Spectrum Planning & Advisory Services Inc. First Tr ETF Iii Municipal Hig Transaction History

Spectrum Planning & Advisory Services Inc.

$133 Million
Q2 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 19, 2022	SELL	$55.28 - $56.19 $227,090 - $230,828	-4,108 Closed	0 $0
Q4 2020 Feb 02, 2021	BUY	$51.66 - $53.81 $212,219 - $221,051	4,108 New	4,108 $221,000

Others Institutions Holding FMHI

# of Institutions

183

Shares Held

12.7M

Call Options Held

Put Options Held

Wealth Enhancement Advisory Services, LLC

1.47M
Shares

$68 Million
0.12% of portfolio
Morgan Stanley New York, NY

1.29M
Shares

$59.9 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

978K
Shares

$45.3 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

773K
Shares

$35.8 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

715K
Shares

$33.1 Million
0.0% of portfolio

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About FIRST TR ETF III MUNICIPAL HIG

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