Latest Institutional Transactions on First Tr ETF Iii Municipal Hig (FMHI)
This table provides information on the latest institutional transactions involving First Tr ETF Iii Municipal Hig (FMHI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
75+ 1.0% |
$3.6K - $3.71K
|
7.54K
$364K
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
5.72KNew |
$274K - $283K
|
5.72K
$276K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
73+ 1.01% |
$3.5K - $3.61K
|
7.29K
$352K
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
121+ 2.52% |
$5.81K - $5.99K
|
4.92K
$238K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
10.5K+ 6.56% |
$502K - $518K
|
170K
$8.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
23.5K+ 61.48% |
$1.13M - $1.16M
|
61.9K
$2.99M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-381- 3.61% |
$18.3K - $18.8K
|
10.2K
$491K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.96K+ 2.27% |
$93.9K - $96.8K
|
88.1K
$4.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
3.51K+ 6.44% |
$168K - $174K
|
58K
$2.8M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.05K+ 8.89% |
$98.4K - $101K
|
25.1K
$1.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.5K+ 100.0% |
$120K - $124K
|
5K
$241K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
530+ 1.68% |
$25.4K - $26.2K
|
32.1K
$1.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.31K+ 3.22% |
$111K - $114K
|
74.1K
$3.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.04K- 9.99% |
$97.9K - $101K
|
18.4K
$887K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-880- 11.5% |
$42.2K - $43.5K
|
6.78K
$327K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-7.74K- 11.97% |
$371K - $383K
|
56.9K
$2.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
3.01K+ 5.78% |
$145K - $149K
|
55.2K
$2.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
481+ 4.29% |
$23.1K - $23.8K
|
11.7K
$565K
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
12.4KNew |
$595K - $613K
|
12.4K
$599K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.33K+ 0.09% |
$63.7K - $65.6K
|
1.52M
$73.5M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10.2KNew |
$487K - $502K
|
10.2K
$490K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
18+ 0.35% |
$864 - $890
|
5.17K
$250K
|
|
| Q3 2024 | |||||||
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
765+ 1.08% |
$36.9K - $37.8K
|
71.4K
$3.45M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
71.9K+ 209.16% |
$3.47M - $3.55M
|
106K
$5.13M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
10.7KNew |
$516K - $529K
|
10.7K
$516K
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
BUY
|
- |
1.2K+ 2.8% |
$58K - $59.4K
|
44.1K
$2.13M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-4.75K- 46.91% |
$229K - $235K
|
5.38K
$260K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.74K+ 9.16% |
$374K - $383K
|
92.2K
$4.45M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.27K+ 38.6% |
$254K - $260K
|
18.9K
$914K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
899+ 21.34% |
$43.4K - $44.4K
|
5.11K
$247K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.55K- 2.94% |
$268K - $274K
|
183K
$8.84M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
112K+ 186.06% |
$5.41M - $5.54M
|
172K
$8.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
302+ 3.45% |
$14.6K - $14.9K
|
9.06K
$438K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
6.55KNew |
$316K - $324K
|
6.55K
$316K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
121+ 0.26% |
$5.84K - $5.98K
|
46.9K
$2.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
5.56KNew |
$268K - $275K
|
5.56K
$269K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.42K+ 8.89% |
$68.4K - $70K
|
17.3K
$837K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.47K- 0.45% |
$70.8K - $72.5K
|
325K
$15.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
1.17KNew |
$56.5K - $57.9K
|
1.17K
$56.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.27K+ 22.15% |
$399K - $409K
|
45.6K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15K+ 244.81% |
$725K - $742K
|
21.2K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
131K+ 27.21% |
$6.33M - $6.48M
|
613K
$29.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.87K+ 8.46% |
$476K - $488K
|
127K
$6.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
14New |
$676 - $692
|
14
$676
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
32.2K+ 93.42% |
$1.55M - $1.59M
|
66.7K
$3.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-51- 9.96% |
$2.46K - $2.52K
|
461
$22.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-379- 1.92% |
$18.3K - $18.7K
|
19.3K
$933K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10KNew |
$485K - $496K
|
10K
$485K
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
4.77K+ 2.94% |
$230K - $236K
|
167K
$8.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
214K+ 27.88% |
$10.3M - $10.6M
|
980K
$47.3M
|
|