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 105 institutions that hold shares in the stock, with a total of 8.88 Million shares, which have been reported (via 13F filing form) to have a value of $178 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
90,154
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2025
Added 18.88%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
89,699
shares
|
$1.8 Million
0.0% of portfolio
|
Q3 2025
Reduced 17.09%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
77,566
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
66,748
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
63,215
shares
|
$1.27 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.54%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
61,296
shares
|
$1.23 Million
0.03% of portfolio
|
Q3 2025
Added 25.35%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
59,413
shares
|
$1.19 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
58,312
shares
|
$1.17 Million
0.03% of portfolio
|
Q3 2025
Added 26.5%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
57,209
shares
|
$1.15 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
57,209
shares
|
$1.15 Million
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
48,937
shares
|
$983,144
0.0% of portfolio
|
Q3 2025
Added 125.15%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
48,920
shares
|
$982,802
0.61% of portfolio
|
Q3 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
48,713
shares
|
$978,644
0.0% of portfolio
|
Q3 2025
Added 22.69%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
48,694
shares
|
$978,262
0.0% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
47,143
shares
|
$947,102
0.01% of portfolio
|
Q3 2025
Reduced 7.37%
|
|
|
Mcdonald Partners LLC
|
Nov 12, 2025 Q3 2025 |
43,500
shares
|
$873,915
0.27% of portfolio
|
Q2 2025
Reduced 4.4%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
43,405
shares
|
$872,006
0.21% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
41,611
shares
|
$835,964
0.01% of portfolio
|
Q3 2024
Added 17.16%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Nov 07, 2025 Q3 2025 |
41,431
shares
|
$832,348
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
38,627
shares
|
$776,016
0.01% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
35,772
shares
|
$718,659
0.02% of portfolio
|
Q3 2025
Added 62.87%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
35,000
shares
|
$703,150
0.04% of portfolio
|
Q3 2025
Reduced 14.63%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
33,495
shares
|
$672,914
0.16% of portfolio
|
Q4 2022
Added 22.66%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
32,913
shares
|
$661,222
0.01% of portfolio
|
Q3 2025
Reduced 10.94%
|
|