Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6.04K- 4.36% |
$121K - $121K
|
132K
$2.66M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-6.16K- 19.87% |
$123K - $124K
|
24.8K
$499K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.87K- 27.85% |
$137K - $138K
|
17.8K
$357K
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-7.5K- 4.23% |
$150K - $151K
|
170K
$3.41M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.63K- 7.04% |
$173K - $174K
|
114K
$2.29M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13.5K- 1.12% |
$271K - $273K
|
1.19M
$24M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13.5K- 1.12% |
$271K - $273K
|
1.19M
$24M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-18K- 22.41% |
$360K - $362K
|
62.3K
$1.25M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-19.5K- 37.53% |
$389K - $391K
|
32.4K
$650K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-22.4K- 2.76% |
$447K - $450K
|
786K
$15.8M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-23.6K- 46.98% |
$473K - $476K
|
26.7K
$536K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-28.1K- 11.11% |
$562K - $565K
|
225K
$4.51M
|
|
|
Apr 17, 2024
Q1 2024
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-33.2K- 53.7% |
$664K - $667K
|
28.6K
$574K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-41K- 7.81% |
$820K - $824K
|
484K
$9.71M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-41.4K- 40.66% |
$829K - $833K
|
60.4K
$1.21M
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-43.9K- 41.86% |
$880K - $884K
|
61K
$1.23M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-46.4K- 41.63% |
$928K - $933K
|
65K
$1.31M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-129K- 53.73% |
$2.58M - $2.59M
|
111K
$2.23M
|