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 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.96K- 9.31% |
$178K - $179K
|
87.3K
$1.76M
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-10.3K- 33.94% |
$205K - $206K
|
20K
$403K
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-12.8K- 8.21% |
$254K - $256K
|
143K
$2.87M
|
|
Jul 21, 2023
Q2 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-21.4K- 9.35% |
$426K - $428K
|
208K
$4.17M
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-22.5K- 21.81% |
$447K - $450K
|
80.6K
$1.62M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-26.1K- 35.29% |
$520K - $522K
|
47.9K
$963K
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-29.3K- 30.38% |
$583K - $586K
|
67.1K
$1.35M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-41.4K- 14.54% |
$823K - $828K
|
243K
$4.89M
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-46.8K- 23.26% |
$932K - $937K
|
154K
$3.11M
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-49.6K- 59.3% |
$987K - $992K
|
34K
$685K
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-57.2K- 31.59% |
$1.14M - $1.14M
|
124K
$2.49M
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-58.7K- 82.41% |
$1.17M - $1.17M
|
12.5K
$252K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-65.9K- 99.5% |
$1.31M - $1.32M
|
334
$6.72K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-66.7K- 11.4% |
$1.33M - $1.33M
|
518K
$10.4M
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-70K- 80.0% |
$1.39M - $1.4M
|
17.5K
$352K
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-139K- 68.75% |
$2.76M - $2.78M
|
63.1K
$1.27M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-195K- 13.24% |
$3.88M - $3.9M
|
1.28M
$25.7M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-219K- 78.31% |
$4.35M - $4.37M
|
60.5K
$1.22M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-314K- 24.62% |
$6.25M - $6.29M
|
962K
$19.4M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1M- 94.6% |
$20M - $20.1M
|
57.4K
$1.15M
|