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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
357KNew |
$17.1M - $17.7M
|
357K
$17.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
97KNew |
$4.65M - $4.8M
|
97K
$4.72M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
49.5KNew |
$2.38M - $2.45M
|
49.5K
$2.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
31.4KNew |
$1.51M - $1.55M
|
31.4K
$1.53M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
30.6K+ 126.6% |
$1.47M - $1.51M
|
54.7K
$2.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
27.2K+ 94.62% |
$1.31M - $1.35M
|
56K
$2.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
24.7K+ 17.49% |
$1.19M - $1.22M
|
166K
$8.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
23.5K+ 61.48% |
$1.13M - $1.16M
|
61.9K
$3.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
17.1KNew |
$823K - $848K
|
17.1K
$835K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
13.3KNew |
$636K - $656K
|
13.3K
$646K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
12.4KNew |
$595K - $614K
|
12.4K
$604K
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
12.4KNew |
$595K - $613K
|
12.4K
$604K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
12KNew |
$574K - $592K
|
12K
$583K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
11KNew |
$526K - $542K
|
11K
$534K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
10.5K+ 6.56% |
$502K - $518K
|
170K
$8.28M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10.2KNew |
$487K - $502K
|
10.2K
$495K
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
9.52KNew |
$457K - $471K
|
9.52K
$463K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
9.18K+ 3.9% |
$440K - $454K
|
245K
$11.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
8.43K+ 53.16% |
$404K - $417K
|
24.3K
$1.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.7K+ 16.55% |
$369K - $381K
|
54.2K
$2.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
7.31K+ 38.6% |
$351K - $362K
|
26.2K
$1.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
6.25KNew |
$300K - $309K
|
6.25K
$304K
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
6.15KNew |
$295K - $304K
|
6.15K
$299K
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
5.72KNew |
$274K - $283K
|
5.72K
$279K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.92K+ 12.53% |
$236K - $243K
|
44.2K
$2.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
3.51K+ 6.44% |
$168K - $174K
|
58K
$2.83M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.48K+ 31.68% |
$167K - $172K
|
14.5K
$704K
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
3.1K+ 10.2% |
$149K - $154K
|
33.5K
$1.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
3.01K+ 5.78% |
$145K - $149K
|
55.2K
$2.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
2.56KNew |
$123K - $127K
|
2.56K
$125K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.5K+ 100.0% |
$120K - $124K
|
5K
$244K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.31K+ 3.22% |
$111K - $114K
|
74.1K
$3.61M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.05K+ 8.89% |
$98.4K - $101K
|
25.1K
$1.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.96K+ 2.27% |
$93.9K - $96.8K
|
88.1K
$4.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.95K+ 105.01% |
$93.5K - $96.4K
|
3.8K
$185K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.79K+ 17.37% |
$85.8K - $88.5K
|
12.1K
$589K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
1.65K+ 3.73% |
$79K - $81.4K
|
45.7K
$2.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.52K+ 6.31% |
$73K - $75.2K
|
25.6K
$1.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
1.39KNew |
$66.8K - $68.9K
|
1.39K
$67.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.33K+ 0.09% |
$63.7K - $65.6K
|
1.52M
$74.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
1.02K+ 3.64% |
$48.9K - $50.5K
|
29.1K
$1.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.02K+ 14.66% |
$48.8K - $50.4K
|
7.96K
$388K
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
863+ 5.14% |
$41.4K - $42.7K
|
17.7K
$860K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
831+ 1.4% |
$39.9K - $41.1K
|
60.3K
$2.94M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
800+ 2.99% |
$38.4K - $39.6K
|
27.5K
$1.34M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
680+ 16.0% |
$32.6K - $33.6K
|
4.93K
$240K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
570+ 1.31% |
$27.3K - $28.2K
|
44.2K
$2.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
566+ 187.42% |
$27.2K - $28K
|
868
$42.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
530+ 1.68% |
$25.4K - $26.2K
|
32.1K
$1.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
481+ 4.29% |
$23.1K - $23.8K
|
11.7K
$570K
|