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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
10.9KNew |
$217K - $220K
|
10.9K
$219K
|
|
|
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
$375K
|
|
| 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
$690K
|
|
|
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
$489K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
551+ 1.93% |
$11K - $11K
|
29.1K
$584K
|
|
|
Oct 23, 2023
Q3 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
17.1K+ 4.55% |
$341K - $343K
|
394K
$7.91M
|
|
|
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
$695K
|
|
|
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
$481K
|
|
|
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
$6.71K
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
50KNew |
$995K - $1M
|
50K
$1M
|
|
| Q1 2023 | |||||||
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12.1KNew |
$241K - $243K
|
12.1K
$243K
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
10KNew |
$199K - $200K
|
10K
$201K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1KNew |
$19.9K - $20.1K
|
1K
$20.1K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
18.1KNew |
$360K - $363K
|
18.1K
$364K
|
|
|
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 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.5KNew |
$209K - $210K
|
10.5K
$211K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.95K- 11.99% |
$38.8K - $39.1K
|
14.3K
$288K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-23.5K- 68.89% |
$467K - $469K
|
10.6K
$213K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
23.7K+ 29.65% |
$472K - $475K
|
104K
$2.08M
|
|
|
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
$6.59M
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-359- 2.5% |
$7.14K - $7.18K
|
14K
$281K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-100- 0.8% |
$1.99K - $2K
|
12.4K
$249K
|
|
|
Apr 18, 2023
Q1 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
45+ 0.18% |
$895 - $900
|
25.3K
$507K
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-2.04K- 12.25% |
$40.7K - $40.9K
|
14.6K
$294K
|
|
| Q4 2022 | |||||||
|
Oct 27, 2023
Q4 2022
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
10.2KNew |
$203K - $204K
|
10.2K
$205K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
188New |
$3.72K - $3.76K
|
188
$3.78K
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-4.23K- 21.58% |
$83.7K - $84.5K
|
15.4K
$308K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
3.45KNew |
$68.3K - $68.9K
|
3.45K
$69.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-12.5K- 96.12% |
$248K - $250K
|
505
$10.1K
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
42+ 0.39% |
$832 - $839
|
10.8K
$216K
|
|
|
Jan 20, 2023
Q4 2022
|
Hedeker Wealth, LLC
|
SELL
|
- |
-17.8K- 44.95% |
$353K - $356K
|
21.8K
$438K
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
16.7KNew |
$330K - $333K
|
16.7K
$335K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
6.19K+ 22.66% |
$123K - $124K
|
33.5K
$673K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
25KNew |
$496K - $501K
|
25K
$502K
|
|
|
Nov 14, 2022
Q3 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-11.3K- 48.68% |
$225K - $227K
|
12K
$240K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-17K- 77.87% |
$336K - $339K
|
4.82K
$96.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-22- 1.39% |
$436 - $440
|
1.56K
$31.4K
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
2.98K+ 44.16% |
$59K - $59.6K
|
9.73K
$195K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
2.34KNew |
$46.5K - $46.9K
|
2.34K
$47.1K
|
|
|
Oct 28, 2022
Q3 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
2.91K+ 21.03% |
$57.6K - $58.2K
|
16.7K
$336K
|
|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
188KNew |
$3.73M - $3.77M
|
188K
$3.78M
|
|
| Q2 2022 | |||||||
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
8.23KNew |
$164K - $165K
|
8.23K
$165K
|
|