Institutional Ownership First Tr ETF Iii Enhanced Shor (FUMB)
This table provides information about the institutional ownership of First Tr ETF Iii Enhanced Shor (FUMB). We have compiled data on the 84 institutions that hold shares in the stock, with a total of 7.18 Million shares, which have been reported (via 13F filing form) to have a value of $144 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
57,209
shares
|
$1.15 Million
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
52,204
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 57.35%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 13, 2025 Q4 2024 |
51,633
shares
|
$1.04 Million
0.33% of portfolio
|
Q4 2024
Reduced 13.94%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
50,000
shares
|
$1 Million
0.21% of portfolio
|
Q2 2023
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
49,150
shares
|
$987,423
0.05% of portfolio
|
Q3 2024
Reduced 11.93%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
48,694
shares
|
$978,262
0.0% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
45,971
shares
|
$923,557
0.22% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Mcdonald Partners LLC
|
Oct 15, 2024 Q3 2024 |
45,500
shares
|
$914,095
0.23% of portfolio
|
Q2 2024
Reduced 7.14%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
41,611
shares
|
$835,964
0.01% of portfolio
|
Q3 2024
Added 17.16%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
38,051
shares
|
$764,444
0.0% of portfolio
|
Q3 2024
Reduced 41.01%
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
35,977
shares
|
$722,777
0.1% of portfolio
|
Q3 2024
Reduced 41.06%
|
|
|
Trust CO Of Oklahoma
|
Jan 17, 2025 Q4 2024 |
34,625
shares
|
$695,616
0.23% of portfolio
|
Q3 2023
Added 20.05%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
33,662
shares
|
$676,269
0.0% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
33,495
shares
|
$672,914
0.16% of portfolio
|
Q4 2022
Added 22.66%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
31,979
shares
|
$642,458
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
31,450
shares
|
$631,830
0.01% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
29,644
shares
|
$595,547
0.0% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
28,275
shares
|
$568,044
0.4% of portfolio
|
Q4 2024
Added 50.4%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
28,000
shares
|
$562,520
0.03% of portfolio
|
Q3 2024
Added 12.0%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
27,619
shares
|
$554,865
0.04% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
26,802
shares
|
$538,452
0.06% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
25,521
shares
|
$512,716
0.0% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
25,299
shares
|
$508,256
0.15% of portfolio
|
Q3 2024
Added 153.47%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
24,700
shares
|
$496,223
0.0% of portfolio
|
Q3 2024
Added 50.78%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
24,031
shares
|
$482,782
0.29% of portfolio
|
Q3 2024
New holding
|