Institutional Ownership First Tr ETF Iii Municipal Hig (FMHI)
This table provides information about the institutional ownership of First Tr ETF Iii Municipal Hig (FMHI). We have compiled data on the 186 institutions that hold shares in the stock, with a total of 12.4 Million shares, which have been reported (via 13F filing form) to have a value of $574 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
1,468,443
shares
|
$68 Million
0.12% of portfolio
|
Q2 2025
Added 12.68%
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,142,047
shares
|
$52.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.69%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
917,298
shares
|
$42.5 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.22%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
828,835
shares
|
$38.4 Million
0.01% of portfolio
|
Q2 2025
Added 7.28%
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
397,988
shares
|
$18.4 Million
0.01% of portfolio
|
Q2 2025
Added 3.72%
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
395,980
shares
|
$18.3 Million
0.96% of portfolio
|
Q2 2025
Added 240.59%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
392,817
shares
|
$18.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 45.03%
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
373,838
shares
|
$17.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.29%
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
295,682
shares
|
$13.7 Million
0.95% of portfolio
|
Q2 2025
Reduced 6.78%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
271,231
shares
|
$12.6 Million
0.07% of portfolio
|
Q2 2025
Added 13.8%
|
|
Slate Stone Wealth, LLC
|
Aug 12, 2025 Q2 2025 |
257,873
shares
|
$11.9 Million
1.13% of portfolio
|
Q2 2025
Added 10.64%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
232,635
shares
|
$10.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
228,646
shares
|
$10.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jul 30, 2025 Q2 2025 |
208,500
shares
|
$9.66 Million
0.34% of portfolio
|
Q1 2025
New holding
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
206,049
shares
|
$9.54 Million
2.26% of portfolio
|
Q2 2025
Added 6.72%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
202,682
shares
|
$9.39 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
182,025
shares
|
$8.43 Million
1.23% of portfolio
|
Q2 2025
Reduced 27.51%
|
|
En Rich Financial Partners LLC
Madison, WI |
Jul 30, 2025 Q2 2025 |
168,173
shares
|
$7.79 Million
2.41% of portfolio
|
Q2 2025
Added 1.65%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
166,499
shares
|
$7.71 Million
0.0% of portfolio
|
Q2 2025
Added 19.42%
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
146,712
shares
|
$6.8 Million
0.0% of portfolio
|
Q1 2025
Added 5.96%
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
137,015
shares
|
$6.35 Million
0.87% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
131,035
shares
|
$6.07 Million
0.0% of portfolio
|
Q2 2025
Added 888.72%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
129,197
shares
|
$5.98 Million
0.0% of portfolio
|
Q3 2024
Added 0.85%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
124,595
shares
|
$5.77 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
101,612
shares
|
$4.71 Million
0.01% of portfolio
|
Q2 2025
Added 1.41%
|