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 164 institutions that hold shares in the stock, with a total of 10.7 Million shares, which have been reported (via 13F filing form) to have a value of $515 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
30,417
shares
|
$1.47 Million
0.7% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 24, 2024 Q3 2024 |
29,317
shares
|
$1.41 Million
0.72% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
28,775
shares
|
$1.39 Million
0.01% of portfolio
|
Q3 2024
Added 105.55%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
28,763
shares
|
$1.39 Million
0.37% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Triton Wealth Management, Pllc
|
Oct 04, 2024 Q3 2024 |
28,604
shares
|
$1.38 Million
0.81% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Nov 06, 2024 Q3 2024 |
28,036
shares
|
$1.35 Million
1.09% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
27,719
shares
|
$1.34 Million
0.19% of portfolio
|
Q3 2024
Added 11.17%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
26,720
shares
|
$1.29 Million
0.04% of portfolio
|
Q3 2024
Added 24.92%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
24,160
shares
|
$1.16 Million
0.01% of portfolio
|
Q3 2024
Added 19.79%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 11, 2024 Q3 2024 |
23,068
shares
|
$1.11 Million
0.32% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
21,916
shares
|
$1.06 Million
0.03% of portfolio
|
Q3 2024
Reduced 16.98%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
21,905
shares
|
$1.06 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
21,476
shares
|
$1.04 Million
0.15% of portfolio
|
Q1 2023
Added 36.2%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
21,154
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2024
Added 244.81%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
21,135
shares
|
$1.02 Million
0.02% of portfolio
|
Q3 2024
Added 53.56%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
20,750
shares
|
$1 Million
0.1% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
20,417
shares
|
$984,303
0.0% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
19,785
shares
|
$953,834
0.0% of portfolio
|
Q3 2024
Added 43.66%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
19,639
shares
|
$946,796
0.03% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
19,569
shares
|
$943,421
0.01% of portfolio
|
Q3 2024
Added 9.26%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
19,315
shares
|
$931,176
0.0% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
18,931
shares
|
$912,663
0.0% of portfolio
|
Q3 2024
Added 39.15%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
18,918
shares
|
$912,036
0.01% of portfolio
|
Q3 2024
Added 38.6%
|
|
|
Socha Financial Group, LLC
Corning, NY |
Oct 30, 2024 Q3 2024 |
18,854
shares
|
$908,951
0.4% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
18,755
shares
|
$904,178
0.0% of portfolio
|
Q3 2024
New holding
|