Latest Institutional Purchases of First Tr ETF Iii Enhanced Shor (FUMB)
This list provides information on the latest institutional transactions involving First Tr ETF Iii Enhanced Shor (FUMB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
22.5KNew |
$451K - $453K
|
22.5K
$452K
|
|
|
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
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
9.48K+ 50.4% |
$190K - $191K
|
28.3K
$568K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.46K+ 5.76% |
$29.3K - $29.4K
|
26.8K
$538K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.15KNew |
$23.1K - $23.2K
|
1.15K
$23.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.02K+ 8.22% |
$20.5K - $20.6K
|
13.5K
$270K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
687New |
$13.8K - $13.8K
|
687
$13.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
28+ 0.21% |
$561 - $564
|
13.6K
$274K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
15+ 0.7% |
$301 - $302
|
2.15K
$43.2K
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
96.8K+ 11.13% |
$1.94M - $1.95M
|
967K
$19.4M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
75.6K+ 52.58% |
$1.52M - $1.52M
|
219K
$4.41M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
67.6KNew |
$1.36M - $1.36M
|
67.6K
$1.36M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
32KNew |
$641K - $645K
|
32K
$642K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
30.8K+ 19.67% |
$617K - $620K
|
187K
$3.76M
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
24KNew |
$482K - $485K
|
24K
$483K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15.6K+ 14.8% |
$313K - $314K
|
121K
$2.43M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
15.3K+ 153.47% |
$307K - $309K
|
25.3K
$508K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
13.7KNew |
$275K - $277K
|
13.7K
$276K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.4KNew |
$229K - $230K
|
11.4K
$229K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.41K+ 14.39% |
$169K - $170K
|
66.9K
$1.34M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.32K+ 50.78% |
$167K - $168K
|
24.7K
$496K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.77K+ 5.93% |
$156K - $157K
|
139K
$2.79M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
7.38KNew |
$148K - $149K
|
7.38K
$148K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
6.1K+ 17.16% |
$122K - $123K
|
41.6K
$836K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.42K+ 0.67% |
$68.6K - $69K
|
516K
$10.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
3K+ 12.0% |
$60.2K - $60.5K
|
28K
$563K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.13K+ 2.36% |
$22.6K - $22.7K
|
48.7K
$978K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1K+ 51.55% |
$20.1K - $20.2K
|
2.94K
$59.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
841+ 3.41% |
$16.9K - $17K
|
25.5K
$513K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
588+ 2.02% |
$11.8K - $11.9K
|
29.6K
$596K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
523+ 1.58% |
$10.5K - $10.5K
|
33.7K
$676K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
415+ 1.53% |
$8.32K - $8.37K
|
27.6K
$555K
|
|
|
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
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
125New |
$2.51K - $2.52K
|
125
$2.51K
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
34+ 0.27% |
$682 - $686
|
12.5K
$251K
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
12+ 0.79% |
$241 - $242
|
1.52K
$30.6K
|
|
| Q2 2024 | |||||||
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
8.63KNew |
$173K - $174K
|
8.63K
$173K
|
|
|
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
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
186+ 1.12% |
$3.72K - $3.74K
|
16.8K
$337K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
140New |
$2.8K - $2.82K
|
140
$2.81K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
25+ 1.47% |
$501 - $503
|
1.73K
$34.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
5+ 0.73% |
$100 - $101
|
687
$13.8K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
22.7KNew |
$455K - $458K
|
22.7K
$457K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.3KNew |
$426K - $428K
|
21.3K
$427K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20.3K+ 58.7% |
$406K - $408K
|
54.9K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
14KNew |
$279K - $281K
|
14K
$280K
|
|
|
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
|
|