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 Million shares, which have been reported (via 13F filing form) to have a value of $562 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
12,509
shares
|
$585,921
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
12,405
shares
|
$581,050
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
12,088
shares
|
$566,201
0.03% of portfolio
|
Q4 2024
Added 17.37%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
11,961
shares
|
$560,253
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
11,783
shares
|
$551,915
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
11,436
shares
|
$535,662
0.03% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
11,092
shares
|
$519,549
0.02% of portfolio
|
Q1 2025
Reduced 9.59%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
10,995
shares
|
$515,005
0.0% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
10,961
shares
|
$513,413
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
10,879
shares
|
$509,572
0.01% of portfolio
|
Q4 2022
Added 11.83%
|
|
|
Curran Financial Partners, LLC
|
Apr 21, 2025 Q1 2025 |
10,873
shares
|
$509,291
0.15% of portfolio
|
Q1 2025
Added 90.05%
|
|
|
Wealth Care Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
10,599
shares
|
$496,457
0.22% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
10,562
shares
|
$494,724
0.04% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
10,276
shares
|
$481,327
0.0% of portfolio
|
Q1 2025
Added 7.09%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
10,170
shares
|
$476,362
0.02% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Hedeker Wealth, LLC
|
May 06, 2025 Q1 2025 |
9,809
shares
|
$459,453
0.13% of portfolio
|
Q1 2025
Added 3.56%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
9,508
shares
|
$445,354
0.01% of portfolio
|
Q4 2024
Added 76.63%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
9,035
shares
|
$423,199
0.01% of portfolio
|
Q1 2025
Reduced 12.7%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 02, 2025 Q1 2025 |
9,034
shares
|
$423,152
0.01% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
8,457
shares
|
$396,125
0.04% of portfolio
|
Q1 2025
Reduced 16.74%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
8,400
shares
|
$393,456
0.01% of portfolio
|
Q1 2024
Added 100.0%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
8,285
shares
|
$388,069
0.01% of portfolio
|
Q4 2024
Added 10.01%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
8,228
shares
|
$385,399
0.01% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
8,199
shares
|
$384,041
0.0% of portfolio
|
Q1 2025
Reduced 38.66%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
8,114
shares
|
$380,059
0.18% of portfolio
|
Q1 2025
Reduced 3.5%
|