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 |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
24,350
shares
|
$489,922
0.0% of portfolio
|
Q4 2024
Reduced 22.58%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
22,503
shares
|
$452,760
0.0% of portfolio
|
Q4 2024
Reduced 24.09%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
22,500
shares
|
$452,700
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
22,292
shares
|
$448,515
0.0% of portfolio
|
Q4 2024
Reduced 12.65%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
18,677
shares
|
$375,781
0.01% of portfolio
|
Q4 2023
Reduced 6.51%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
18,200
shares
|
$366,184
0.06% of portfolio
|
Q4 2024
Reduced 6.43%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
17,678
shares
|
$355,681
0.01% of portfolio
|
Q1 2020
Reduced 94.34%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
17,124
shares
|
$344,534
0.04% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
15,726
shares
|
$316,407
0.11% of portfolio
|
Q3 2024
Reduced 12.42%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
15,233
shares
|
$306,487
0.01% of portfolio
|
Q4 2024
Reduced 45.73%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
15,231
shares
|
$306,447
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jan 22, 2025 Q4 2024 |
14,946
shares
|
$300,713
0.13% of portfolio
|
Q4 2024
Reduced 5.7%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
14,014
shares
|
$281,961
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
13,958
shares
|
$280,834
0.0% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
13,619
shares
|
$274,014
0.01% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
13,464
shares
|
$270,895
0.0% of portfolio
|
Q4 2024
Added 8.22%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
12,985
shares
|
$261,258
0.0% of portfolio
|
Q4 2024
Added 26.89%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
12,574
shares
|
$252,988
0.0% of portfolio
|
Q2 2024
Reduced 12.0%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
12,220
shares
|
$245,866
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
12,163
shares
|
$244,719
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Security Financial Services, Inc.
|
Feb 13, 2025 Q4 2024 |
12,104
shares
|
$243,532
0.05% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
11,788
shares
|
$237,174
0.01% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
11,146
shares
|
$224,257
0.0% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
10,000
shares
|
$201,200
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
8,266
shares
|
$166,311
0.0% of portfolio
|
Q4 2024
Reduced 1.77%
|