Purchases and Sales Made in Q4 2025 in First Tr ETF Iii Enhanced Shor (FUMB)
This table provides information about the institutional ownership of First Tr ETF Iii Enhanced Shor (FUMB) during Q4 2025. The information is specifically focused on institutions that hold shares of FIRST TR ETF III ENHANCED SHOR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
12.5KNew |
$251K - $252K
|
12.5K
$252K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.18K+ 250.55% |
$63.7K - $63.9K
|
4.45K
$89.3K
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.9K+ 13.03% |
$58.2K - $58.3K
|
25.2K
$505K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.5KNew |
$50.2K - $50.3K
|
2.5K
$50.2K
|
|
|
Jan 21, 2026
Q4 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
848+ 1.95% |
$17K - $17.1K
|
44.3K
$889K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
217+ 0.77% |
$4.35K - $4.37K
|
28.5K
$572K
|
|
|
Jan 08, 2026
Q4 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
112+ 0.69% |
$2.25K - $2.25K
|
16.4K
$329K
|
|
|
Jan 15, 2026
Q4 2025
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-679- 3.61% |
$13.6K - $13.7K
|
18.1K
$365K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.06K- 3.75% |
$21.2K - $21.2K
|
27.1K
$545K
|
|
|
Jan 08, 2026
Q4 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-46.9K- 48.41% |
$941K - $944K
|
50K
$1M
|
|
|
Jan 22, 2026
Q4 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-180K- 62.65% |
$3.61M - $3.62M
|
107K
$2.15M
|
|