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

$73.3 Million
0.17% of portfolio
Morgan Stanley New York, NY

980K
Shares

$47.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

894K
Shares

$43.1 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

660K
Shares

$31.8 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

613K
Shares

$29.6 Million
0.0% of portfolio

About FIRST TR ETF III MUNICIPAL HIG

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