Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
96.8K+ 11.13% |
$1.94M - $1.95M
|
967K
$19.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
75.6K+ 52.58% |
$1.52M - $1.52M
|
219K
$4.41M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
32KNew |
$641K - $645K
|
32K
$643K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
30.8K+ 19.67% |
$617K - $620K
|
187K
$3.76M
|
|
|
Oct 22, 2024
Q3 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
24.2K+ 9.7% |
$484K - $487K
|
273K
$5.49M
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
24KNew |
$482K - $485K
|
24K
$483K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15.6K+ 14.8% |
$313K - $314K
|
121K
$2.43M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
15.3K+ 153.47% |
$307K - $309K
|
25.3K
$509K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
13.7KNew |
$275K - $277K
|
13.7K
$276K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.4KNew |
$249K - $251K
|
12.4K
$250K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.4KNew |
$229K - $230K
|
11.4K
$229K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.41K+ 14.39% |
$169K - $170K
|
66.9K
$1.34M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.32K+ 50.78% |
$167K - $168K
|
24.7K
$497K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.77K+ 5.93% |
$156K - $157K
|
139K
$2.79M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
7.38KNew |
$148K - $149K
|
7.38K
$148K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
6.1K+ 17.16% |
$122K - $123K
|
41.6K
$837K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.87K+ 15.99% |
$77.6K - $78.1K
|
28.1K
$565K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3.58K+ 1.66% |
$71.8K - $72.3K
|
220K
$4.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.42K+ 0.67% |
$68.6K - $69K
|
516K
$10.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.31K+ 15.02% |
$66.3K - $66.7K
|
25.3K
$510K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
3K+ 12.0% |
$60.2K - $60.5K
|
28K
$563K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.13K+ 2.36% |
$22.6K - $22.7K
|
48.7K
$979K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1K+ 51.55% |
$20.1K - $20.2K
|
2.94K
$59.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
841+ 3.41% |
$16.9K - $17K
|
25.5K
$513K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
588+ 2.02% |
$11.8K - $11.9K
|
29.6K
$596K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
523+ 1.58% |
$10.5K - $10.5K
|
33.7K
$677K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
415+ 1.53% |
$8.32K - $8.37K
|
27.6K
$555K
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
387+ 0.65% |
$7.76K - $7.81K
|
60K
$1.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
257+ 0.16% |
$5.15K - $5.18K
|
156K
$3.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
125New |
$2.51K - $2.52K
|
125
$2.51K
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
34+ 0.27% |
$682 - $686
|
12.5K
$251K
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
12+ 0.79% |
$241 - $242
|
1.52K
$30.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
6+ 0.28% |
$120 - $121
|
2.14K
$43K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-50- 9.01% |
$1K - $1.01K
|
505
$10.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-164- 1.02% |
$3.29K - $3.31K
|
15.8K
$319K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-175- 0.55% |
$3.51K - $3.53K
|
31.5K
$632K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-777- 8.65% |
$15.6K - $15.7K
|
8.21K
$165K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-905- 52.07% |
$18.1K - $18.3K
|
833
$16.8K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-995- 8.05% |
$19.9K - $20.1K
|
11.4K
$229K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.11K- 0.49% |
$22.2K - $22.4K
|
224K
$4.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-1.18K- 6.18% |
$23.7K - $23.8K
|
17.9K
$360K
|
|
|
Nov 14, 2024
Q3 2024
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-1.25K- 6.23% |
$25.1K - $25.2K
|
18.8K
$378K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.27K- 11.01% |
$25.4K - $25.5K
|
10.2K
$206K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.31K- 8.8% |
$26.3K - $26.5K
|
13.6K
$273K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.49K- 1.68% |
$29.8K - $30K
|
87.2K
$1.75M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.23K- 12.42% |
$44.7K - $45K
|
15.7K
$316K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.53K- 29.77% |
$50.7K - $51.1K
|
5.97K
$120K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.35K- 5.35% |
$67.2K - $67.6K
|
59.3K
$1.19M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-6.66K- 11.93% |
$134K - $134K
|
49.2K
$988K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.69K- 2.99% |
$134K - $135K
|
217K
$4.36M
|