Plan Group Financial, LLC First Tr ETF Iii Municipal Hig Transaction History

Plan Group Financial, LLC

$187 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 05, 2024	BUY	$47.4 - $48.65 $207,138 - $212,600	4,370 New	4,370 $211,000

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
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