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FUMBFUMB
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Position history for NewEdge Advisors, LLCNewEdge Advisors, LLC's holdings in FIRST TR EXCH TRADED FD III

NewEdge Advisors, LLC holds 256,610 shares of FUMB (FIRST TR EXCH TRADED FD III), worth $5.1M as of 2026-Q2. The position was decreased (-6.2% shares). FUMB represents 0.0% of NewEdge Advisors, LLC's portfolio.

Current Value

$5.1M

Current Shares

256,610

Total Value Change

-$7.2M

Total Shares Change

-354,748

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
256,610
-6.2%
$5.1M0.0%$20.02
0
2026-Q1
Decreased
273,506
-58.6%
$5.5M0.0%$19.87
0
2025-Q4
Decreased
660,857
-1.7%
$13.3M0.0%$19.74
0
2025-Q3
Increased
672,154
+3.3%
$13.5M0.1%$19.65
29
2025-Q2
Decreased
650,815
-0.7%
$13.1M0.1%$19.51
0
2025-Q1
Decreased
655,130
-2.6%
$13.2M0.1%$19.36
0
2024-Q4
Increased
672,846
+10.1%
$13.5M0.1%$19.21
31
2024-Q3
Decreased
611,358
-2.4%
$12.3M0.1%$19.08
0

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

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