Latest Institutional Transactions on First Tr ETF Iii Enhanced Shor (FUMB)
This table provides information on the latest institutional transactions involving First Tr ETF Iii Enhanced Shor (FUMB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
70.7K+ 185.79% |
$1.42M - $1.42M
|
109K
$2.19M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14+ 0.04% |
$281 - $282
|
33.7K
$678K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.11K+ 253.18% |
$42.3K - $42.5K
|
2.94K
$59.2K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-31.5K- 45.9% |
$633K - $636K
|
37.2K
$748K
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10KNew |
$201K - $202K
|
10K
$201K
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
23.8K+ 222.17% |
$478K - $480K
|
34.6K
$695K
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
230+ 1.68% |
$4.61K - $4.63K
|
14K
$281K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.07K- 0.92% |
$41.5K - $41.7K
|
222K
$4.47M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-201K- 18.85% |
$4.02M - $4.04M
|
864K
$17.4M
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-3.23K- 12.65% |
$64.7K - $65.1K
|
22.3K
$449K
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-798- 4.45% |
$16K - $16.1K
|
17.1K
$345K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
455New |
$9.12K - $9.17K
|
455
$9.15K
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-386- 3.09% |
$7.74K - $7.78K
|
12.1K
$244K
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
3.01K+ 9.42% |
$60.4K - $60.7K
|
35K
$704K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.06K- 68.06% |
$81.5K - $81.9K
|
1.91K
$38.4K
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
21.5K+ 4.16% |
$430K - $433K
|
537K
$10.8M
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
61.5K+ 10.06% |
$1.23M - $1.24M
|
673K
$13.5M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.75K+ 26.89% |
$55.2K - $55.5K
|
13K
$261K
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
20.8K+ 23.84% |
$417K - $419K
|
108K
$2.17M
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.61K+ 5.84% |
$32.3K - $32.5K
|
29.2K
$588K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.76K- 13.48% |
$156K - $156K
|
49.8K
$1M
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
14KNew |
$281K - $282K
|
14K
$282K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.51K- 2.06% |
$90.4K - $90.9K
|
215K
$4.32M
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-7.1K- 22.58% |
$142K - $143K
|
24.4K
$490K
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
294New |
$5.89K - $5.92K
|
294
$5.92K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
43.6K+ 36.02% |
$873K - $878K
|
165K
$3.31M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.38K+ 14.02% |
$188K - $189K
|
76.2K
$1.53M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-83.2K- 8.6% |
$1.67M - $1.68M
|
884K
$17.8M
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1.2K+ 4.99% |
$24.1K - $24.2K
|
25.2K
$508K
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-31.3K- 43.55% |
$627K - $630K
|
40.5K
$816K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-75- 60.0% |
$1.5K - $1.51K
|
50
$1.01K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.45K+ 2.52% |
$109K - $110K
|
222K
$4.47M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
146K+ 78.11% |
$2.93M - $2.95M
|
333K
$6.71M
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.5K- 67.01% |
$110K - $111K
|
2.71K
$54.5K
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-7.14K- 24.09% |
$143K - $144K
|
22.5K
$453K
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
360New |
$7.22K - $7.25K
|
360
$7.24K
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.55K+ 22.45% |
$111K - $112K
|
30.2K
$609K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
195KNew |
$3.91M - $3.93M
|
195K
$3.93M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.73K- 2.36% |
$74.8K - $75.1K
|
154K
$3.1M
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
4.4K+ 12.22% |
$88.2K - $88.6K
|
40.4K
$812K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
252KNew |
$5.06M - $5.08M
|
252K
$5.08M
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-249- 0.51% |
$4.99K - $5.02K
|
48.9K
$984K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-149- 1.77% |
$2.99K - $3K
|
8.27K
$166K
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
106New |
$2.13K - $2.14K
|
106
$2.13K
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
81.2KNew |
$1.63M - $1.64M
|
81.2K
$1.63M
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-218- 1.92% |
$4.37K - $4.39K
|
11.1K
$224K
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
5.63K+ 22.24% |
$113K - $113K
|
30.9K
$622K
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
391+ 3.43% |
$7.84K - $7.88K
|
11.8K
$237K
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
15.2KNew |
$305K - $307K
|
15.2K
$306K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
18.9K+ 31.79% |
$378K - $380K
|
78.2K
$1.57M
|