.9K
$983K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-218- 1.92% |
$4.37K - $4.39K
|
11.1K
$224K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
391+ 3.43% |
$7.84K - $7.88K
|
11.8K
$237K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-165- 5.61% |
$3.31K - $3.32K
|
2.78K
$55.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-4.42K- 6.54% |
$88.6K - $89.1K
|
63.2K
$1.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
1K+ 3.57% |
$20.1K - $20.2K
|
29K
$583K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
687New |
$13.8K - $13.8K
|
687
$13.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
15.1K+ 6.85% |
$302K - $303K
|
235K
$4.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
12.2KNew |
$244K - $245K
|
12.2K
$245K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
15+ 0.7% |
$301 - $302
|
2.15K
$43.3K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
22.5KNew |
$451K - $453K
|
22.5K
$452K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-70.2K- 57.35% |
$1.41M - $1.42M
|
52.2K
$1.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
7.38KNew |
$148K - $149K
|
7.38K
$148K
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
12+ 0.79% |
$241 - $242
|
1.52K
$30.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
6.1K+ 17.16% |
$122K - $123K
|
41.6K
$837K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-50- 9.01% |
$1K - $1.01K
|
505
$10.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.23K- 12.42% |
$44.7K - $45K
|
15.7K
$316K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
257+ 0.16% |
$5.15K - $5.18K
|
156K
$3.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.13K+ 2.36% |
$22.6K - $22.7K
|
48.7K
$979K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.71K- 12.0% |
$34.3K - $34.5K
|
12.6K
$253K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
140New |
$2.8K - $2.82K
|
140
$2.82K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
5+ 0.73% |
$100 - $101
|
687
$13.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
186+ 1.12% |
$3.72K - $3.74K
|
16.8K
$337K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
25+ 1.47% |
$501 - $503
|
1.73K
$34.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.82KNew |
$56.5K - $56.8K
|
2.82K
$56.7K
|
|