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FUMBFUMB
Showing 8 of 26 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in FIRST TR EXCH TRADED FD III

LPL Financial LLC holds 652,475 shares of FUMB (FIRST TR EXCH TRADED FD III), worth $13.1M as of 2026-Q2. The position was decreased (-25.8% shares). FUMB represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$13.1M

Current Shares

652,475

Total Value Change

-$6.4M

Total Shares Change

-314,236

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
652,475
-25.8%
$13.1M0.0%$20.02
0
2026-Q1
Increased
879,542
+16.4%
$17.6M0.0%$19.87
33
2025-Q4
Decreased
755,634
-2.3%
$15.2M0.0%$19.74
0
2025-Q3
Increased
773,273
+5.3%
$15.5M0.0%$19.65
30
2025-Q2
Decreased
734,455
-2.4%
$14.8M0.0%$19.51
0
2025-Q1
Decreased
752,563
-14.8%
$15.1M0.0%$19.36
0
2024-Q4
Decreased
883,554
-8.6%
$17.8M0.0%$19.21
0
2024-Q3
Increased
966,711
+11.1%
$19.4M0.0%$19.08
32

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

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