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 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
42+ 0.39% |
$832 - $839
|
10.8K
$216K
|
|
|
Jan 20, 2023
Q4 2022
|
Hedeker Wealth, LLC
|
SELL
|
- |
-17.8K- 44.95% |
$353K - $356K
|
21.8K
$439K
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
16.7KNew |
$330K - $333K
|
16.7K
$336K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
6.19K+ 22.66% |
$123K - $124K
|
33.5K
$674K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-11.3K- 48.68% |
$225K - $227K
|
12K
$241K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-17K- 77.87% |
$336K - $339K
|
4.82K
$96.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
25KNew |
$496K - $501K
|
25K
$503K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-22- 1.39% |
$436 - $440
|
1.56K
$31.5K
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
2.98K+ 44.16% |
$59K - $59.6K
|
9.73K
$196K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
2.34KNew |
$46.5K - $46.9K
|
2.34K
$47.2K
|
|
|
Oct 28, 2022
Q3 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
2.91K+ 21.03% |
$57.6K - $58.2K
|
16.7K
$337K
|
|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
188KNew |
$3.73M - $3.77M
|
188K
$3.79M
|
|
| Q2 2022 | |||||||
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
8.23KNew |
$164K - $165K
|
8.23K
$166K
|
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-30- 0.81% |
$597 - $600
|
3.65K
$73.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
83New |
$1.65K - $1.66K
|
83
$1.67K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-865Closed |
$17.2K - $17.3K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
18.3KNew |
$364K - $366K
|
18.3K
$368K
|
|
|
Jul 19, 2022
Q2 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
14.4KNew |
$286K - $287K
|
14.4K
$289K
|
|
| Q1 2022 | |||||||
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
25.8KNew |
$514K - $519K
|
25.8K
$518K
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
11.2KNew |
$224K - $226K
|
11.2K
$225K
|
|
|
May 16, 2022
Q1 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-80KClosed |
$1.6M - $1.61M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-9.93KClosed |
$198K - $200K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-4.16KClosed |
$83.1K - $83.9K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-21.3KClosed |
$424K - $428K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-17.2KClosed |
$344K - $347K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-16.6KClosed |
$334K - $335K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-10.8KClosed |
$216K - $217K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-10.3KClosed |
$208K - $208K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-15.7KClosed |
$316K - $317K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.5KClosed |
$50.4K - $50.5K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-10.8KClosed |
$218K - $218K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-35.4KClosed |
$714K - $715K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
75New |
$1.51K - $1.52K
|
75
$1.51K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-19.8KClosed |
$399K - $401K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Avestar Capital, LLC
|
SELL
|
- |
-25KClosed |
$504K - $506K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-10KClosed |
$202K - $202K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-30Closed |
$605 - $607
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 08, 2021
Q4 2020
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-32.7KClosed |
$658K - $660K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1KClosed |
$20.1K - $20.2K
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
23.2KNew |
$467K - $469K
|
23.2K
$467K
|
|
| Q3 2020 | |||||||
|
Oct 20, 2020
Q3 2020
|
Wedbush Securities Inc
|
SELL
|
- |
-11.6KClosed |
$232K - $234K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-5.67KClosed |
$113K - $115K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-16.7K- 94.34% |
$328K - $338K
|
1K
$20.1K
|
|
|
May 15, 2020
Q1 2020
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-12.6KClosed |
$247K - $254K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-148KClosed |
$2.97M - $2.98M
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-20KClosed |
$401K - $402K
|
0
$0
|
|