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 |
|---|---|---|---|---|---|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
30,000
shares
|
$602,700
0.1% of portfolio
|
Q3 2025
Reduced 25.0%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
28,272
shares
|
$567,984
0.02% of portfolio
|
Q3 2025
Added 46.18%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
28,257
shares
|
$567,683
0.02% of portfolio
|
Q3 2025
Added 135.48%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
28,181
shares
|
$566,156
0.05% of portfolio
|
Q3 2025
Reduced 3.89%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
26,584
shares
|
$534,072
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Nov 13, 2025 Q3 2025 |
24,060
shares
|
$483,365
0.19% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
23,352
shares
|
$469,141
0.01% of portfolio
|
Q3 2025
Reduced 64.78%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
22,500
shares
|
$452,025
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Occidental Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
22,250
shares
|
$447,002
0.06% of portfolio
|
Q3 2025
Added 7.49%
|
|
|
One Plus One Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
18,826
shares
|
$378,214
0.27% of portfolio
|
Q3 2025
Reduced 37.27%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
18,677
shares
|
$375,220
0.01% of portfolio
|
Q4 2023
Reduced 6.51%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
18,460
shares
|
$370,861
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
17,678
shares
|
$355,151
0.01% of portfolio
|
Q1 2020
Reduced 94.34%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
16,861
shares
|
$338,737
0.0% of portfolio
|
Q3 2025
Added 21.17%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Oct 20, 2025 Q3 2025 |
16,261
shares
|
$326,683
0.09% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
16,125
shares
|
$323,951
0.01% of portfolio
|
Q3 2025
Added 12.17%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
16,108
shares
|
$323,609
0.03% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
15,200
shares
|
$305,368
0.03% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
15,199
shares
|
$305,347
0.0% of portfolio
|
Q3 2025
Reduced 5.75%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
14,837
shares
|
$298,075
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
14,404
shares
|
$289,376
0.0% of portfolio
|
Q3 2025
Reduced 9.7%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
13,552
shares
|
$272,259
0.05% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
12,672
shares
|
$254,580
0.0% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
12,574
shares
|
$252,611
0.0% of portfolio
|
Q2 2024
Reduced 12.0%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
12,163
shares
|
$244,354
0.01% of portfolio
|
Q4 2024
New holding
|
|