Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
500K+ 50.03% |
$9.92M - $10M
|
1.5M
$30.2M
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
485K+ 85.13% |
$9.6M - $9.7M
|
1.05M
$21.2M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
231K+ 782.26% |
$4.57M - $4.62M
|
260K
$5.23M
|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
188KNew |
$3.73M - $3.77M
|
188K
$3.79M
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
159KNew |
$3.14M - $3.18M
|
159K
$3.19M
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
147K+ 81.68% |
$2.91M - $2.94M
|
327K
$6.58M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
129K+ 86637.58% |
$2.56M - $2.58M
|
129K
$2.6M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
117KNew |
$2.33M - $2.35M
|
117K
$2.36M
|
|
Nov 10, 2022
Q3 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
74K+ 71.1% |
$1.47M - $1.48M
|
178K
$3.58M
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
71.8KNew |
$1.42M - $1.44M
|
71.8K
$1.44M
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
BUY
|
- |
41.2KNew |
$817K - $825K
|
41.2K
$829K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
36.9K+ 25.4% |
$730K - $738K
|
182K
$3.66M
|
|
Nov 14, 2022
Q3 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
27.3KNew |
$541K - $547K
|
27.3K
$549K
|
|
Oct 21, 2022
Q3 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
26.5KNew |
$525K - $531K
|
26.5K
$533K
|
|
Nov 14, 2022
Q3 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
25KNew |
$496K - $501K
|
25K
$503K
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
23.5K+ 93.82% |
$465K - $470K
|
48.5K
$974K
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
23.2KNew |
$461K - $465K
|
23.2K
$468K
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.5K+ 20.0% |
$446K - $450K
|
135K
$2.71M
|
|
Nov 14, 2022
Q3 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
21KNew |
$416K - $420K
|
21K
$422K
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
18.7KNew |
$371K - $374K
|
18.7K
$376K
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
18.7KNew |
$370K - $374K
|
18.7K
$375K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
17.7KNew |
$350K - $354K
|
17.7K
$356K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.4K+ 16.99% |
$345K - $348K
|
120K
$2.41M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17K+ 65.89% |
$337K - $341K
|
42.9K
$862K
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17KNew |
$337K - $340K
|
17K
$342K
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
14.9K+ 90.26% |
$295K - $298K
|
31.3K
$630K
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
14.2KNew |
$282K - $284K
|
14.2K
$286K
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
13KNew |
$258K - $261K
|
13K
$262K
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
11.5KNew |
$228K - $230K
|
11.5K
$231K
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10.7KNew |
$212K - $215K
|
10.7K
$216K
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.5KNew |
$208K - $210K
|
10.5K
$211K
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.5K+ 0.65% |
$188K - $190K
|
1.46M
$29.4M
|
|
Oct 25, 2022
Q3 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
9.18K+ 18.88% |
$182K - $184K
|
57.8K
$1.16M
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
8.47K+ 16.27% |
$168K - $170K
|
60.6K
$1.22M
|
|
Oct 18, 2022
Q3 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
7.96K+ 3.08% |
$158K - $159K
|
267K
$5.37M
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
7.68KNew |
$152K - $154K
|
7.68K
$154K
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.25K+ 30.3% |
$144K - $145K
|
31.2K
$627K
|
|
Oct 26, 2022
Q3 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
6.85K+ 2.06% |
$136K - $137K
|
339K
$6.81M
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.08K+ 50.01% |
$120K - $122K
|
18.2K
$367K
|
|
Nov 09, 2022
Q3 2022
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
5K+ 12.39% |
$99.1K - $100K
|
45.4K
$912K
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.46K+ 275.14% |
$68.7K - $69.3K
|
4.72K
$95K
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
2.98K+ 44.16% |
$59K - $59.6K
|
9.73K
$196K
|
|
Oct 28, 2022
Q3 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
2.91K+ 21.03% |
$57.6K - $58.2K
|
16.7K
$336K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.67K+ 182.53% |
$52.8K - $53.4K
|
4.13K
$83K
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
2.34KNew |
$46.5K - $46.9K
|
2.34K
$47.1K
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
1.26KNew |
$24.9K - $25.2K
|
1.26K
$25.3K
|
|
Nov 09, 2022
Q3 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
866+ 6.26% |
$17.2K - $17.3K
|
14.7K
$295K
|
|
Feb 16, 2023
Q3 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
479+ 2.51% |
$9.49K - $9.59K
|
19.6K
$394K
|
|
Oct 17, 2022
Q3 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
46+ 0.28% |
$912 - $921
|
16.6K
$334K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
31+ 0.18% |
$614 - $621
|
17.7K
$356K
|