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 |
---|---|---|---|---|---|---|---|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-76- 10.63% |
$3.67K - $3.76K
|
639
$31.6K
|
|
Q2 2024 | |||||||
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
620+ 5.52% |
$29.4K - $30.2K
|
11.8K
$586K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.1K+ 10.35% |
$716K - $735K
|
161K
$7.97M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
243+ 1.82% |
$11.5K - $11.8K
|
13.6K
$673K
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.53% |
$47.4 - $48.7
|
188
$9.3K
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.78KNew |
$274K - $281K
|
5.78K
$286K
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
260New |
$12.3K - $12.6K
|
260
$12.9K
|
|
Aug 16, 2024
Q2 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
2.5K+ 9.98% |
$118K - $121K
|
27.5K
$1.36M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
160K+ 561.0% |
$7.58M - $7.78M
|
189K
$9.32M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-171- 1.23% |
$8.11K - $8.32K
|
13.8K
$681K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
217+ 73.56% |
$10.3K - $10.6K
|
512
$25.3K
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
100New |
$4.74K - $4.87K
|
100
$4.95K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-215- 1.04% |
$10.2K - $10.5K
|
20.5K
$1.01M
|
|
Aug 14, 2024
Q2 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
7.74K+ 38.85% |
$367K - $377K
|
27.7K
$1.37M
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
10.6KNew |
$502K - $516K
|
10.6K
$524K
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.98K- 28.64% |
$189K - $194K
|
9.91K
$490K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
49.4K+ 11.42% |
$2.34M - $2.4M
|
482K
$23.8M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.83K+ 26.9% |
$324K - $332K
|
32.2K
$1.59M
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.08K+ 14.08% |
$51.2K - $52.6K
|
8.76K
$433K
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
23.9KNew |
$1.13M - $1.16M
|
23.9K
$1.18M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-72.9K- 67.88% |
$3.45M - $3.54M
|
34.5K
$1.71M
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.27K+ 13.0% |
$107K - $110K
|
19.7K
$974K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.48K+ 3.07% |
$165K - $169K
|
117K
$5.77M
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.98K+ 11.93% |
$189K - $194K
|
37.3K
$1.85M
|
|
Aug 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-18.6K- 10.29% |
$883K - $906K
|
162K
$8.03M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.7K+ 17.72% |
$603K - $619K
|
84.5K
$4.18M
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.08K+ 25.1% |
$51.2K - $52.5K
|
5.38K
$266K
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
17.7KNew |
$841K - $863K
|
17.7K
$878K
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
17.9KNew |
$849K - $871K
|
17.9K
$886K
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
441New |
$20.9K - $21.5K
|
441
$21.8K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.5K+ 1.66% |
$71.2K - $73.1K
|
92.2K
$4.56M
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
5.78K+ 132.63% |
$274K - $281K
|
10.1K
$501K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
262+ 4.46% |
$12.4K - $12.7K
|
6.14K
$303K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-19.1K- 24.07% |
$906K - $930K
|
60.3K
$2.98M
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-898- 6.17% |
$42.6K - $43.7K
|
13.6K
$675K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
76.8K+ 15.22% |
$3.64M - $3.74M
|
581K
$28.8M
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.2K+ 3.93% |
$104K - $107K
|
58.2K
$2.88M
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-935- 17.18% |
$44.3K - $45.5K
|
4.51K
$223K
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-4.77K- 2.98% |
$226K - $232K
|
155K
$7.68M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-58.6K- 15.22% |
$2.78M - $2.85M
|
326K
$16.1M
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
24.9KNew |
$1.18M - $1.21M
|
24.9K
$1.23M
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-331- 0.25% |
$15.7K - $16.1K
|
133K
$6.57M
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
8KNew |
$379K - $389K
|
8K
$396K
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-17.5K- 4.99% |
$828K - $849K
|
332K
$16.4M
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
476+ 1.72% |
$22.6K - $23.2K
|
28.2K
$1.39M
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-61- 0.44% |
$2.89K - $2.97K
|
13.8K
$681K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.35K+ 4.08% |
$63.8K - $65.5K
|
34.4K
$1.7M
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-251- 1.55% |
$11.9K - $12.2K
|
15.9K
$788K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.51K- 32.29% |
$119K - $122K
|
5.26K
$260K
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
183+ 0.62% |
$8.67K - $8.9K
|
29.6K
$1.46M
|