How many shares of FUMB does COMMONWEALTH EQUITY SERVICES, LLC own?

As of 2026-Q2, COMMONWEALTH EQUITY SERVICES, LLC holds 646,309 shares of FUMB (FIRST TR EXCH TRADED FD III).

What is COMMONWEALTH EQUITY SERVICES, LLC's FUMB position worth?

As of 2026-Q2, COMMONWEALTH EQUITY SERVICES, LLC's FUMB position is worth $13M.

Is COMMONWEALTH EQUITY SERVICES, LLC buying or selling FUMB?

In 2026-Q2, COMMONWEALTH EQUITY SERVICES, LLC increased their FUMB position (+121.8% change in shares).

When did COMMONWEALTH EQUITY SERVICES, LLC first buy FUMB?

Based on available 13F filings, COMMONWEALTH EQUITY SERVICES, LLC first reported a position in FUMB in 2019-Q2. They have held the position across 29 quarters.

Back to

COMMONWEALTH EQUITY SERVICES, LLC

FUMB
29 quarters

Position history for COMMONWEALTH EQUITY SERVICES, LLC's holdings in FIRST TR EXCH TRADED FD III

Current Value

$13M

Current Shares

646,309

Total Value Change

+$12.8M

Total Shares Change

+635,887

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	646,309	+121.8%	$13M	0.0%	$20.02	45
2026-Q1	Increased	291,453	+30.5%	$5.8M	0.0%	$19.87	34
2025-Q4	Increased	223,399	+3.4%	$4.5M	0.0%	$19.74	28
2025-Q3	Decreased	216,128	-2.7%	$4.3M	0.0%	$19.65	0
2025-Q2	Increased	222,217	+0.7%	$4.5M	0.0%	$19.51	27
2025-Q1	Decreased	220,737	-0.7%	$4.4M	0.0%	$19.36	0
2024-Q4	Increased	222,274	+2.5%	$4.5M	0.0%	$19.21	27
2024-Q3	Decreased	216,820	-3.0%	$4.4M	0.0%	$19.08	0
2024-Q2	Decreased	223,514	-15.0%	$4.5M	0.0%	$18.89	0
2024-Q1	Increased	262,977	+16.4%	$5.3M	0.0%	$18.74	31
2023-Q4	Increased	226,009	+1.8%	$4.5M	0.0%	$18.64	27
2023-Q3	Decreased	221,999	-8.7%	$4.4M	0.0%	$18.40	0
2023-Q2	Decreased	243,189	-14.5%	$4.9M	0.0%	$18.35	0
2023-Q1	Decreased	284,568	-8.3%	$5.7M	0.0%	$18.24	0
2022-Q4	Increased	310,168	+89.3%	$6.2M	0.0%	$18.13	43
2022-Q3	Decreased	163,836	-3.1%	$3.2M	0.0%	$17.93	0
2022-Q2	Increased	169,011	+16.5%	$3.4M	0.0%	$18.01	31
2022-Q1	Increased	145,027	+6.6%	$2.9M	0.0%	$17.97	28
2021-Q4	Increased	136,055	+11.2%	$2.7M	0.0%	$18.13	29
2021-Q3	Increased	122,361	+18.3%	$2.5M	0.0%	$18.13	31
2021-Q2	Increased	103,455	+6.9%	$2.1M	0.0%	$18.12	28
2021-Q1	Increased	96,739	+116.1%	$2M	0.0%	$18.11	42
2020-Q4	Decreased	44,758	-57.2%	$902,000	0.0%	$18.06	0
2020-Q3	Increased	104,472	+4.8%	$2.1M	0.0%	$18.01	27
2020-Q2	Increased	99,671	+31.8%	$2M	0.0%	$17.92	33
2020-Q1	Increased	75,612	+208.0%	$1.5M	0.0%	$17.89	41
2019-Q4	Increased	24,547	+14.5%	$493,000	0.0%	$17.84	28
2019-Q3	Increased	21,435	+105.7%	$430,000	0.0%	$17.77	39
2019-Q2	New	10,422	-	$209,000	0.0%	$17.66	32

Other major holders of FUMB: LPL Financial LLC, Rockefeller Capital Management L.P., MORGAN STANLEY

FUMB29 quarters

FUMB
29 quarters