Institutional Ownership First Tr ETF Iii Enhanced Shor (FUMB)
This table provides information about the institutional ownership of First Tr ETF Iii Enhanced Shor (FUMB). We have compiled data on the 103 institutions that hold shares in the stock, with a total of 8.66 Million shares, which have been reported (via 13F filing form) to have a value of $174 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
897,050
shares
|
$18 Million
0.0% of portfolio
|
Q3 2025
Added 11.79%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
773,273
shares
|
$15.5 Million
0.0% of portfolio
|
Q3 2025
Added 5.29%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
672,154
shares
|
$13.5 Million
0.07% of portfolio
|
Q3 2025
Added 3.28%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
613,679
shares
|
$12.3 Million
0.0% of portfolio
|
Q3 2025
Added 4.24%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
507,182
shares
|
$10.2 Million
0.85% of portfolio
|
Q3 2025
Added 5.32%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
386,246
shares
|
$7.76 Million
0.0% of portfolio
|
Q2 2025
Added 6.46%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
282,938
shares
|
$5.68 Million
0.0% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
267,701
shares
|
$5.38 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
216,128
shares
|
$4.34 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Ubs Group Ag
|
Jan 29, 2026 Q4 2025 |
208,321
shares
|
$4.19 Million
0.0% of portfolio
|
Q4 2025
Added 9.86%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
199,330
shares
|
$4 Million
0.0% of portfolio
|
Q3 2025
Added 20.56%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
156,396
shares
|
$3.14 Million
0.0% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
154,598
shares
|
$3.11 Million
0.02% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Insight Inv LLC
El Segundo, CA |
Oct 28, 2025 Q3 2025 |
150,745
shares
|
$3.03 Million
1.8% of portfolio
|
Q3 2025
Added 15.96%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
143,962
shares
|
$2.89 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.6%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 29, 2026 Q4 2025 |
137,400
shares
|
$2.76 Million
0.04% of portfolio
|
Q4 2025
Added 36.17%
|
|
|
James Investment Research Inc
|
Jan 29, 2026 Q4 2025 |
129,935
shares
|
$2.61 Million
0.3% of portfolio
|
Q4 2025
Reduced 6.02%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
126,870
shares
|
$2.55 Million
0.0% of portfolio
|
Q3 2025
Added 914.96%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
124,125
shares
|
$2.49 Million
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
122,580
shares
|
$2.46 Million
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
118,836
shares
|
$2.39 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jan 22, 2026 Q4 2025 |
107,245
shares
|
$2.15 Million
0.89% of portfolio
|
Q4 2025
Reduced 62.65%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
105,247
shares
|
$2.11 Million
0.0% of portfolio
|
Q3 2025
Added 85.27%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
103,692
shares
|
$2.08 Million
0.37% of portfolio
|
Q1 2023
Added 29.65%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
92,823
shares
|
$1.86 Million
0.0% of portfolio
|
Q3 2025
Added 28.91%
|
|