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 |
|---|---|---|---|---|---|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
5,123
shares
|
$239,961
0.03% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
5,000
shares
|
$234,200
0.05% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
4,916
shares
|
$230,265
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
4,774
shares
|
$223,614
0.01% of portfolio
|
Q4 2024
Reduced 6.61%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
4,558
shares
|
$213,496
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
4,415
shares
|
$206,798
0.0% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Apr 03, 2025 Q1 2025 |
4,392
shares
|
$205,721
0.03% of portfolio
|
Q1 2025
Reduced 15.1%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
4,375
shares
|
$204,925
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Feb 11, 2025 Q4 2024 |
4,280
shares
|
$200,475
0.12% of portfolio
|
Q4 2024
Reduced 27.4%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
3,805
shares
|
$178,226
0.07% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
2,776
shares
|
$130,027
0.01% of portfolio
|
Q1 2025
Reduced 27.0%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
2,200
shares
|
$103,048
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
2,100
shares
|
$98,364
0.04% of portfolio
|
Q3 2023
Added 110.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
1,945
shares
|
$91,103
0.0% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,870
shares
|
$87,590
0.0% of portfolio
|
Q3 2021
Reduced 3.1%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
1,824
shares
|
$85,436
0.02% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
1,392
shares
|
$65,201
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,298
shares
|
$60,798
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
1,293
shares
|
$60,564
0.01% of portfolio
|
Q4 2024
Added 180.48%
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
1,171
shares
|
$54,849
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
1,107
shares
|
$51,851
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,028
shares
|
$48,151
0.02% of portfolio
|
Q1 2023
Added 127.43%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
868
shares
|
$40,657
0.0% of portfolio
|
Q4 2024
Added 187.42%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
639
shares
|
$29,930
0.01% of portfolio
|
Q3 2024
Reduced 10.63%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
625
shares
|
$29,275
0.0% of portfolio
|
Q2 2024
New holding
|