Echo Wealth Management, LLC First Tr ETF Iii Municipal Hig Transaction History

Echo Wealth Management, LLC

$127 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	SELL	$45.33 - $49.41 $143,877 - $156,827	-3,174 Reduced 27.79%	8,248 $366,000
Q2 2022 Jul 29, 2022	SELL	$46.78 - $51.27 $155,403 - $170,318	-3,322 Reduced 22.53%	11,422 $550,000
Q1 2022 May 16, 2022	BUY	$51.05 - $56.08 $54,827 - $60,229	1,074 Added 7.86%	14,744 $737,000
Q4 2021 Jan 18, 2022	BUY	$55.28 - $56.19 $116,032 - $117,942	2,099 Added 18.14%	13,670 $763,000
Q3 2021 Oct 22, 2021	SELL	$55.77 - $56.91 $57,052 - $58,218	-1,023 Reduced 8.12%	11,571 $645,000
Q2 2021 Jul 14, 2021	BUY	$54.58 - $56.37 $117,183 - $121,026	2,147 Added 20.55%	12,594 $714,000
Q1 2021 Apr 07, 2021	BUY	$53.61 - $55.12 $560,063 - $575,838	10,447 New	10,447 $570,000

Others Institutions Holding FMHI

# of Institutions

164

Shares Held

10.7M

Call Options Held

0

Put Options Held

0

Wealth Enhancement Advisory Services, LLC

1.52M
Shares

$74.4 Million
0.17% of portfolio
Morgan Stanley New York, NY

980K
Shares

$47.9 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

894K
Shares

$43.7 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

660K
Shares

$32.3 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

613K
Shares

$30 Million
0.0% of portfolio

About FIRST TR ETF III MUNICIPAL HIG

Ticker FMHI
Sector ETFs
Industry ETFs

More about FMHI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Echo Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Echo Wealth Management, LLC with notifications on news.