Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.24K- 8.97% |
$24.7K - $24.9K
|
12.6K
$252K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.3K- 6.51% |
$25.9K - $26.2K
|
18.7K
$375K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.44K- 10.43% |
$28.7K - $29K
|
12.4K
$249K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.59K- 13.14% |
$31.6K - $32K
|
10.5K
$211K
|
|
|
Jan 19, 2024
Q4 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-1.67K- 0.78% |
$33.2K - $33.5K
|
211K
$4.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.8K- 1.45% |
$35.8K - $36.2K
|
123K
$2.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.85K- 10.78% |
$36.8K - $37.2K
|
15.3K
$307K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.99K- 17.98% |
$39.5K - $40K
|
9.06K
$182K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.23K- 9.12% |
$44.3K - $44.8K
|
22.2K
$446K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.9K- 5.46% |
$57.8K - $58.4K
|
50.3K
$1.01M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3K- 19.42% |
$59.7K - $60.4K
|
12.4K
$250K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.86K- 17.0% |
$76.9K - $77.7K
|
18.9K
$379K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.04K- 8.46% |
$80.4K - $81.3K
|
43.7K
$878K
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-5K- 2.74% |
$99.5K - $101K
|
177K
$3.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.62K- 11.21% |
$112K - $113K
|
44.5K
$894K
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-7K- 10.0% |
$139K - $141K
|
63K
$1.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-8.75K- 23.05% |
$174K - $176K
|
29.2K
$587K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-11.2K- 15.33% |
$223K - $225K
|
61.8K
$1.24M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-14.7K- 24.61% |
$292K - $296K
|
45K
$904K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-17K- 6.76% |
$338K - $342K
|
234K
$4.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-18.3K- 36.4% |
$363K - $367K
|
31.9K
$640K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-20.2K- 49.59% |
$401K - $406K
|
20.5K
$412K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-28.7K- 53.81% |
$572K - $578K
|
24.7K
$495K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-37.1K- 8.3% |
$738K - $747K
|
410K
$8.24M
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-46.2K- 39.11% |
$920K - $930K
|
72K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-120K- 12.88% |
$2.38M - $2.41M
|
809K
$16.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-187K- 42.48% |
$3.72M - $3.76M
|
253K
$5.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-605K- 57.41% |
$12M - $12.2M
|
449K
$9.02M
|