Institutional Ownership First Tr ETF Iii Enhanced Shor (FUMB)
This table provides information about the institutional ownership of First Tr ETF Iii Enhanced Shor (FUMB). We have compiled data on the 83 institutions that hold shares in the stock, with a total of 7.15 Million shares, which have been reported (via 13F filing form) to have a value of $143 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,064,723
shares
|
$21.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
966,711
shares
|
$19.4 Million
0.01% of portfolio
|
Q3 2024
Added 11.13%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
611,358
shares
|
$12.3 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
515,952
shares
|
$10.4 Million
0.03% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Oct 22, 2024 Q3 2024 |
273,196
shares
|
$5.49 Million
3.26% of portfolio
|
Q3 2024
Added 9.7%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
224,270
shares
|
$4.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 30, 2024 Q3 2024 |
219,892
shares
|
$4.42 Million
0.57% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
219,355
shares
|
$4.4 Million
0.0% of portfolio
|
Q3 2024
Added 52.58%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
216,820
shares
|
$4.35 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
187,131
shares
|
$3.76 Million
0.02% of portfolio
|
Q3 2024
Added 19.67%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
157,911
shares
|
$3.17 Million
0.01% of portfolio
|
Q3 2024
Reduced 23.4%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
156,396
shares
|
$3.14 Million
0.0% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
138,779
shares
|
$2.79 Million
0.12% of portfolio
|
Q3 2024
Added 5.93%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
120,939
shares
|
$2.43 Million
0.0% of portfolio
|
Q3 2024
Added 14.8%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
114,009
shares
|
$2.29 Million
0.27% of portfolio
|
Q2 2024
Reduced 10.0%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
103,692
shares
|
$2.08 Million
0.37% of portfolio
|
Q1 2023
Added 29.65%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
96,936
shares
|
$1.95 Million
0.27% of portfolio
|
Q3 2024
Reduced 38.2%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
87,164
shares
|
$1.75 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
71,826
shares
|
$1.44 Million
0.09% of portfolio
|
Q3 2024
Reduced 15.83%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
68,728
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2024
Reduced 19.11%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
67,636
shares
|
$1.36 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
66,868
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2024
Added 14.39%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
66,111
shares
|
$1.33 Million
0.01% of portfolio
|
Q3 2024
Reduced 22.34%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Nov 01, 2024 Q3 2024 |
59,999
shares
|
$1.2 Million
0.4% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
59,343
shares
|
$1.19 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.35%
|