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FUMBFUMB
7 quarters

Position history for RAYMOND JAMES FINANCIAL INCRAYMOND JAMES FINANCIAL INC's holdings in FIRST TR EXCH TRADED FD III

RAYMOND JAMES FINANCIAL INC holds 337,934 shares of FUMB (FIRST TR EXCH TRADED FD III), worth $6.8M as of 2026-Q2. The position was increased (+22.0% shares). FUMB represents 0.0% of RAYMOND JAMES FINANCIAL INC's portfolio.

Current Value

$6.8M

Current Shares

337,934

Total Value Change

+$1.7M

Total Shares Change

+85,588

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
337,934
+22.0%
$6.8M0.0%$20.02
33
2026-Q1
Increased
276,925
+5.7%
$5.6M0.0%$19.87
29
2025-Q4
Decreased
262,008
-7.4%
$5.3M0.0%$19.74
0
2025-Q3
Increased
282,938
+2.3%
$5.7M0.0%$19.65
28
2025-Q2
Increased
276,645
+13.1%
$5.6M0.0%$19.51
31
2025-Q1
Decreased
244,591
-3.1%
$4.9M0.0%$19.36
0
2024-Q4
New
252,346
-
$5.1M0.0%$19.21
37

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

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