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 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-188Closed |
$3.74K - $3.76K
|
0
$0
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-233- 1.55% |
$4.63K - $4.66K
|
14.8K
$297K
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-359- 2.5% |
$7.14K - $7.18K
|
14K
$281K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.2K- 9.14% |
$23.9K - $24K
|
11.9K
$239K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.55K- 0.99% |
$30.9K - $31.1K
|
156K
$3.12M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.95K- 3.3% |
$38.8K - $39.1K
|
57.2K
$1.15M
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.95K- 11.99% |
$38.8K - $39.1K
|
14.3K
$288K
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-2.04K- 12.25% |
$40.7K - $40.9K
|
14.6K
$294K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.24K- 6.88% |
$44.5K - $44.8K
|
30.3K
$608K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.33K- 2.41% |
$46.4K - $46.7K
|
94.6K
$1.9M
|
|
|
May 15, 2023
Q1 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-2.48K- 19.11% |
$49.3K - $49.6K
|
10.5K
$211K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.45K- 13.05% |
$68.6K - $69.1K
|
23K
$462K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.94K- 2.84% |
$78.3K - $78.8K
|
135K
$2.71M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.27K- 12.1% |
$84.9K - $85.4K
|
31K
$623K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.93K- 1.3% |
$118K - $119K
|
449K
$9M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-7.37K- 24.41% |
$147K - $147K
|
22.8K
$458K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-8.48K- 14.31% |
$169K - $170K
|
50.8K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-8.93K- 38.09% |
$178K - $179K
|
14.5K
$291K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-11.9KClosed |
$237K - $239K
|
0
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-12.3K- 40.38% |
$246K - $247K
|
18.2K
$366K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-13K- 87.17% |
$258K - $260K
|
1.91K
$38.4K
|
|
|
May 12, 2023
Q1 2023
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-19.2K- 42.32% |
$382K - $384K
|
26.2K
$525K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-23.5K- 68.89% |
$467K - $469K
|
10.6K
$213K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-25.6K- 8.25% |
$509K - $512K
|
285K
$5.71M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-27.6K- 22.24% |
$548K - $552K
|
96.4K
$1.93M
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-29.9K- 14.17% |
$595K - $598K
|
181K
$3.63M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-36.2K- 3.3% |
$721K - $725K
|
1.06M
$21.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-38K- 10.38% |
$756K - $761K
|
328K
$6.59M
|
|
|
Apr 07, 2023
Q1 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-38.9K- 16.67% |
$774K - $779K
|
194K
$3.9M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-51.9K- 35.01% |
$1.03M - $1.04M
|
96.2K
$1.93M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-64.5K- 42.43% |
$1.28M - $1.29M
|
87.5K
$1.76M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-85.6K- 53.61% |
$1.7M - $1.71M
|
74K
$1.49M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-164K- 38.24% |
$3.25M - $3.27M
|
264K
$5.3M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-509K- 25.7% |
$10.1M - $10.2M
|
1.47M
$29.5M
|