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 86 institutions that hold shares in the stock, with a total of 7.66 Million shares, which have been reported (via 13F filing form) to have a value of $154 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1,194,740
shares
|
$24 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.12%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
786,225
shares
|
$15.8 Million
0.01% of portfolio
|
Q1 2024
Reduced 2.76%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
716,807
shares
|
$14.4 Million
0.13% of portfolio
|
Q1 2024
Added 74.77%
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
484,593
shares
|
$9.72 Million
0.03% of portfolio
|
Q1 2024
Added 7.88%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
483,698
shares
|
$9.7 Million
0.01% of portfolio
|
Q1 2024
Reduced 7.81%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
262,977
shares
|
$5.28 Million
0.01% of portfolio
|
Q1 2024
Added 16.36%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
228,289
shares
|
$4.58 Million
0.0% of portfolio
|
Q1 2024
Reduced 2.5%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
224,776
shares
|
$4.51 Million
0.01% of portfolio
|
Q1 2024
Reduced 11.11%
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Apr 19, 2024 Q1 2024 |
215,509
shares
|
$4.32 Million
2.98% of portfolio
|
Q1 2024
Added 2.23%
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2024 Q1 2024 |
213,322
shares
|
$4.28 Million
0.58% of portfolio
|
Q1 2024
Added 5.66%
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
170,257
shares
|
$3.42 Million
0.0% of portfolio
|
Q1 2024
Added 75.77%
|
|
Inspirion Wealth Advisors, LLC
|
Apr 12, 2024 Q1 2024 |
169,765
shares
|
$3.41 Million
0.56% of portfolio
|
Q1 2024
Reduced 4.23%
|
|
J.W. Cole Advisors, Inc.
|
Apr 30, 2024 Q1 2024 |
132,493
shares
|
$2.66 Million
0.14% of portfolio
|
Q1 2024
Reduced 4.36%
|
|
James Investment Research Inc
|
May 01, 2024 Q1 2024 |
126,676
shares
|
$2.54 Million
0.31% of portfolio
|
Q1 2024
Added 101.15%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
113,895
shares
|
$2.28 Million
0.02% of portfolio
|
Q1 2024
Reduced 7.04%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
110,845
shares
|
$2.22 Million
0.0% of portfolio
|
Q1 2024
Reduced 53.73%
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
103,692
shares
|
$2.08 Million
0.37% of portfolio
|
Q1 2023
Added 29.65%
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 13, 2024 Q1 2024 |
93,128
shares
|
$1.87 Million
0.17% of portfolio
|
Q1 2024
Reduced 5.54%
|
|
Flow Traders U.S. LLC
New York, NY |
May 15, 2024 Q1 2024 |
92,575
shares
|
$1.86 Million
0.1% of portfolio
|
Q1 2024
Added 198.23%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
91,919
shares
|
$1.84 Million
0.01% of portfolio
|
Q1 2024
Reduced 4.38%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
85,974
shares
|
$1.72 Million
0.0% of portfolio
|
Q1 2024
Added 116.46%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
71,446
shares
|
$1.43 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
65,000
shares
|
$1.3 Million
0.0% of portfolio
|
Q1 2024
Reduced 41.63%
|
|
Mattern Wealth Management LLC
|
May 13, 2024 Q1 2024 |
62,304
shares
|
$1.25 Million
0.31% of portfolio
|
Q1 2024
Reduced 22.41%
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2024 Q1 2024 |
62,153
shares
|
$1.25 Million
0.04% of portfolio
|
Q1 2024
Added 203.11%
|