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 |
|---|---|---|---|---|---|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
5,562
shares
|
$268,144
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
5,453
shares
|
$262,889
0.1% of portfolio
|
Q3 2024
Reduced 14.65%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
5,383
shares
|
$259,514
0.01% of portfolio
|
Q2 2024
Added 25.1%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
5,379
shares
|
$259,321
0.06% of portfolio
|
Q3 2024
Reduced 46.91%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
5,264
shares
|
$253,777
0.0% of portfolio
|
Q2 2024
Reduced 32.29%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 07, 2024 Q3 2024 |
5,155
shares
|
$248,522
0.03% of portfolio
|
Q3 2024
Reduced 51.94%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
5,112
shares
|
$246,449
0.01% of portfolio
|
Q3 2024
Added 21.34%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
4,916
shares
|
$237,000
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Landmark Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
4,803
shares
|
$231,552
0.1% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
4,772
shares
|
$230,058
0.07% of portfolio
|
Q3 2024
Reduced 76.73%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
4,558
shares
|
$219,741
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
4,375
shares
|
$210,918
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
4,300
shares
|
$207,303
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
4,250
shares
|
$204,892
0.02% of portfolio
|
Q3 2024
Added 4.94%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
4,242
shares
|
$204,506
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 01, 2024 Q3 2024 |
4,129
shares
|
$199,059
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
2,500
shares
|
$120,525
0.03% of portfolio
|
Q1 2024
Added 66.67%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
2,431
shares
|
$117,198
0.0% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
2,200
shares
|
$106,062
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
2,100
shares
|
$101,241
0.05% of portfolio
|
Q3 2023
Added 110.0%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
1,880
shares
|
$90,634
0.02% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,870
shares
|
$90,152
0.0% of portfolio
|
Q3 2021
Reduced 3.1%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
1,855
shares
|
$89,429
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,171
shares
|
$56,453
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
1,107
shares
|
$53,368
0.01% of portfolio
|
Q4 2023
New holding
|