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 |
|---|---|---|---|---|---|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
9,952
shares
|
$200,632
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
4,512
shares
|
$90,961
0.0% of portfolio
|
Q2 2025
Reduced 45.41%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
4,143
shares
|
$83,522
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
4,000
shares
|
$80,640
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
2,894
shares
|
$58,343
0.02% of portfolio
|
Q2 2025
Reduced 31.16%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
2,821
shares
|
$56,871
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
2,775
shares
|
$55,944
0.0% of portfolio
|
Q4 2024
Reduced 5.61%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
2,344
shares
|
$47,255
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
2,294
shares
|
$46,247
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,763
shares
|
$35,542
0.0% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
1,588
shares
|
$32,014
0.0% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
1,436
shares
|
$28,949
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
1,381
shares
|
$27,840
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
1,268
shares
|
$25,562
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
1,011
shares
|
$20,381
0.0% of portfolio
|
Q2 2024
Reduced 33.09%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
687
shares
|
$13,849
0.01% of portfolio
|
Q2 2024
Added 0.73%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
687
shares
|
$13,849
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
505
shares
|
$10,180
0.0% of portfolio
|
Q3 2024
Reduced 9.01%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
294
shares
|
$5,927
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
262
shares
|
$5,281
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
179
shares
|
$3,608
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|