FUNC / First United Corporation - Institutional Ownership - Buyers

First United Corporation
US ˙ NasdaqGS ˙ US33741H1077

Institutional and Fund Ownership - Buyers

Major holders that have opened new positions in First United Corporation include Two Sigma Investments, Lp, Two Sigma Advisers, Lp, Corton Capital Inc., Nuveen, LLC, Rhumbline Advisers, MetLife Investment Management, LLC, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd., Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A, Police & Firemen's Retirement System of New Jersey, TD Waterhouse Canada Inc., Raymond James Financial Inc, EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB, EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB, FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF, Amalgamated Bank, EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB, SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares, Sterling Capital Management LLC, RYRUX - Russell 2000 2x Strategy Fund A-Class Shares, and EverSource Wealth Advisors, LLC .

This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.

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File Date Source Investor Type Avg Price
(Est)
Shares Δ Shares
(%)
Reported
Value
($1000)
Δ Value
(%)
Port Alloc
(%)
2025-08-14 13F Two Sigma Investments, Lp 35,280 1,094
2025-08-14 13F Fourthstone LLC 95,617 2,965
2025-08-12 13F Charles Schwab Investment Management Inc 17,974 557
2025-08-14 13F Raymond James Financial Inc 643 20
2025-08-13 13F EverSource Wealth Advisors, LLC 18 1
2025-08-26 NP TRSYX - T. Rowe Price Small-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 567 759.09 18 1,600.00
2025-08-13 13F Invesco Ltd. 11,105 3.39 344 6.83
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 8 0
2025-08-14 13F Royal Bank Of Canada 19,935 17.78 618 21.65
2025-08-15 13F Morgan Stanley 55,817 31.41 1,731 35.69
2025-08-13 13F De Lisle Partners LLP 150,390 7.90 4,670 12.29
2025-08-14 13F State Street Corp 67,214 153.46 2,084 161.81
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 37,557 9.06 1,118 -0.27
2025-07-24 NP FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8,273 7.27 249 -10.14
2025-08-14 13F Two Sigma Advisers, Lp 9,800 304
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 1,167 36
2025-08-11 13F Empowered Funds, LLC 29,010 9.27 900 12.80
2025-08-12 13F Proequities, Inc. 0 0
2025-08-28 NP SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 186 6
2025-08-14 13F Bridgeway Capital Management Inc 70,378 3.62 2,182 7.07
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 2 0
2025-08-07 13F Acadian Asset Management Llc 91,972 3.49 3 0.00
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 848 3.29 26 85.71
2025-08-14 13F California State Teachers Retirement System 376 12
2025-08-26 NP FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF 207 6
2025-08-04 13F Amalgamated Bank 206 0
2025-08-08 13F/A Sterling Capital Management LLC 163 5
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 3,293 102
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 10,430 6.97 323 88.89
2025-08-12 13F BlackRock, Inc. 330,574 281.73 10,251 294.42
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 14 0
2025-08-11 13F TD Waterhouse Canada Inc. 930 31
2025-07-24 NP FSKAX - Fidelity Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11,395 7.89 342 -9.52
2025-08-12 13F Rhumbline Advisers 5,736 178
2025-08-13 13F Northern Trust Corp 64,672 108.32 2,005 115.36
2025-08-12 13F Jpmorgan Chase & Co 4,777 7,137.88 148 14,700.00
2025-08-27 NP VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,875 80.65 120 87.50
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 615 3.71 19 90.00
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 210 7
2025-08-05 13F Corton Capital Inc. 8,547 265
2025-08-11 13F Vanguard Group Inc 344,627 13.09 10,687 16.81
2025-08-29 NP BSVO - EA Bridgeway Omni Small-Cap Value ETF 28,970 9.12 898 12.67
2025-08-04 13F Strs Ohio 1,200 37
2025-08-14 13F Citadel Advisors Llc 36,467 12.43 1,131 16.14
2025-08-08 13F Geode Capital Management, Llc 139,939 112.33 4,340 119.30
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 210 7
2025-08-14 13F Fmr Llc 6,479 616.70 201 640.74
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 2,254 70
2025-08-14 13F Wells Fargo & Company/mn 3,864 620.90 120 643.75
2025-07-24 NP FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 31,938 0.20 960 -15.88
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 1,257 21.33 39 22.58
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 31 1
2025-07-28 NP AVSC - Avantis U.S. Small Cap Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,999 42.46 210 20.00
2025-07-28 NP AVUV - Avantis U.S. Small Cap Value ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 78,139 11.26 2,348 -6.57
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 204 6
2025-08-13 13F MetLife Investment Management, LLC 3,733 116
2025-08-12 13F Hillsdale Investment Management Inc. 52,480 29,055.56 1,627 32,440.00
2025-08-13 13F New York State Common Retirement Fund 3,400 0
2025-08-08 13F Angel Oak Capital Advisors, LLC 33,700 31.13 1,045 35.54
2025-08-22 NP FISVX - Fidelity Small Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,531 166.90 203 369.77
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 2,869 7.53 89 87.23
2025-08-05 13F Bank of New York Mellon Corp 29,119 79.22 903 85.22
2025-08-13 13F Renaissance Technologies Llc 122,095 8.15 3,786 11.71
2025-09-04 13F/A Advisor Group Holdings, Inc. 6,921 215
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 973 30
2025-08-12 13F Nuveen, LLC 7,837 243
2025-08-12 13F American Century Companies Inc 91,454 1.61 2,836 4.92
2025-08-14 13F Price T Rowe Associates Inc /md/ 10,929 38.32 0
2025-08-12 13F Ameritas Investment Partners, Inc. 615 19
2025-08-15 13F Tower Research Capital LLC (TRC) 73 2
2025-06-27 NP Angel Oak Financial Strategies Income Term Trust 16,700 351.35 497 314.17
2025-08-14 13F Bank Of America Corp /de/ 5,217 154.49 162 163.93
2025-08-12 13F Legal & General Group Plc 544 17
2025-08-14 13F Bnp Paribas Arbitrage, Sa 754 23
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DE:FU3 €31.00
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