Purchases and Sales Made in Q2 2023 in First Tr ETF Iii Municipal Hig (FMHI)
This table provides information about the institutional ownership of First Tr ETF Iii Municipal Hig (FMHI) during Q2 2023. The information is specifically focused on institutions that hold shares of FIRST TR ETF III MUNICIPAL HIG.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
119K+ 1625.39% |
$5.48M - $5.64M
|
126K
$6.09M
|
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
105KNew |
$4.84M - $4.99M
|
105K
$5.08M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
104K+ 1035.14% |
$4.81M - $4.95M
|
114K
$5.53M
|
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
64.7K+ 114.16% |
$2.98M - $3.07M
|
121K
$5.86M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
51.1KNew |
$2.35M - $2.42M
|
51.1K
$2.47M
|
|
|
Jul 21, 2023
Q2 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
45.3K+ 419.99% |
$2.09M - $2.15M
|
56K
$2.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
37.3K+ 209.61% |
$1.72M - $1.77M
|
55.1K
$2.66M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
32.9K+ 11.38% |
$1.52M - $1.56M
|
322K
$15.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
30.6KNew |
$1.41M - $1.45M
|
30.6K
$1.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
26.4KNew |
$1.22M - $1.25M
|
26.4K
$1.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
20.7K+ 39.44% |
$952K - $981K
|
73K
$3.53M
|
|
|
Jan 12, 2024
Q2 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
20.1KNew |
$927K - $955K
|
20.1K
$971K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
18.6K+ 32.05% |
$855K - $881K
|
76.4K
$3.69M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
17.6K+ 148.58% |
$812K - $837K
|
29.5K
$1.42M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
16.8KNew |
$773K - $796K
|
16.8K
$810K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.9K+ 3.99% |
$731K - $754K
|
414K
$20M
|
|
|
Aug 31, 2023
Q2 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
12.8K+ 10.35% |
$592K - $610K
|
137K
$6.61M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.3KNew |
$519K - $535K
|
11.3K
$544K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11K+ 62.74% |
$506K - $522K
|
28.5K
$1.38M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
10.8K+ 13.14% |
$497K - $512K
|
93K
$4.49M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.6K+ 12.46% |
$490K - $505K
|
96K
$4.64M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.5KNew |
$485K - $500K
|
10.5K
$509K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
10.5KNew |
$482K - $496K
|
10.5K
$505K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.67K+ 76.61% |
$445K - $459K
|
22.3K
$1.08M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
8.89K+ 154.08% |
$410K - $422K
|
14.7K
$708K
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
7.1KNew |
$327K - $337K
|
7.1K
$343K
|
|
|
Aug 01, 2023
Q2 2023
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
7KNew |
$322K - $332K
|
7K
$338K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.22K+ 31.34% |
$287K - $295K
|
26.1K
$1.26M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.18K+ 59.01% |
$285K - $293K
|
16.6K
$804K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.74K+ 35.65% |
$264K - $272K
|
21.8K
$1.05M
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.61K+ 53.47% |
$212K - $219K
|
13.2K
$639K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.52K+ 22.52% |
$208K - $214K
|
24.6K
$1.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.32K+ 6.43% |
$153K - $158K
|
55K
$2.66M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.04K+ 17.88% |
$140K - $144K
|
20K
$967K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.77K+ 48.84% |
$128K - $131K
|
8.44K
$407K
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
2.7K+ 25.63% |
$125K - $128K
|
13.2K
$640K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
2.28K+ 9.88% |
$105K - $108K
|
25.3K
$1.22M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.78K+ 0.66% |
$81.9K - $84.4K
|
273K
$13.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.18K+ 21.94% |
$54.1K - $55.8K
|
6.53K
$315K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.05K+ 13.51% |
$48.4K - $49.8K
|
8.82K
$426K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
852New |
$39.3K - $40.4K
|
852
$41.1K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
844New |
$38.9K - $40.1K
|
844
$40.8K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
780+ 10.96% |
$35.9K - $37K
|
7.89K
$381K
|
|
|
Aug 08, 2023
Q2 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
718+ 5.19% |
$33.1K - $34.1K
|
14.6K
$703K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
700+ 10.8% |
$32.2K - $33.2K
|
7.18K
$347K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
677+ 6.05% |
$31.2K - $32.1K
|
11.9K
$573K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
655New |
$30.2K - $31.1K
|
655
$31.6K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
415New |
$19.1K - $19.7K
|
415
$20K
|
|
|
Jul 12, 2023
Q2 2023
|
Country Trust Bank
|
BUY
|
- |
378+ 3.99% |
$17.4K - $17.9K
|
9.86K
$476K
|
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
264+ 3.08% |
$12.2K - $12.5K
|
8.83K
$426K
|