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 |
|---|---|---|---|---|---|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
19,340
shares
|
$389,894
0.01% of portfolio
|
Q2 2025
Reduced 5.44%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
18,677
shares
|
$376,528
0.01% of portfolio
|
Q4 2023
Reduced 6.51%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
18,460
shares
|
$372,153
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
17,678
shares
|
$356,388
0.01% of portfolio
|
Q1 2020
Reduced 94.34%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
16,919
shares
|
$341,087
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jul 09, 2025 Q2 2025 |
16,145
shares
|
$325,483
0.09% of portfolio
|
Q2 2025
Reduced 68.96%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
16,127
shares
|
$325,120
0.0% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
16,107
shares
|
$324,717
0.03% of portfolio
|
Q1 2025
Added 15095.28%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
15,951
shares
|
$321,572
0.0% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
15,536
shares
|
$313,205
0.03% of portfolio
|
Q2 2025
Reduced 9.11%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
14,375
shares
|
$289,800
0.01% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jul 30, 2025 Q2 2025 |
14,036
shares
|
$282,965
0.1% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
13,915
shares
|
$280,526
0.0% of portfolio
|
Q2 2025
Added 47.16%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
13,548
shares
|
$273,127
0.02% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
13,185
shares
|
$265,809
0.06% of portfolio
|
Q2 2025
Reduced 13.02%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
12,574
shares
|
$253,491
0.0% of portfolio
|
Q2 2024
Reduced 12.0%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
12,500
shares
|
$252,000
0.0% of portfolio
|
Q1 2025
Added 25.0%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
12,401
shares
|
$250,004
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
12,163
shares
|
$245,206
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
12,000
shares
|
$241,920
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
11,788
shares
|
$237,646
0.0% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
10,913
shares
|
$220,006
0.04% of portfolio
|
Q2 2025
Added 5.61%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
10,301
shares
|
$207,668
0.0% of portfolio
|
Q2 2025
Reduced 7.58%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
10,184
shares
|
$205,309
0.01% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
10,139
shares
|
$204,402
0.06% of portfolio
|
Q2 2025
Reduced 35.53%
|