Purchases and Sales Made in Q1 2023 in First Tr ETF Iii Enhanced Shor (FUMB)
This table provides information about the institutional ownership of First Tr ETF Iii Enhanced Shor (FUMB) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TR ETF III ENHANCED SHOR.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
202KNew |
$4.02M - $4.04M
|
202K
$4.05M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
201K+ 686.18% |
$4M - $4.03M
|
230K
$4.63M
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
195KNew |
$3.87M - $3.89M
|
195K
$3.91M
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
66.1K+ 1274.76% |
$1.31M - $1.32M
|
71.3K
$1.43M
|
|
Apr 26, 2023
Q1 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
65.1K+ 22.15% |
$1.29M - $1.3M
|
359K
$7.21M
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
57.2KNew |
$1.14M - $1.14M
|
57.2K
$1.15M
|
|
Apr 27, 2023
Q1 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
48.2K+ 26.66% |
$958K - $964K
|
229K
$4.6M
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
41.2K+ 66.72% |
$820K - $825K
|
103K
$2.07M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
38.9K+ 16.21% |
$774K - $779K
|
279K
$5.6M
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
34.5KNew |
$686K - $690K
|
34.5K
$693K
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.3K+ 2.51% |
$622K - $626K
|
1.28M
$25.6M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
29.6K+ 9.91% |
$589K - $593K
|
328K
$6.59M
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
25.9K+ 111.49% |
$515K - $518K
|
49.1K
$987K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
25.7K+ 47.32% |
$511K - $514K
|
80K
$1.61M
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
23.7K+ 29.65% |
$472K - $475K
|
104K
$2.08M
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
19K+ 69.31% |
$377K - $380K
|
46.4K
$931K
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
18.1KNew |
$360K - $363K
|
18.1K
$364K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.2K+ 2.49% |
$283K - $284K
|
585K
$11.8M
|
|
Apr 13, 2023
Q1 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
13.3KNew |
$265K - $266K
|
13.3K
$267K
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12.1KNew |
$241K - $243K
|
12.1K
$243K
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.5KNew |
$209K - $210K
|
10.5K
$211K
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
10KNew |
$199K - $200K
|
10K
$201K
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
8.89K+ 88.86% |
$177K - $178K
|
18.9K
$379K
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
8.77KNew |
$174K - $176K
|
8.77K
$176K
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6K+ 32.85% |
$119K - $120K
|
24.3K
$487K
|
|
May 05, 2023
Q1 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
5.84K+ 8.11% |
$116K - $117K
|
77.8K
$1.56M
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.32K+ 28.16% |
$106K - $106K
|
24.2K
$486K
|
|
Apr 18, 2023
Q1 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.18K+ 8.48% |
$103K - $104K
|
66.2K
$1.33M
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.36K+ 3.77% |
$86.6K - $87.2K
|
120K
$2.41M
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.25K+ 34.74% |
$84.5K - $85K
|
16.5K
$331K
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
2.5K+ 3.84% |
$49.7K - $50K
|
67.6K
$1.36M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
2.26K+ 1.14% |
$45K - $45.3K
|
201K
$4.04M
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.19K+ 55.73% |
$43.5K - $43.8K
|
6.11K
$123K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
1.63KNew |
$32.4K - $32.6K
|
1.63K
$32.7K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.55K+ 25.28% |
$30.8K - $31K
|
7.68K
$154K
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.51K+ 14.27% |
$30.1K - $30.3K
|
12.1K
$243K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.15KNew |
$22.8K - $23K
|
1.15K
$23.1K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
1.02KNew |
$20.4K - $20.5K
|
1.02K
$20.6K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1KNew |
$19.9K - $20.1K
|
1K
$20.1K
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1KNew |
$19.9K - $20K
|
1K
$20.1K
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
411+ 0.49% |
$8.17K - $8.22K
|
83.6K
$1.68M
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
392+ 2.92% |
$7.8K - $7.84K
|
13.8K
$277K
|
|
Apr 14, 2023
Q1 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
252+ 0.88% |
$5.01K - $5.04K
|
28.8K
$579K
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
175+ 0.47% |
$3.48K - $3.5K
|
37.2K
$747K
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
151+ 1.37% |
$3K - $3.02K
|
11.1K
$224K
|
|
Apr 18, 2023
Q1 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
45+ 0.18% |
$895 - $900
|
25.3K
$507K
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
2+ 0.01% |
$39.8 - $40
|
19.1K
$383K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-50- 0.84% |
$995 - $1K
|
5.92K
$119K
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-53- 0.78% |
$1.05K - $1.06K
|
6.72K
$135K
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-100- 0.8% |
$1.99K - $2K
|
12.4K
$249K
|