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 |
|---|---|---|---|---|---|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
19,450
shares
|
$390,555
0.06% of portfolio
|
Q2 2024
Reduced 17.26%
|
|
|
Insight Inv LLC
El Segundo, CA |
Nov 14, 2024 Q3 2024 |
18,800
shares
|
$377,503
0.32% of portfolio
|
Q3 2024
Reduced 6.23%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
18,677
shares
|
$375,034
0.01% of portfolio
|
Q4 2023
Reduced 6.51%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
17,922
shares
|
$359,873
0.05% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
17,678
shares
|
$354,974
0.01% of portfolio
|
Q1 2020
Reduced 94.34%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Oct 31, 2024 Q3 2024 |
15,849
shares
|
$318,247
0.14% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
15,726
shares
|
$315,778
0.11% of portfolio
|
Q3 2024
Reduced 12.42%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
13,728
shares
|
$275,658
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
13,591
shares
|
$272,907
0.01% of portfolio
|
Q3 2024
Reduced 8.8%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
12,574
shares
|
$252,485
0.0% of portfolio
|
Q2 2024
Reduced 12.0%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
12,490
shares
|
$250,799
0.05% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
12,441
shares
|
$249,815
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
11,397
shares
|
$228,851
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
11,364
shares
|
$228,189
0.0% of portfolio
|
Q3 2024
Reduced 8.05%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,725
shares
|
$215,357
0.01% of portfolio
|
Q3 2024
Reduced 66.18%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
10,233
shares
|
$205,478
0.0% of portfolio
|
Q3 2024
Reduced 11.01%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
8,415
shares
|
$168,973
0.0% of portfolio
|
Q3 2024
Reduced 71.34%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
8,209
shares
|
$164,836
0.01% of portfolio
|
Q3 2024
Reduced 8.65%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
7,377
shares
|
$148,130
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
5,970
shares
|
$119,877
0.01% of portfolio
|
Q3 2024
Reduced 29.77%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
4,000
shares
|
$80,320
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,940
shares
|
$59,035
0.0% of portfolio
|
Q3 2024
Added 51.55%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
2,821
shares
|
$56,645
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
2,344
shares
|
$47,067
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
2,136
shares
|
$42,890
0.03% of portfolio
|
Q3 2024
Added 0.28%
|