Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-201K- 18.85% |
$4.02M - $4.04M
|
864K
$17.4M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-83.2K- 8.6% |
$1.67M - $1.68M
|
884K
$17.8M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-31.5K- 45.9% |
$633K - $636K
|
37.2K
$748K
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-31.3K- 43.55% |
$627K - $630K
|
40.5K
$815K
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-12.8K- 45.73% |
$257K - $259K
|
15.2K
$306K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-11.9K- 8.59% |
$239K - $240K
|
127K
$2.55M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.9K- 16.47% |
$218K - $219K
|
55.2K
$1.11M
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-8.37K- 13.94% |
$168K - $169K
|
51.6K
$1.04M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.76K- 13.48% |
$156K - $156K
|
49.8K
$1M
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-7.14K- 24.09% |
$143K - $144K
|
22.5K
$453K
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-7.1K- 22.58% |
$142K - $143K
|
24.4K
$490K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.5K- 67.01% |
$110K - $111K
|
2.71K
$54.5K
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-4.83K- 1.77% |
$96.8K - $97.3K
|
268K
$5.4M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.51K- 2.06% |
$90.4K - $90.9K
|
215K
$4.32M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-4.42K- 6.54% |
$88.6K - $89.1K
|
63.2K
$1.27M
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.06K- 68.06% |
$81.5K - $81.9K
|
1.91K
$38.3K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.73K- 2.36% |
$74.8K - $75.1K
|
154K
$3.1M
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-3.23K- 12.65% |
$64.7K - $65.1K
|
22.3K
$448K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.07K- 0.92% |
$41.5K - $41.7K
|
222K
$4.47M
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.33K- 2.82% |
$26.7K - $26.9K
|
46K
$924K
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.25K- 6.43% |
$25.1K - $25.2K
|
18.2K
$366K
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-903- 5.7% |
$18.1K - $18.2K
|
14.9K
$301K
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-798- 4.45% |
$16K - $16.1K
|
17.1K
$344K
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-386- 3.09% |
$7.74K - $7.78K
|
12.1K
$243K
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-249- 0.51% |
$4.99K - $5.02K
|
48.9K
$983K
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-218- 1.92% |
$4.37K - $4.39K
|
11.1K
$224K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-165- 5.61% |
$3.31K - $3.32K
|
2.78K
$55.8K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-149- 1.77% |
$2.99K - $3K
|
8.27K
$166K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-75- 60.0% |
$1.5K - $1.51K
|
50
$1.01K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-70.2K- 57.35% |
$1.41M - $1.42M
|
52.2K
$1.05M
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-59.9K- 38.2% |
$1.2M - $1.21M
|
96.9K
$1.95M
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.23K- 12.42% |
$44.7K - $45K
|
15.7K
$316K
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-50- 9.01% |
$1K - $1.01K
|
505
$10.2K
|
|
Q2 2024 | |||||||
Jul 17, 2024
Q2 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-3.5K- 7.14% |
$70.1K - $70.5K
|
45.5K
$915K
|
|
Jul 22, 2024
Q2 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-1.76K- 7.45% |
$35.3K - $35.5K
|
21.9K
$440K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.71K- 12.0% |
$34.3K - $34.5K
|
12.6K
$253K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-500- 33.09% |
$10K - $10.1K
|
1.01K
$20.3K
|
|
Q1 2024 | |||||||
Apr 17, 2024
Q1 2024
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-33.2K- 53.7% |
$664K - $667K
|
28.6K
$575K
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-188Closed |
$3.76K - $3.78K
|
0
$0
|
|
Q4 2023 | |||||||
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-46.2K- 39.11% |
$920K - $930K
|
72K
$1.45M
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3K- 19.42% |
$59.7K - $60.4K
|
12.4K
$250K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.85K- 10.78% |
$36.8K - $37.2K
|
15.3K
$307K
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.59K- 13.14% |
$31.6K - $32K
|
10.5K
$211K
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.44K- 10.43% |
$28.7K - $29K
|
12.4K
$249K
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.3K- 6.51% |
$25.9K - $26.2K
|
18.7K
$376K
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-98- 5.26% |
$1.95K - $1.97K
|
1.77K
$35.5K
|
|
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
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.33K- 11.35% |
$26.5K - $26.6K
|
10.4K
$209K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-418- 1.69% |
$8.32K - $8.36K
|
24.4K
$490K
|