Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.12M+ 7562.35% |
$22.3M - $22.4M
|
1.14M
$22.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
370K+ 160.67% |
$7.37M - $7.41M
|
601K
$12.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
95.4K+ 36.08% |
$1.9M - $1.91M
|
360K
$7.23M
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
86.8KNew |
$1.73M - $1.74M
|
86.8K
$1.75M
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
BUY
|
- |
70KNew |
$1.39M - $1.4M
|
70K
$1.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
59.9KNew |
$1.19M - $1.2M
|
59.9K
$1.21M
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
50KNew |
$995K - $1M
|
50K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
35.5KNew |
$707K - $710K
|
35.5K
$714K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.3KNew |
$523K - $525K
|
26.3K
$528K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
25KNew |
$497K - $500K
|
25K
$503K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
22.8KNew |
$453K - $455K
|
22.8K
$458K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
21.3K+ 26.63% |
$424K - $426K
|
101K
$2.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
21.1K+ 6.44% |
$421K - $423K
|
349K
$7.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
18.4KNew |
$366K - $368K
|
18.4K
$370K
|
|
|
Jul 13, 2023
Q2 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
18K+ 5.02% |
$358K - $360K
|
377K
$7.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.8KNew |
$295K - $297K
|
14.8K
$298K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14K+ 45.07% |
$278K - $280K
|
45K
$905K
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
11.7KNew |
$234K - $235K
|
11.7K
$236K
|
|
|
Jul 17, 2023
Q2 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
10.9K+ 82.07% |
$217K - $218K
|
24.2K
$487K
|
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
7.4K+ 39.19% |
$147K - $148K
|
26.3K
$529K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.26K+ 108.07% |
$144K - $145K
|
14K
$281K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.72K+ 25.06% |
$114K - $114K
|
28.5K
$574K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.84K+ 40.6% |
$96.4K - $96.8K
|
16.8K
$337K
|
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
2.35K+ 3.48% |
$46.8K - $47K
|
69.9K
$1.41M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.28KNew |
$45.4K - $45.6K
|
2.28K
$45.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.01K+ 1.49% |
$40K - $40.2K
|
137K
$2.75M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
1.94KNew |
$38.5K - $38.7K
|
1.94K
$39K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.49K+ 3.21% |
$29.6K - $29.7K
|
47.8K
$962K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.34K+ 0.3% |
$26.6K - $26.7K
|
450K
$9.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.06K+ 3.07% |
$21.1K - $21.2K
|
35.6K
$715K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
849+ 84.9% |
$16.9K - $17K
|
1.85K
$37.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
759+ 12.41% |
$15.1K - $15.2K
|
6.87K
$138K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
581+ 2.4% |
$11.6K - $11.6K
|
24.8K
$498K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
475+ 1.28% |
$9.45K - $9.5K
|
37.7K
$758K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
419+ 5.46% |
$8.34K - $8.38K
|
8.1K
$163K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
319+ 0.27% |
$6.35K - $6.38K
|
120K
$2.42M
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
85+ 0.37% |
$1.69K - $1.7K
|
23.1K
$464K
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
41+ 0.3% |
$816 - $820
|
13.9K
$279K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
5+ 0.49% |
$99.5 - $100
|
1.03K
$20.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-33- 0.3% |
$657 - $660
|
11.1K
$223K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-50- 2.61% |
$995 - $1K
|
1.86K
$37.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-228- 1.57% |
$4.54K - $4.56K
|
14.3K
$287K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-300- 1.24% |
$5.97K - $6K
|
24K
$482K
|
|
|
Aug 01, 2023
Q2 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-500- 4.76% |
$9.95K - $10K
|
10K
$201K
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-931- 10.61% |
$18.5K - $18.6K
|
7.84K
$158K
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-3.73K- 19.55% |
$74.1K - $74.5K
|
15.3K
$308K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.29K- 29.0% |
$105K - $106K
|
12.9K
$260K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.76K- 7.15% |
$135K - $135K
|
87.8K
$1.77M
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-6.99K- 3.59% |
$139K - $140K
|
188K
$3.77M
|
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-8.51K- 4.38% |
$169K - $170K
|
186K
$3.74M
|