Latest Institutional Purchases of First Tr ETF Iii Enhanced Shor (FUMB)
This list provides information on the latest institutional transactions involving First Tr ETF Iii Enhanced Shor (FUMB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
408K+ 247.8% |
$8.18M - $8.22M
|
572K
$11.5M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
154K+ 414.71% |
$3.09M - $3.11M
|
191K
$3.85M
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
116K+ 75.31% |
$2.33M - $2.34M
|
270K
$5.43M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
109K+ 49.1% |
$2.19M - $2.2M
|
331K
$6.66M
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
84.2K+ 297.68% |
$1.69M - $1.7M
|
112K
$2.26M
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
23.7KNew |
$477K - $479K
|
23.7K
$477K
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
22.7KNew |
$456K - $458K
|
22.7K
$457K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
16.2KNew |
$326K - $327K
|
16.2K
$326K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16K+ 12.65% |
$322K - $323K
|
143K
$2.87M
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
16K+ 15095.28% |
$321K - $323K
|
16.1K
$324K
|
|
Apr 14, 2025
Q1 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
15.6KNew |
$313K - $314K
|
15.6K
$313K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14K+ 28.09% |
$281K - $282K
|
63.8K
$1.28M
|
|
Apr 15, 2025
Q1 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
13.1K+ 4.9% |
$264K - $265K
|
282K
$5.66M
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
13.1K+ 3636.11% |
$263K - $264K
|
13.5K
$270K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.8KNew |
$217K - $218K
|
10.8K
$218K
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
10.3KNew |
$207K - $208K
|
10.3K
$208K
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
9.37K+ 7.24% |
$188K - $189K
|
139K
$2.79M
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
8K+ 25.87% |
$161K - $161K
|
38.9K
$782K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.12KNew |
$143K - $144K
|
7.12K
$143K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.84K+ 215.73% |
$117K - $118K
|
8.55K
$172K
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.22K+ 38.78% |
$105K - $105K
|
18.7K
$376K
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.22K+ 34.27% |
$105K - $105K
|
20.5K
$411K
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
4.26K+ 12.18% |
$85.6K - $85.9K
|
39.3K
$789K
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.58KNew |
$71.8K - $72.1K
|
3.58K
$71.9K
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.53K+ 27.21% |
$70.9K - $71.2K
|
16.5K
$332K
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.5K+ 25.0% |
$50.2K - $50.4K
|
12.5K
$251K
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
2.29KNew |
$46K - $46.2K
|
2.29K
$46.1K
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.19K+ 7.51% |
$44K - $44.2K
|
31.4K
$632K
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.92K+ 8.51% |
$38.4K - $38.6K
|
24.4K
$491K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.81K+ 3.27% |
$36.2K - $36.4K
|
57K
$1.15M
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.38KNew |
$27.7K - $27.8K
|
1.38K
$27.8K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
590+ 1180.0% |
$11.8K - $11.9K
|
640
$12.9K
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
510+ 1.9% |
$10.2K - $10.3K
|
27.3K
$549K
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
500+ 2.75% |
$10K - $10.1K
|
18.7K
$376K
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
386+ 0.75% |
$7.75K - $7.78K
|
52K
$1.05M
|
|
Q4 2024 | |||||||
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
195KNew |
$3.91M - $3.93M
|
195K
$3.92M
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
23.8K+ 222.17% |
$478K - $480K
|
34.6K
$695K
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
22.5KNew |
$451K - $453K
|
22.5K
$452K
|
|
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
$244K
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.55K+ 22.45% |
$111K - $112K
|
30.2K
$608K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.11K+ 253.18% |
$42.3K - $42.5K
|
2.94K
$59.1K
|
|
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
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
455New |
$9.12K - $9.17K
|
455
$9.15K
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
391+ 3.43% |
$7.84K - $7.88K
|
11.8K
$237K
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
294New |
$5.89K - $5.92K
|
294
$5.91K
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
230+ 1.68% |
$4.61K - $4.63K
|
14K
$281K
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
15+ 0.7% |
$301 - $302
|
2.15K
$43.2K
|
|
Q3 2024 | |||||||
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
7.38KNew |
$148K - $149K
|
7.38K
$148K
|