Morris Retirement Advisors, LLC First Tr ETF Iii Municipal Hig Transaction History

Morris Retirement Advisors, LLC

$167 Million
Q1 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 12, 2024	BUY	$43.98 - $47.79 $63,814 - $69,343	1,451 Added 9.3%	17,055 $813,000
Q3 2023 Nov 08, 2023	BUY	$45.01 - $47.47 $106,673 - $112,503	2,370 Added 17.91%	15,604 $703,000
Q2 2023 Jul 17, 2023	BUY	$46.07 - $47.47 $212,428 - $218,884	4,611 Added 53.47%	13,234 $623,000
Q1 2023 Apr 13, 2023	BUY	$46.34 - $47.99 $175,952 - $182,218	3,797 Added 78.68%	8,623 $404,000
Q4 2022 Feb 02, 2023	BUY	$44.63 - $47.32 $223 - $236	5 Added 0.1%	4,826 $223,000

Q3 2022 Oct 14, 2022	SELL	N/A	-367 Reduced 7.07%	4,821 $221,000
Q2 2022 Aug 08, 2022	BUY	N/A	19 Added 0.37%	5,188 $246,000
Q1 2022 May 10, 2022	SELL	N/A	-22 Reduced 0.42%	5,169 $265,000
Q4 2021 Feb 02, 2022	BUY	N/A	480 Added 10.19%	5,191 $291,000
Q3 2021 Oct 28, 2021	BUY	N/A	4,711 New	4,711 $263,000

Others Institutions Holding FMHI

# of Institutions

135

Shares Held

8.93M

Call Options Held

0

Put Options Held

0

Wealth Enhancement Advisory Services, LLC

1.46M
Shares

$71.3 Million
0.18% of portfolio
Lpl Financial LLC Fort Mill, SC

745K
Shares

$36.3 Million
0.02% of portfolio
Morgan Stanley New York, NY

654K
Shares

$31.9 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

505K
Shares

$24.6 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

433K
Shares

$21.1 Million
0.0% of portfolio

About FIRST TR ETF III MUNICIPAL HIG

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