First Heartland Consultants, Inc. First Tr ETF Iii Municipal Hig Transaction History

First Heartland Consultants, Inc.

$930 Million
Q3 2024

Shares

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 25, 2024	SELL	$47.4 - $48.65 $464,093 - $476,332	-9,791 Reduced 15.1%	55,044 $2.66 Million
Q1 2024 May 07, 2024	BUY	$47.15 - $48.3 $3.06 Million - $3.13 Million	64,835 New	64,835 $3.12 Million
Q3 2023 Nov 09, 2023	SELL	$45.01 - $47.47 $4,050 - $4,272	-90 Reduced 1.49%	5,932 $267,000
Q2 2023 Jul 26, 2023	SELL	$46.07 - $47.47 $3,962 - $4,082	-86 Reduced 1.41%	6,022 $283,000
Q1 2023 Apr 17, 2023	SELL	$46.34 - $47.99 $8,109 - $8,398	-175 Reduced 2.79%	6,108 $286,000
Q2 2022 Jul 12, 2022	SELL	$46.78 - $51.27 $18,712 - $20,508	-400 Reduced 5.99%	6,283 $298,000
Q1 2022 Apr 21, 2022	SELL	$51.05 - $56.08 $1.82 Million - $2 Million	-35,666 Reduced 84.22%	6,683 $342,000
Q4 2021 Feb 11, 2022	SELL	$55.28 - $56.19 $640,916 - $651,466	-11,594 Reduced 21.49%	42,349 $2.38 Million
Q3 2021 Nov 15, 2021	BUY	$55.77 - $56.91 $775,593 - $791,447	13,907 Added 34.74%	53,943 $3.01 Million
Q2 2021 Aug 16, 2021	BUY	$54.58 - $56.37 $1.15 Million - $1.19 Million	21,111 Added 111.55%	40,036 $2.25 Million
Q1 2021 May 17, 2021	BUY	$53.61 - $55.12 $743,838 - $764,790	13,875 Added 274.75%	18,925 $1.03 Million
Q4 2020 Jan 29, 2021	BUY	$51.66 - $53.81 $260,882 - $271,740	5,050 New	5,050 $271,000
Q2 2020 Jul 16, 2020	SELL	$47.28 - $50.86 $330,960 - $356,020	-7,000 Closed	0 $0
Q1 2020 May 14, 2020	SELL	$45.83 - $54.99 $643,682 - $772,334	-14,045 Reduced 66.74%	7,000 $344,000
Q4 2019 Feb 13, 2020	BUY	$52.91 - $53.48 $338,624 - $342,272	6,400 Added 43.7%	21,045 $1.12 Million
Q1 2019 May 15, 2019	BUY	N/A	4,150 Added 39.54%	14,645 $751,000
Q4 2018 Feb 12, 2019	SELL	N/A	-905 Reduced 7.94%	10,495 $525,000
Q3 2018 Nov 16, 2018	BUY	N/A	3,000 Added 35.71%	11,400 $570,000
Q2 2018 Aug 09, 2018	BUY	N/A	8,400 New	8,400 $423,000

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

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