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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
24.2K+ 9.7% |
$484K - $487K
|
273K
$5.49M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-50- 9.01% |
$1K - $1.01K
|
505
$10.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.23K- 12.42% |
$44.7K - $45K
|
15.7K
$316K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
6+ 0.28% |
$120 - $121
|
2.14K
$42.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
257+ 0.16% |
$5.15K - $5.18K
|
156K
$3.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.13K+ 2.36% |
$22.6K - $22.7K
|
48.7K
$978K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.69K- 2.99% |
$134K - $135K
|
217K
$4.35M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1K+ 51.55% |
$20.1K - $20.2K
|
2.94K
$59K
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-25.1K- 41.06% |
$502K - $505K
|
36K
$722K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.31K- 8.8% |
$26.3K - $26.5K
|
13.6K
$273K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.53K- 29.77% |
$50.7K - $51.1K
|
5.97K
$120K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.87K+ 15.99% |
$77.6K - $78.1K
|
28.1K
$564K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
15.3K+ 153.47% |
$307K - $309K
|
25.3K
$508K
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-59.9K- 38.2% |
$1.2M - $1.21M
|
96.9K
$1.95M
|
|
| 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
$252K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
140New |
$2.8K - $2.82K
|
140
$2.81K
|
|
|
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
$336K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
25+ 1.47% |
$501 - $503
|
1.73K
$34.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.82KNew |
$56.5K - $56.8K
|
2.82K
$56.6K
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
SELL
|
- |
-12.7K- 10.0% |
$254K - $255K
|
114K
$2.29M
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
646New |
$12.9K - $13K
|
646
$13K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-500- 33.09% |
$10K - $10.1K
|
1.01K
$20.3K
|
|
|
Jul 22, 2024
Q2 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-1.76K- 7.45% |
$35.3K - $35.5K
|
21.9K
$439K
|
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-15K- 24.08% |
$300K - $302K
|
47.3K
$950K
|
|
|
Jul 17, 2024
Q2 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-3.5K- 7.14% |
$70.1K - $70.5K
|
45.5K
$914K
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-4.06K- 17.26% |
$81.2K - $81.7K
|
19.5K
$391K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
8.63KNew |
$173K - $174K
|
8.63K
$173K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.2K+ 10.92% |
$24K - $24.1K
|
12.2K
$244K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
14KNew |
$279K - $281K
|
14K
$280K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
22.7KNew |
$455K - $458K
|
22.7K
$457K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.3KNew |
$426K - $428K
|
21.3K
$427K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-188Closed |
$3.76K - $3.78K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20.3K+ 58.7% |
$406K - $408K
|
54.9K
$1.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.2KNew |
$204K - $205K
|
10.2K
$205K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
262New |
$5.25K - $5.27K
|
262
$5.26K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
10+ 0.81% |
$200 - $201
|
1.24K
$24.8K
|
|
|
Apr 17, 2024
Q1 2024
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-33.2K- 53.7% |
$664K - $667K
|
28.6K
$574K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.44K- 10.43% |
$28.7K - $29K
|
12.4K
$249K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
17.5KNew |
$348K - $352K
|
17.5K
$351K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.57KNew |
$51.2K - $51.8K
|
2.57K
$51.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
31+ 0.02% |
$617 - $624
|
133K
$2.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
7.19KNew |
$143K - $145K
|
7.19K
$144K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
4KNew |
$79.6K - $80.5K
|
4K
$80.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.3KNew |
$204K - $206K
|
10.3K
$206K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-98- 5.26% |
$1.95K - $1.97K
|
1.77K
$35.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-46.2K- 39.11% |
$920K - $930K
|
72K
$1.45M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.85K- 10.78% |
$36.8K - $37.2K
|
15.3K
$307K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3K- 19.42% |
$59.7K - $60.4K
|
12.4K
$250K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
502+ 5.2% |
$9.99K - $10.1K
|
10.2K
$204K
|
|