M Holdings Securities, Inc. First Tr ETF Iii Municipal Hig Transaction History

M Holdings Securities, Inc.

$398 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 16, 2022	SELL	$46.78 - $51.27 $197,084 - $216,000	-4,213 Closed	0 $0
Q1 2022 May 24, 2022	BUY	$51.05 - $56.08 $215,073 - $236,265	4,213 New	4,213 $216,000

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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