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 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
121+ 2.52% |
$5.81K - $5.99K
|
4.92K
$239K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
115+ 1.02% |
$5.52K - $5.69K
|
11.4K
$555K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
81+ 0.99% |
$3.89K - $4.01K
|
8.23K
$400K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
75+ 1.0% |
$3.6K - $3.71K
|
7.54K
$366K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
73+ 1.01% |
$3.5K - $3.61K
|
7.29K
$354K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
62+ 0.31% |
$2.97K - $3.07K
|
19.8K
$964K
|
|
|
Jan 27, 2025
Q4 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
52+ 0.55% |
$2.49K - $2.57K
|
9.47K
$460K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
28+ 0.23% |
$1.34K - $1.39K
|
12.3K
$596K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
23+ 0.21% |
$1.1K - $1.14K
|
10.7K
$522K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
21+ 0.25% |
$1.01K - $1.04K
|
8.41K
$408K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
18+ 0.35% |
$864 - $890
|
5.17K
$251K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
13New |
$624 - $643
|
13
$631
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
7+ 0.37% |
$336 - $346
|
1.89K
$91.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5+ 1.13% |
$240 - $247
|
447
$21.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5+ 0.03% |
$240 - $247
|
19.6K
$951K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-30- 71.43% |
$1.44K - $1.48K
|
12
$583
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-85- 0.44% |
$4.08K - $4.2K
|
19.2K
$934K
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-150- 0.44% |
$7.2K - $7.42K
|
34.3K
$1.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-178- 2.52% |
$8.54K - $8.81K
|
6.88K
$334K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-183- 3.29% |
$8.78K - $9.05K
|
5.38K
$261K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-338- 6.61% |
$16.2K - $16.7K
|
4.77K
$232K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-343- 1.62% |
$16.5K - $17K
|
20.8K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-350- 5.91% |
$16.8K - $17.3K
|
5.57K
$271K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-381- 3.61% |
$18.3K - $18.8K
|
10.2K
$494K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-407- 16.74% |
$19.5K - $20.1K
|
2.02K
$98.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-511- 8.75% |
$24.5K - $25.3K
|
5.33K
$259K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-737- 8.73% |
$35.4K - $36.5K
|
7.7K
$374K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-880- 11.5% |
$42.2K - $43.5K
|
6.78K
$329K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-925- 4.46% |
$44.4K - $45.8K
|
19.8K
$963K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.29K- 11.82% |
$61.7K - $63.6K
|
9.6K
$466K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-1.4K- 2.0% |
$67.2K - $69.3K
|
68.5K
$3.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.58K- 9.12% |
$75.9K - $78.2K
|
15.8K
$765K
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-1.62K- 27.4% |
$77.5K - $79.9K
|
4.28K
$208K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-1.69K- 30.92% |
$80.9K - $83.4K
|
3.77K
$183K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.04K- 9.99% |
$97.9K - $101K
|
18.4K
$893K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.84K- 15.01% |
$136K - $140K
|
16.1K
$781K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.88K- 39.23% |
$138K - $142K
|
4.45K
$216K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-3.78K- 12.91% |
$182K - $187K
|
25.5K
$1.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-4.07K- 39.53% |
$195K - $201K
|
6.22K
$302K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.12K- 7.56% |
$198K - $204K
|
50.3K
$2.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.07K- 28.41% |
$243K - $251K
|
12.8K
$620K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-5.39K- 28.73% |
$259K - $267K
|
13.4K
$649K
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-6.82K- 6.22% |
$327K - $337K
|
103K
$4.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.09K- 8.79% |
$340K - $351K
|
73.6K
$3.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-7.74K- 11.97% |
$371K - $383K
|
56.9K
$2.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8.62K- 39.31% |
$413K - $426K
|
13.3K
$646K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9.12K- 19.47% |
$438K - $451K
|
37.7K
$1.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-10.1K- 2.86% |
$483K - $498K
|
342K
$16.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-12.5K- 66.13% |
$598K - $617K
|
6.39K
$310K
|