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 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
391+ 3.43% |
$7.84K - $7.88K
|
11.8K
$237K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-165- 5.61% |
$3.31K - $3.32K
|
2.78K
$55.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-4.42K- 6.54% |
$88.6K - $89.1K
|
63.2K
$1.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
687New |
$13.8K - $13.8K
|
687
$13.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
15.1K+ 6.85% |
$302K - $303K
|
235K
$4.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
12.2KNew |
$244K - $245K
|
12.2K
$244K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
15+ 0.7% |
$301 - $302
|
2.15K
$43.2K
|
|
| Q3 2024 | |||||||
|
Aug 13, 2025
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
10.3KNew |
$207K - $209K
|
10.3K
$208K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
7.38KNew |
$148K - $149K
|
7.38K
$148K
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
12+ 0.79% |
$241 - $242
|
1.52K
$30.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
6.1K+ 17.16% |
$122K - $123K
|
41.6K
$836K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-50- 9.01% |
$1K - $1.01K
|
505
$10.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
257+ 0.16% |
$5.15K - $5.18K
|
156K
$3.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.13K+ 2.36% |
$22.6K - $22.7K
|
48.7K
$978K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.71K- 12.0% |
$34.3K - $34.5K
|
12.6K
$253K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
140New |
$2.8K - $2.82K
|
140
$2.81K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
5+ 0.73% |
$100 - $101
|
687
$13.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
186+ 1.12% |
$3.72K - $3.74K
|
16.8K
$337K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.82KNew |
$56.5K - $56.8K
|
2.82K
$56.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
646New |
$12.9K - $13K
|
646
$13K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-500- 33.09% |
$10K - $10.1K
|
1.01K
$20.3K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
14KNew |
$279K - $281K
|
14K
$280K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-188Closed |
$3.76K - $3.78K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20.3K+ 58.7% |
$406K - $408K
|
54.9K
$1.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.2KNew |
$204K - $205K
|
10.2K
$205K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
262New |
$5.25K - $5.27K
|
262
$5.26K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
10+ 0.81% |
$200 - $201
|
1.24K
$24.9K
|
|
|
Apr 17, 2024
Q1 2024
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-33.2K- 53.7% |
$664K - $667K
|
28.6K
$574K
|
|
| Q4 2023 | |||||||
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
179New |
$3.56K - $3.6K
|
179
$3.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.57KNew |
$51.2K - $51.8K
|
2.57K
$51.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.44K- 10.43% |
$28.7K - $29K
|
12.4K
$249K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
31+ 0.02% |
$617 - $624
|
133K
$2.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
4KNew |
$79.6K - $80.5K
|
4K
$80.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.3KNew |
$204K - $206K
|
10.3K
$206K
|
|
|
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
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-98- 5.26% |
$1.95K - $1.97K
|
1.77K
$35.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-46.2K- 39.11% |
$920K - $930K
|
72K
$1.45M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3K- 19.42% |
$59.7K - $60.4K
|
12.4K
$250K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
502+ 5.2% |
$9.99K - $10.1K
|
10.2K
$204K
|
|
|
Jan 18, 2024
Q4 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
10.9KNew |
$217K - $220K
|
10.9K
$219K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.59K- 13.14% |
$31.6K - $32K
|
10.5K
$211K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
11.5KNew |
$229K - $231K
|
11.5K
$231K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.3K- 6.51% |
$25.9K - $26.2K
|
18.7K
$375K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-85.9K- 71.4% |
$1.71M - $1.72M
|
34.4K
$691K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.23K- 10.85% |
$124K - $125K
|
51.2K
$1.03M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-418- 1.69% |
$8.32K - $8.36K
|
24.4K
$489K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
551+ 1.93% |
$11K - $11K
|
29.1K
$584K
|
|
|
Oct 23, 2023
Q3 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
17.1K+ 4.55% |
$341K - $343K
|
394K
$7.92M
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.33K- 11.35% |
$26.5K - $26.6K
|
10.4K
$209K
|
|
|
Oct 16, 2023
Q3 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
5.78K+ 20.05% |
$115K - $116K
|
34.6K
$696K
|
|