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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
240New |
$11.1K - $11.4K
|
240
$11.6K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
205New |
$9.44K - $9.73K
|
205
$9.94K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
195+ 3.19% |
$8.98K - $9.26K
|
6.31K
$306K
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
BUY
|
- |
182+ 0.32% |
$8.38K - $8.64K
|
57K
$2.76M
|
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
154+ 2.52% |
$7.09K - $7.31K
|
6.27K
$304K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
117+ 0.68% |
$5.39K - $5.55K
|
17.2K
$836K
|
|
|
Jul 17, 2023
Q2 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
70+ 0.98% |
$3.22K - $3.32K
|
7.19K
$349K
|
|
|
Jul 14, 2023
Q2 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
60+ 0.58% |
$2.76K - $2.85K
|
10.5K
$508K
|
|
|
Jul 28, 2023
Q2 2023
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
47+ 0.27% |
$2.17K - $2.23K
|
17.4K
$846K
|
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
40+ 0.78% |
$1.84K - $1.9K
|
5.14K
$249K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
34+ 0.55% |
$1.57K - $1.61K
|
6.25K
$303K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
17+ 0.39% |
$783 - $807
|
4.43K
$215K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-29- 0.09% |
$1.34K - $1.38K
|
33.2K
$1.61M
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-86- 1.41% |
$3.96K - $4.08K
|
6.02K
$292K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-156- 0.19% |
$7.19K - $7.41K
|
83.8K
$4.07M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-250- 1.16% |
$11.5K - $11.9K
|
21.4K
$1.04M
|
|
|
Jul 14, 2023
Q2 2023
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-273- 2.32% |
$12.6K - $13K
|
11.5K
$558K
|
|
|
Aug 07, 2023
Q2 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-290- 4.26% |
$13.4K - $13.8K
|
6.52K
$316K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-294- 2.36% |
$13.5K - $14K
|
12.2K
$590K
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-300- 16.67% |
$13.8K - $14.2K
|
1.5K
$72.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-346- 6.29% |
$15.9K - $16.4K
|
5.16K
$250K
|
|
|
Jul 13, 2023
Q2 2023
|
Atlas Private Wealth Management
|
SELL
|
- |
-635- 2.45% |
$29.3K - $30.1K
|
25.3K
$1.23M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-687- 8.46% |
$31.7K - $32.6K
|
7.44K
$361K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-747- 3.51% |
$34.4K - $35.5K
|
20.5K
$995K
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-891- 3.28% |
$41K - $42.3K
|
26.3K
$1.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-914- 8.24% |
$42.1K - $43.4K
|
10.2K
$494K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.08K- 20.0% |
$49.5K - $51K
|
4.3K
$209K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.1K- 8.25% |
$50.8K - $52.3K
|
12.3K
$595K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.28K- 60.46% |
$58.8K - $60.6K
|
835
$40.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-1.39K- 1.92% |
$64.1K - $66.1K
|
71.1K
$3.45M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.67K- 15.14% |
$76.9K - $79.2K
|
9.36K
$454K
|
|
|
Jul 11, 2023
Q2 2023
|
Advisory Resource Group
|
SELL
|
- |
-1.76K- 3.83% |
$80.9K - $83.4K
|
44.1K
$2.14M
|
|
|
Jul 26, 2023
Q2 2023
|
G&S Capital LLC
|
SELL
|
- |
-1.91K- 24.87% |
$88K - $90.7K
|
5.77K
$280K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.06K- 7.23% |
$94.9K - $97.7K
|
26.4K
$1.28M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.12K- 9.85% |
$97.5K - $100K
|
19.4K
$939K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-2.64K- 35.49% |
$122K - $126K
|
4.81K
$233K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.91K- 14.22% |
$134K - $138K
|
17.5K
$850K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.19K- 7.84% |
$147K - $151K
|
37.5K
$1.82M
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-3.39K- 19.53% |
$156K - $161K
|
14K
$677K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.4K- 31.51% |
$157K - $161K
|
7.39K
$358K
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-4.1K- 62.41% |
$189K - $195K
|
2.47K
$120K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.38K- 12.33% |
$202K - $208K
|
31.2K
$1.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.54K- 11.02% |
$255K - $263K
|
44.8K
$2.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-5.83K- 14.16% |
$268K - $277K
|
35.3K
$1.71M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-5.93KClosed |
$273K - $282K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.38K- 10.26% |
$294K - $303K
|
55.8K
$2.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.48K- 6.19% |
$344K - $355K
|
113K
$5.49M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-10.2K- 24.87% |
$471K - $486K
|
30.9K
$1.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12.3K- 3.98% |
$568K - $586K
|
298K
$14.4M
|