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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5.37K- 3.6% |
$108K - $108K
|
144K
$2.89M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
48.4K+ 85.27% |
$972K - $977K
|
105K
$2.11M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
5.1KNew |
$102K - $103K
|
5.1K
$103K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3+ 0.19% |
$60.2 - $60.5
|
1.59K
$32K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-721- 0.6% |
$14.5K - $14.5K
|
119K
$2.39M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.01K+ 22.69% |
$181K - $182K
|
48.7K
$979K
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.55K+ 7.49% |
$31.1K - $31.3K
|
22.3K
$447K
|
|
|
Oct 28, 2025
Q3 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
20.8K+ 15.96% |
$416K - $419K
|
151K
$3.03M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-6K- 14.63% |
$120K - $121K
|
35K
$703K
|
|
|
Oct 23, 2025
Q3 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
2.55K+ 0.89% |
$51.1K - $51.3K
|
287K
$5.77M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
271+ 2.19% |
$5.44K - $5.47K
|
12.7K
$255K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
5+ 0.22% |
$100 - $101
|
2.3K
$46.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.09K- 2.74% |
$122K - $123K
|
216K
$4.34M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-236- 2.16% |
$4.74K - $4.76K
|
10.7K
$215K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
25.6K+ 5.32% |
$514K - $517K
|
507K
$10.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
116+ 0.72% |
$2.33K - $2.34K
|
16.3K
$327K
|
|
|
Oct 16, 2025
Q3 2025
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-11.2K- 37.27% |
$224K - $226K
|
18.8K
$378K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.75K+ 12.17% |
$35.1K - $35.3K
|
16.1K
$324K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.93K+ 46.18% |
$179K - $180K
|
28.3K
$568K
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
22.6K+ 30.36% |
$453K - $455K
|
96.9K
$1.95M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.4K+ 6.46% |
$428K - $431K
|
353K
$7.09M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
231New |
$4.62K - $4.65K
|
231
$4.64K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.27KNew |
$25.4K - $25.6K
|
1.27K
$25.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-2K- 4.4% |
$40K - $40.3K
|
43.5K
$874K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.75K- 45.41% |
$75.1K - $75.6K
|
4.51K
$90.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-845- 7.58% |
$16.9K - $17K
|
10.3K
$207K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
38+ 2.2% |
$760 - $766
|
1.76K
$35.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
98+ 0.73% |
$1.96K - $1.97K
|
13.5K
$272K
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
SELL
|
- |
-549- 0.4% |
$11K - $11.1K
|
138K
$2.78M
|
|
|
Jul 30, 2025
Q2 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
387+ 2.84% |
$7.74K - $7.8K
|
14K
$282K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
22.5KNew |
$450K - $453K
|
22.5K
$452K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-5.59K- 35.53% |
$112K - $113K
|
10.1K
$204K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
16.9KNew |
$339K - $341K
|
16.9K
$340K
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-10.7K- 13.95% |
$213K - $215K
|
65.7K
$1.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
9.95KNew |
$199K - $201K
|
9.95K
$200K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.31K- 31.16% |
$26.2K - $26.4K
|
2.89K
$58.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18.5KNew |
$369K - $372K
|
18.5K
$371K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.12KNew |
$143K - $144K
|
7.12K
$143K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
22.7KNew |
$456K - $458K
|
22.7K
$457K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-92.1K- 84.7% |
$1.85M - $1.86M
|
16.6K
$334K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.19K+ 7.51% |
$44K - $44.2K
|
31.4K
$631K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
590+ 1180.0% |
$11.8K - $11.9K
|
640
$12.9K
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-11.5K- 45.7% |
$231K - $232K
|
13.7K
$275K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-6.59K- 16.32% |
$132K - $133K
|
33.8K
$679K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.38KNew |
$27.7K - $27.8K
|
1.38K
$27.7K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.11K+ 253.18% |
$42.3K - $42.5K
|
2.94K
$59.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-386- 3.09% |
$7.74K - $7.78K
|
12.1K
$243K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
294New |
$5.89K - $5.92K
|
294
$5.91K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
195KNew |
$3.91M - $3.93M
|
195K
$3.92M
|
|