Home › FUMB

Who holds FUMB

FIRST TR EXCH TRADED FD III · 60 funds in the latest indexed 13Fs.

Export CSV

FundSharesValue% of portfolio
MORGAN STANLEY778.2K$15.6M0.0%
WELLS FARGO & COMPANY/MN669.7K$13.4M0.0%
LPL Financial LLC652.5K$13.1M0.0%
COMMONWEALTH EQUITY SERVICES, LLC646.3K$13.0M0.0%
GSG Advisors LLC517.7K$10.4M2.3%
ROYAL BANK OF CANADA348.0K$7.0M0.0%
OSAIC HOLDINGS, INC.344.1K$6.9M0.0%
RAYMOND JAMES FINANCIAL INC337.9K$6.8M0.0%
NewEdge Advisors, LLC256.6K$5.1M0.0%
VAQUERO PRIVATE WEALTH, LTD237.8K$4.8M1.0%
UBS Group AG229.2K$4.6M0.0%
JPMORGAN CHASE & CO171.1K$3.4M0.0%
J.W. COLE ADVISORS, INC.158.6K$3.2M0.1%
KESTRA PRIVATE WEALTH SERVICES, LLC157.8K$3.2M0.0%
Kestra Advisory Services, LLC141.2K$2.8M0.0%
Rockefeller Capital Management L.P.125.3K$2.5M0.0%
Baird Financial Group, Inc.124.4K$2.5M0.0%
Gateway Wealth Partners, LLC109.0K$2.2M0.1%
Insight Inv LLC108.5K$2.2M1.0%
THRIVENT FINANCIAL FOR LUTHERANS99.7K$2.0M0.0%
TRUIST FINANCIAL CORP94.7K$1.9M0.0%
Cambridge Investment Research Advisors, Inc.93.4K$1.9M0.0%
Cetera Investment Advisers89.3K$1.8M0.0%
CAPITAL FINANCIAL GROUP INC\CO\ /ADV82.4K$1.7M0.9%
White Wing Wealth Management79.9K$1.6M0.8%
ENVESTNET ASSET MANAGEMENT INC79.5K$1.6M0.0%
Sanctuary Advisors, LLC69.1K$1.4M0.0%
Summit Financial, LLC66.5K$1.3M0.0%
Mainsail Financial Group, LLC62.5K$1.3M0.4%
Rothschild Wealth LLC62.5K$1.3M0.1%
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC59.5K$1.2M0.8%
WealthBridge Capital Management, LLC57.3K$1.1M0.2%
Ashton Thomas Private Wealth, LLC55.0K$1.1M0.0%
INSPIRION WEALTH ADVISORS, LLC48.9K$980,3290.1%
Prospera Financial Services Inc45.9K$920,6610.0%
JAMES INVESTMENT RESEARCH, INC.45.6K$913,9260.1%
GOLDMAN SACHS GROUP INC44.7K$895,4760.0%
MCDONALD PARTNERS LLC42.5K$852,3380.2%
Occidental Asset Management, LLC41.5K$832,8040.1%
Private Advisor Group, LLC39.9K$799,9270.0%
Meridian Wealth Management, LLC35.7K$716,8060.0%
Dynamic Advisor Solutions LLC35.4K$710,4890.0%
BENJAMIN EDWARDS INC28.6K$572,9820.0%
Capital Investment Advisory Services, LLC28.0K$561,0390.0%
Concurrent Investment Advisors, LLC26.4K$529,6730.0%
Norris Financial Group, LLC24.7K$495,6590.2%
Envestnet Portfolio Solutions, Inc.23.5K$471,5530.0%
HARBOUR INVESTMENTS, INC.22.4K$448,9110.0%
MGO ONE SEVEN LLC20.5K$411,4280.0%
Keating Financial Advisory Services, Inc.20.1K$404,0680.1%
AE Wealth Management LLC19.9K$398,3730.0%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC19.5K$391,0730.0%
HRT FINANCIAL LP19.1K$383,0000.0%
JANE STREET GROUP, LLC19.0K$381,6670.0%
STIFEL FINANCIAL CORP18.9K$378,2380.0%
RFG Advisory, LLC18.7K$375,7540.0%
Advisory Services Network, LLC17.0K$340,3670.0%
Capital Analysts, LLC15.7K$315,0000.0%
Tower Research Capital LLC (TRC)14.8K$295,8310.0%
World Investment Advisors14.3K$286,5950.0%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter

{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}