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 |
---|---|---|---|---|---|---|---|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
71.9K+ 209.16% |
$3.47M - $3.55M
|
106K
$5.18M
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.89K+ 11.84% |
$91.1K - $93.3K
|
17.8K
$869K
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-38- 0.36% |
$1.83K - $1.88K
|
10.6K
$515K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
86.5K+ 10.72% |
$4.18M - $4.28M
|
894K
$43.6M
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
33.5K+ 31.07% |
$1.62M - $1.65M
|
141K
$6.88M
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
254+ 1.63% |
$12.3K - $12.6K
|
15.9K
$773K
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
8.44K+ 109.4% |
$407K - $417K
|
16.1K
$787K
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
6.99K+ 5.26% |
$337K - $346K
|
140K
$6.82M
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
11.7K+ 14.05% |
$565K - $578K
|
95K
$4.63M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-14.9K- 18.83% |
$720K - $737K
|
64.3K
$3.13M
|
|
Nov 06, 2024
Q3 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
536+ 1.95% |
$25.9K - $26.5K
|
28K
$1.37M
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.23% |
$48.3 - $49.4
|
442
$21.5K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
665+ 12.32% |
$32.1K - $32.9K
|
6.06K
$296K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-260- 1.47% |
$12.6K - $12.9K
|
17.5K
$852K
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
1.05K+ 1.79% |
$50.6K - $51.9K
|
59.5K
$2.9M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.48K- 16.98% |
$216K - $222K
|
21.9K
$1.07M
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-100- 0.68% |
$4.83K - $4.94K
|
14.6K
$710K
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
5.9KNew |
$285K - $291K
|
5.9K
$287K
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-186- 1.34% |
$8.98K - $9.19K
|
13.7K
$666K
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
4.13KNew |
$199K - $204K
|
4.13K
$201K
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
9.51K+ 22.29% |
$459K - $470K
|
52.2K
$2.54M
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
10.1K+ 10.16% |
$488K - $500K
|
110K
$5.34M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.66K+ 9.26% |
$80.1K - $82K
|
19.6K
$954K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-213- 1.71% |
$10.3K - $10.5K
|
12.2K
$597K
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
860+ 2.91% |
$41.5K - $42.5K
|
30.4K
$1.48M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
529+ 5.11% |
$25.5K - $26.1K
|
10.9K
$530K
|
|
Oct 31, 2024
Q3 2024
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-3.37K- 5.33% |
$163K - $166K
|
59.8K
$2.91M
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
112+ 1.0% |
$5.41K - $5.54K
|
11.3K
$552K
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
290+ 1.42% |
$14K - $14.3K
|
20.8K
$1.01M
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.87K+ 16.72% |
$90K - $92.2K
|
13K
$634K
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
40+ 0.53% |
$1.93K - $1.98K
|
7.66K
$373K
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
104+ 2.21% |
$5.02K - $5.14K
|
4.8K
$234K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.33K+ 24.92% |
$257K - $263K
|
26.7K
$1.3M
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
16.3K+ 7.42% |
$786K - $805K
|
236K
$11.5M
|
|
Oct 30, 2024
Q3 2024
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
568+ 3.11% |
$27.4K - $28.1K
|
18.9K
$919K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
100+ 0.49% |
$4.83K - $4.94K
|
20.4K
$995K
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-118- 1.98% |
$5.7K - $5.83K
|
5.84K
$285K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
56.4K+ 113.68% |
$2.72M - $2.79M
|
106K
$5.17M
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.2K- 10.44% |
$57.9K - $59.3K
|
10.3K
$502K
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
39.8K+ 132.26% |
$1.92M - $1.97M
|
69.9K
$3.41M
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-863- 7.28% |
$41.7K - $42.7K
|
11K
$535K
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3+ 0.04% |
$145 - $148
|
7.06K
$344K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-78- 3.11% |
$3.77K - $3.86K
|
2.43K
$118K
|
|
Oct 25, 2024
Q3 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-408- 2.19% |
$19.7K - $20.2K
|
18.2K
$888K
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.59K- 4.78% |
$76.5K - $78.3K
|
31.6K
$1.54M
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.92K- 5.09% |
$141K - $144K
|
54.5K
$2.65M
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.2KNew |
$106K - $109K
|
2.2K
$107K
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-1.16K- 3.81% |
$56K - $57.3K
|
29.3K
$1.43M
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.17K+ 17.76% |
$56.5K - $57.9K
|
7.76K
$378K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
59.1K+ 4.04% |
$2.85M - $2.92M
|
1.52M
$74.2M
|