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 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 17, 2024
Q2 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-3.5K- 7.14% |
$70.1K - $70.5K
|
45.5K
$915K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
14KNew |
$279K - $281K
|
14K
$281K
|
|
|
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
$5.27K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
10+ 0.81% |
$200 - $201
|
1.24K
$24.9K
|
|
|
Apr 17, 2024
Q1 2024
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-33.2K- 53.7% |
$664K - $667K
|
28.6K
$575K
|
|
| Q4 2023 | |||||||
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
179New |
$3.56K - $3.6K
|
179
$3.6K
|
|
|
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
|
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
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
4KNew |
$79.6K - $80.5K
|
4K
$80.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
7.19KNew |
$143K - $145K
|
7.19K
$145K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.3KNew |
$204K - $206K
|
10.3K
$206K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.85K- 10.78% |
$36.8K - $37.2K
|
15.3K
$307K
|
|
|
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
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-98- 5.26% |
$1.95K - $1.97K
|
1.77K
$35.5K
|
|
|
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
|
|
|
Jan 18, 2024
Q4 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
10.9KNew |
$217K - $220K
|
10.9K
$220K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.59K- 13.14% |
$31.6K - $32K
|
10.5K
$211K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
11.5KNew |
$229K - $231K
|
11.5K
$231K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.3K- 6.51% |
$25.9K - $26.2K
|
18.7K
$376K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-85.9K- 71.4% |
$1.71M - $1.72M
|
34.4K
$691K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.23K- 10.85% |
$124K - $125K
|
51.2K
$1.03M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-418- 1.69% |
$8.32K - $8.36K
|
24.4K
$490K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
551+ 1.93% |
$11K - $11K
|
29.1K
$585K
|
|
|
Oct 23, 2023
Q3 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
17.1K+ 4.55% |
$341K - $343K
|
394K
$7.93M
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.33K- 11.35% |
$26.5K - $26.6K
|
10.4K
$209K
|
|
|
Oct 16, 2023
Q3 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
5.78K+ 20.05% |
$115K - $116K
|
34.6K
$696K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
6+ 0.58% |
$119 - $120
|
1.04K
$20.8K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-300- 1.24% |
$5.97K - $6K
|
24K
$482K
|
|
|
Aug 01, 2023
Q2 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-500- 4.76% |
$9.95K - $10K
|
10K
$201K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.29K- 29.0% |
$105K - $106K
|
12.9K
$260K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-65.9K- 99.5% |
$1.31M - $1.32M
|
334
$6.72K
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
50KNew |
$995K - $1M
|
50K
$1.01M
|
|
| Q1 2023 | |||||||
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12.1KNew |
$241K - $243K
|
12.1K
$244K
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
10KNew |
$199K - $200K
|
10K
$201K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
18.1KNew |
$360K - $363K
|
18.1K
$364K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1KNew |
$19.9K - $20.1K
|
1K
$20.2K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.5KNew |
$209K - $210K
|
10.5K
$211K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.95K- 3.3% |
$38.8K - $39.1K
|
57.2K
$1.15M
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.95K- 11.99% |
$38.8K - $39.1K
|
14.3K
$288K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
23.7K+ 29.65% |
$472K - $475K
|
104K
$2.09M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
57.2KNew |
$1.14M - $1.14M
|
57.2K
$1.15M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-38K- 10.38% |
$756K - $761K
|
328K
$6.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-359- 2.5% |
$7.14K - $7.18K
|
14K
$282K
|
|