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 |
|---|---|---|---|---|---|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
10,677
shares
|
$214,500
0.04% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
10,301
shares
|
$206,947
0.0% of portfolio
|
Q2 2025
Reduced 7.58%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
10,205
shares
|
$205,018
0.01% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
10,139
shares
|
$203,692
0.06% of portfolio
|
Q2 2025
Reduced 35.53%
|
|
|
Mattern Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
9,952
shares
|
$199,935
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
9,393
shares
|
$188,705
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
5,103
shares
|
$102,519
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
4,512
shares
|
$90,646
0.0% of portfolio
|
Q2 2025
Reduced 45.41%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
4,000
shares
|
$80,360
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
3,836
shares
|
$77,065
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
2,821
shares
|
$56,673
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
2,775
shares
|
$55,749
0.0% of portfolio
|
Q4 2024
Reduced 5.61%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
2,344
shares
|
$47,090
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
2,299
shares
|
$46,186
0.0% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,763
shares
|
$35,418
0.0% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
1,591
shares
|
$31,963
0.0% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
1,587
shares
|
$31,882
0.01% of portfolio
|
Q3 2025
Added 10.52%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
1,381
shares
|
$27,744
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
1,268
shares
|
$25,474
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,011
shares
|
$20,310
0.0% of portfolio
|
Q2 2024
Reduced 33.09%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
770
shares
|
$15,469
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
687
shares
|
$13,801
0.01% of portfolio
|
Q2 2024
Added 0.73%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
687
shares
|
$13,801
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
609
shares
|
$12,234
0.0% of portfolio
|
Q3 2025
Reduced 85.3%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
505
shares
|
$10,145
0.0% of portfolio
|
Q3 2024
Reduced 9.01%
|
|