Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.33K- 11.35% |
$26.5K - $26.6K
|
10.4K
$209K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-418- 1.69% |
$8.32K - $8.36K
|
24.4K
$490K
|
|
Q2 2023 | |||||||
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-65.9K- 99.5% |
$1.31M - $1.32M
|
334
$6.72K
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.29K- 29.0% |
$105K - $106K
|
12.9K
$261K
|
|
Aug 01, 2023
Q2 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-500- 4.76% |
$9.95K - $10K
|
10K
$201K
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-300- 1.24% |
$5.97K - $6K
|
24K
$482K
|
|
Q1 2023 | |||||||
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-38K- 10.38% |
$756K - $761K
|
328K
$6.61M
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-23.5K- 68.89% |
$467K - $469K
|
10.6K
$213K
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-2.04K- 12.25% |
$40.7K - $40.9K
|
14.6K
$295K
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.95K- 11.99% |
$38.8K - $39.1K
|
14.3K
$289K
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.95K- 3.3% |
$38.8K - $39.1K
|
57.2K
$1.15M
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-359- 2.5% |
$7.14K - $7.18K
|
14K
$282K
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-100- 0.8% |
$1.99K - $2K
|
12.4K
$250K
|
|
Q4 2022 | |||||||
Jan 20, 2023
Q4 2022
|
Hedeker Wealth, LLC
|
SELL
|
- |
-17.8K- 44.95% |
$353K - $356K
|
21.8K
$439K
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-12.5K- 96.12% |
$248K - $250K
|
505
$10.2K
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-4.23K- 21.58% |
$83.7K - $84.5K
|
15.4K
$309K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-17K- 77.87% |
$336K - $339K
|
4.82K
$97K
|
|
Nov 14, 2022
Q3 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-11.3K- 48.68% |
$225K - $227K
|
12K
$241K
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-22- 1.39% |
$436 - $440
|
1.56K
$31.5K
|
|
Q2 2022 | |||||||
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-865Closed |
$17.2K - $17.3K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-30- 0.81% |
$597 - $600
|
3.65K
$73.5K
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-80KClosed |
$1.6M - $1.61M
|
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
|
|
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
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-16.6KClosed |
$334K - $335K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-15.7KClosed |
$316K - $317K
|
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
|
|
Q3 2021 | |||||||
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-35.4KClosed |
$714K - $715K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-10.8KClosed |
$218K - $218K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.5KClosed |
$50.4K - $50.5K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 10, 2023
Q2 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.5KClosed |
$30.2K - $30.3K
|
0
$0
|
|
Q1 2021 | |||||||
May 03, 2021
Q1 2021
|
Avestar Capital, LLC
|
SELL
|
- |
-25KClosed |
$504K - $506K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-19.8KClosed |
$399K - $401K
|
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
|
|
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
|