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 96 institutions that hold shares in the stock, with a total of 7.74 Million shares, which have been reported (via 13F filing form) to have a value of $156 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
57,209
shares
|
$1.15 Million
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
55,223
shares
|
$1.11 Million
0.01% of portfolio
|
Q4 2024
Reduced 16.47%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 13, 2025 Q4 2024 |
51,633
shares
|
$1.04 Million
0.33% of portfolio
|
Q4 2024
Reduced 13.94%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
50,000
shares
|
$1.01 Million
0.21% of portfolio
|
Q2 2023
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
49,802
shares
|
$1 Million
0.0% of portfolio
|
Q4 2024
Reduced 13.48%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
48,901
shares
|
$983,888
0.04% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
48,694
shares
|
$979,723
0.0% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
45,971
shares
|
$924,936
0.22% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Mcdonald Partners LLC
|
Jan 31, 2025 Q4 2024 |
45,500
shares
|
$915,460
0.24% of portfolio
|
Q2 2024
Reduced 7.14%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
41,611
shares
|
$837,213
0.01% of portfolio
|
Q3 2024
Added 17.16%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
40,549
shares
|
$815,845
0.03% of portfolio
|
Q4 2024
Reduced 43.55%
|
|
|
Naviter Wealth, LLC
|
Feb 07, 2025 Q4 2024 |
40,375
shares
|
$812,345
0.1% of portfolio
|
Q4 2024
Added 12.22%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
37,180
shares
|
$748,061
0.0% of portfolio
|
Q4 2024
Reduced 45.9%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
34,992
shares
|
$704,039
0.02% of portfolio
|
Q4 2024
Added 9.42%
|
|
|
Trust CO Of Oklahoma
|
Jan 17, 2025 Q4 2024 |
34,625
shares
|
$696,655
0.23% of portfolio
|
Q3 2023
Added 20.05%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
34,553
shares
|
$695,206
0.03% of portfolio
|
Q4 2024
Added 222.17%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
33,676
shares
|
$677,561
0.0% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
33,495
shares
|
$673,919
0.16% of portfolio
|
Q4 2022
Added 22.66%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
30,925
shares
|
$622,211
0.18% of portfolio
|
Q4 2024
Added 22.24%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
30,245
shares
|
$608,529
0.0% of portfolio
|
Q4 2024
Added 22.45%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
29,232
shares
|
$588,147
0.04% of portfolio
|
Q4 2024
Added 5.84%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
29,000
shares
|
$583,480
0.03% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
28,275
shares
|
$568,893
0.4% of portfolio
|
Q4 2024
Added 50.4%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
26,802
shares
|
$539,256
0.06% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Feb 11, 2025 Q4 2024 |
25,231
shares
|
$507,647
0.29% of portfolio
|
Q4 2024
Added 4.99%
|