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FUMBFUMB
Showing 8 of 26 quarters

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

Yes. Newedge Group holds 256,610 shares of FUMB, worth $5.1M, as of its Q2 2026 13F filing. It reduced the position by 16,896 shares (-6.2%) from Q1 2026. Newedge Group has held FUMB since Q1 2020, across 26 quarterly 13F filings.

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%$19.88
0
2026-Q1
Decreased
273,506
-58.6%
$5.5M0.0%$19.74
0
2025-Q4
Decreased
660,857
-1.7%
$13.3M0.0%$19.62
0
2025-Q3
Increased
672,154
+3.3%
$13.5M0.1%$19.52
29
2025-Q2
Decreased
650,815
-0.7%
$13.1M0.1%$19.38
0
2025-Q1
Decreased
655,130
-2.6%
$13.2M0.1%$19.24
0
2024-Q4
Increased
672,846
+10.1%
$13.5M0.1%$19.08
31
2024-Q3
Decreased
611,358
-2.4%
$12.3M0.1%$18.96
0

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

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