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 84 institutions that hold shares in the stock, with a total of 7.21 Million shares, which have been reported (via 13F filing form) to have a value of $145 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Naviter Wealth, LLC
|
Aug 01, 2024 Q2 2024 |
61,035
shares
|
$1.23 Million
0.18% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jul 12, 2024 Q2 2024 |
59,612
shares
|
$1.2 Million
0.42% of portfolio
|
Q2 2024
Added 0.6%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
58,457
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2024
Added 80.5%
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
57,209
shares
|
$1.15 Million
0.03% of portfolio
|
Q1 2023
New holding
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
55,811
shares
|
$1.12 Million
0.06% of portfolio
|
Q2 2024
Reduced 9.72%
|
|
Westside Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
50,000
shares
|
$1.01 Million
0.23% of portfolio
|
Q2 2023
New holding
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
47,569
shares
|
$957,088
0.0% of portfolio
|
Q2 2024
Added 13.88%
|
|
Mattern Wealth Management LLC
|
Jul 17, 2024 Q2 2024 |
47,304
shares
|
$951,756
0.24% of portfolio
|
Q2 2024
Reduced 24.08%
|
|
Mcdonald Partners LLC
|
Jul 17, 2024 Q2 2024 |
45,500
shares
|
$915,460
0.25% of portfolio
|
Q2 2024
Reduced 7.14%
|
|
Stephens Inc
|
Aug 06, 2024 Q2 2024 |
35,516
shares
|
$714,581
0.01% of portfolio
|
Q2 2023
New holding
|
|
Trust CO Of Oklahoma
|
Jul 23, 2024 Q2 2024 |
34,625
shares
|
$696,655
0.25% of portfolio
|
Q3 2023
Added 20.05%
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
33,495
shares
|
$673,919
0.16% of portfolio
|
Q4 2022
Added 22.66%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
33,139
shares
|
$666,756
0.0% of portfolio
|
Q2 2024
Reduced 21.34%
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
31,716
shares
|
$638,125
0.03% of portfolio
|
Q2 2024
Reduced 65.74%
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
31,625
shares
|
$636,295
0.01% of portfolio
|
Q2 2024
Reduced 1.4%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
29,366
shares
|
$590,843
0.01% of portfolio
|
Q2 2024
Reduced 1.67%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
29,056
shares
|
$584,606
0.0% of portfolio
|
Q2 2024
Added 0.92%
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2024 Q2 2024 |
27,204
shares
|
$547,344
0.04% of portfolio
|
Q2 2024
Added 1.96%
|
|
Chilton Capital Management LLC
Houston, TX |
Aug 01, 2024 Q2 2024 |
25,018
shares
|
$503,362
0.02% of portfolio
|
Q3 2022
New holding
|
|
Csenge Advisory Group
|
Jul 10, 2024 Q2 2024 |
25,000
shares
|
$503,000
0.03% of portfolio
|
Q2 2023
New holding
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
24,680
shares
|
$496,561
0.0% of portfolio
|
Q2 2024
Reduced 0.64%
|
|
Dynamic Advisor Solutions LLC
|
Jul 15, 2024 Q2 2024 |
24,201
shares
|
$486,924
0.02% of portfolio
|
Q2 2024
Reduced 2.32%
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2024 Q2 2024 |
22,742
shares
|
$457,569
0.08% of portfolio
|
Q1 2024
New holding
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
22,034
shares
|
$443,324
0.05% of portfolio
|
Q2 2024
Added 12.84%
|
|
One Plus One Wealth Management, LLC
|
Jul 22, 2024 Q2 2024 |
21,885
shares
|
$440,326
0.25% of portfolio
|
Q2 2024
Reduced 7.45%
|