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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
11.5KNew |
$229K - $231K
|
11.5K
$231K
|
|
|
Jan 18, 2024
Q4 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
10.9KNew |
$217K - $220K
|
10.9K
$219K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.3KNew |
$204K - $206K
|
10.3K
$206K
|
|
|
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 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.57KNew |
$51.2K - $51.8K
|
2.57K
$51.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
502+ 5.2% |
$9.99K - $10.1K
|
10.2K
$204K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
31+ 0.02% |
$617 - $624
|
133K
$2.68M
|
|
| Q3 2023 | |||||||
|
Oct 23, 2023
Q3 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
17.1K+ 4.55% |
$341K - $343K
|
394K
$7.91M
|
|
|
Oct 16, 2023
Q3 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
5.78K+ 20.05% |
$115K - $116K
|
34.6K
$695K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
551+ 1.93% |
$11K - $11K
|
29.1K
$584K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
6+ 0.58% |
$119 - $120
|
1.04K
$20.8K
|
|
| Q2 2023 | |||||||
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
50KNew |
$995K - $1M
|
50K
$1M
|
|
| Q1 2023 | |||||||
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
57.2KNew |
$1.14M - $1.14M
|
57.2K
$1.15M
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
23.7K+ 29.65% |
$472K - $475K
|
104K
$2.08M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
18.1KNew |
$360K - $363K
|
18.1K
$364K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12.1KNew |
$241K - $243K
|
12.1K
$243K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.5KNew |
$209K - $210K
|
10.5K
$211K
|
|
|
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
|
|
|
Apr 18, 2023
Q1 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
45+ 0.18% |
$895 - $900
|
25.3K
$507K
|
|
| Q4 2022 | |||||||
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
16.7KNew |
$330K - $333K
|
16.7K
$335K
|
|
|
Oct 27, 2023
Q4 2022
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
10.2KNew |
$203K - $204K
|
10.2K
$205K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
6.19K+ 22.66% |
$123K - $124K
|
33.5K
$673K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
3.45KNew |
$68.3K - $68.9K
|
3.45K
$69.2K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
188New |
$3.72K - $3.76K
|
188
$3.78K
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
42+ 0.39% |
$832 - $839
|
10.8K
$216K
|
|
| Q3 2022 | |||||||
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
188KNew |
$3.73M - $3.77M
|
188K
$3.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
25KNew |
$496K - $501K
|
25K
$502K
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
2.98K+ 44.16% |
$59K - $59.6K
|
9.73K
$195K
|
|
|
Oct 28, 2022
Q3 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
2.91K+ 21.03% |
$57.6K - $58.2K
|
16.7K
$336K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
2.34KNew |
$46.5K - $46.9K
|
2.34K
$47.1K
|
|
| Q2 2022 | |||||||
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
18.3KNew |
$364K - $366K
|
18.3K
$367K
|
|
|
Jul 19, 2022
Q2 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
14.4KNew |
$286K - $287K
|
14.4K
$288K
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
8.23KNew |
$164K - $165K
|
8.23K
$165K
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
83New |
$1.65K - $1.66K
|
83
$1.67K
|
|
| Q1 2022 | |||||||
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
25.8KNew |
$514K - $519K
|
25.8K
$517K
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
11.2KNew |
$224K - $226K
|
11.2K
$225K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
75New |
$1.51K - $1.52K
|
75
$1.51K
|
|
| Q4 2020 | |||||||
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
23.2KNew |
$467K - $469K
|
23.2K
$466K
|
|