Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
83.7K+ 10.64% |
$1.67M - $1.68M
|
870K
$17.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
78.8K+ 121.17% |
$1.58M - $1.59M
|
144K
$2.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
70.9K+ 398.35% |
$1.42M - $1.43M
|
88.7K
$1.78M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
62K+ 102.51% |
$1.24M - $1.25M
|
122K
$2.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
42.5K+ 37.3% |
$850K - $855K
|
156K
$3.14M
|
|
|
Jul 16, 2024
Q2 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
33.5K+ 15.56% |
$671K - $675K
|
249K
$5.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
27.9K+ 5.77% |
$559K - $562K
|
513K
$10.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.1K+ 80.5% |
$522K - $525K
|
58.5K
$1.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
19.4K+ 22.53% |
$388K - $390K
|
105K
$2.12M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
9.98KNew |
$200K - $201K
|
9.98K
$201K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
8.63KNew |
$173K - $174K
|
8.63K
$173K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.8K+ 13.88% |
$116K - $117K
|
47.6K
$957K
|
|
|
Jul 30, 2024
Q2 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
3.99K+ 33.16% |
$79.8K - $80.3K
|
16K
$322K
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.99K+ 1.4% |
$59.8K - $60.1K
|
216K
$4.35M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.82KNew |
$56.5K - $56.8K
|
2.82K
$56.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.51K+ 12.84% |
$50.2K - $50.5K
|
22K
$443K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.48K+ 17.83% |
$49.6K - $49.9K
|
16.4K
$329K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.09K+ 2.93% |
$41.9K - $42.1K
|
73.5K
$1.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.24K+ 12.11% |
$24.9K - $25K
|
11.5K
$231K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.2K+ 10.92% |
$24K - $24.1K
|
12.2K
$245K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
646New |
$12.9K - $13K
|
646
$13K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
541+ 0.87% |
$10.8K - $10.9K
|
62.7K
$1.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
523+ 1.96% |
$10.5K - $10.5K
|
27.2K
$547K
|
|
|
Jul 12, 2024
Q2 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
354+ 0.6% |
$7.09K - $7.13K
|
59.6K
$1.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
265+ 0.92% |
$5.31K - $5.33K
|
29.1K
$584K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
186+ 1.12% |
$3.72K - $3.74K
|
16.8K
$337K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
140New |
$2.8K - $2.82K
|
140
$2.82K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
82+ 0.55% |
$1.64K - $1.65K
|
14.9K
$300K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
25+ 1.47% |
$501 - $503
|
1.73K
$34.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
10+ 0.67% |
$200 - $201
|
1.51K
$30.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
7+ 0.06% |
$140 - $141
|
12.5K
$250K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
5+ 0.73% |
$100 - $101
|
687
$13.8K
|
|
|
Aug 01, 2024
Q2 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-7- 0.01% |
$140 - $141
|
61K
$1.23M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-111- 6.0% |
$2.22K - $2.23K
|
1.74K
$35K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-159- 0.64% |
$3.18K - $3.2K
|
24.7K
$496K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-200- 2.3% |
$4K - $4.03K
|
8.5K
$171K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-450- 1.4% |
$9.01K - $9.06K
|
31.6K
$636K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-500- 47.39% |
$10K - $10.1K
|
555
$11.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-500- 1.67% |
$10K - $10.1K
|
29.4K
$591K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-500- 33.09% |
$10K - $10.1K
|
1.01K
$20.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-575- 2.32% |
$11.5K - $11.6K
|
24.2K
$487K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.49K- 1.12% |
$29.7K - $29.9K
|
131K
$2.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.71K- 12.0% |
$34.3K - $34.5K
|
12.6K
$253K
|
|
|
Jul 22, 2024
Q2 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-1.76K- 7.45% |
$35.3K - $35.5K
|
21.9K
$440K
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-2.1K- 9.9% |
$42K - $42.3K
|
19.1K
$384K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.91K- 1.27% |
$58.3K - $58.6K
|
225K
$4.53M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.28K- 26.76% |
$65.7K - $66.1K
|
8.99K
$181K
|
|
|
Jul 17, 2024
Q2 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-3.5K- 7.14% |
$70.1K - $70.5K
|
45.5K
$915K
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-4.06K- 17.26% |
$81.2K - $81.7K
|
19.5K
$391K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-6.01K- 9.72% |
$120K - $121K
|
55.8K
$1.12M
|