Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
23.5K+ 61.48% |
$1.13M - $1.16M
|
61.9K
$2.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
12.4KNew |
$595K - $613K
|
12.4K
$599K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
10.5K+ 6.56% |
$502K - $518K
|
170K
$8.21M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10.2KNew |
$487K - $502K
|
10.2K
$490K
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
5.72KNew |
$274K - $283K
|
5.72K
$276K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
3.51K+ 6.44% |
$168K - $174K
|
58K
$2.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
3.01K+ 5.78% |
$145K - $149K
|
55.2K
$2.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.5K+ 100.0% |
$120K - $124K
|
5K
$241K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.31K+ 3.22% |
$111K - $114K
|
74.1K
$3.58M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.05K+ 8.89% |
$98.4K - $101K
|
25.1K
$1.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.96K+ 2.27% |
$93.9K - $96.8K
|
88.1K
$4.25M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.33K+ 0.09% |
$63.7K - $65.6K
|
1.52M
$73.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
530+ 1.68% |
$25.4K - $26.2K
|
32.1K
$1.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
481+ 4.29% |
$23.1K - $23.8K
|
11.7K
$565K
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
121+ 2.52% |
$5.81K - $5.99K
|
4.92K
$238K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
75+ 1.0% |
$3.6K - $3.71K
|
7.54K
$364K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
73+ 1.01% |
$3.5K - $3.61K
|
7.29K
$352K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
18+ 0.35% |
$864 - $890
|
5.17K
$250K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-381- 3.61% |
$18.3K - $18.8K
|
10.2K
$491K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-880- 11.5% |
$42.2K - $43.5K
|
6.78K
$327K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.04K- 9.99% |
$97.9K - $101K
|
18.4K
$887K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-7.74K- 11.97% |
$371K - $383K
|
56.9K
$2.75M
|