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 97 institutions that hold shares in the stock, with a total of 7.77 Million shares, which have been reported (via 13F filing form) to have a value of $157 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
66,304
shares
|
$1.34 Million
0.04% of portfolio
|
Q2 2025
Reduced 7.32%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Jul 22, 2025 Q2 2025 |
65,724
shares
|
$1.32 Million
0.51% of portfolio
|
Q2 2025
Reduced 13.95%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
63,215
shares
|
$1.27 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.54%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
57,209
shares
|
$1.15 Million
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
56,807
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2025
Added 11.46%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
50,894
shares
|
$1.03 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.76%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
48,901
shares
|
$985,844
0.03% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
48,694
shares
|
$981,671
0.0% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
46,097
shares
|
$929,315
0.03% of portfolio
|
Q2 2025
Added 439.15%
|
|
|
Mcdonald Partners LLC
|
Aug 12, 2025 Q2 2025 |
43,500
shares
|
$876,960
0.22% of portfolio
|
Q2 2025
Reduced 4.4%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
41,926
shares
|
$845,228
0.22% of portfolio
|
Q2 2025
Added 7.71%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
41,611
shares
|
$838,877
0.01% of portfolio
|
Q3 2024
Added 17.16%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
41,000
shares
|
$826,560
0.04% of portfolio
|
Q2 2025
Added 41.38%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
40,000
shares
|
$806,400
0.15% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
39,703
shares
|
$800,412
0.0% of portfolio
|
Q2 2025
Added 62.6%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
39,187
shares
|
$790,009
0.02% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
36,955
shares
|
$745,012
0.02% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
33,495
shares
|
$675,259
0.16% of portfolio
|
Q4 2022
Added 22.66%
|
|
|
One Plus One Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
30,011
shares
|
$605,021
0.45% of portfolio
|
Q2 2025
Added 92.53%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
29,321
shares
|
$591,111
0.05% of portfolio
|
Q2 2025
Added 7.36%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Jul 29, 2025 Q2 2025 |
23,926
shares
|
$482,348
0.2% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
22,500
shares
|
$453,600
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
21,963
shares
|
$442,774
0.01% of portfolio
|
Q2 2025
Added 514.35%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
21,735
shares
|
$438,177
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
20,700
shares
|
$417,312
0.06% of portfolio
|
Q2 2025
Added 10.7%
|