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 |
---|---|---|---|---|---|---|---|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.26K+ 5.96% |
$392K - $403K
|
147K
$6.85M
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-2.94K- 0.76% |
$140K - $144K
|
384K
$17.9M
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-950- 8.99% |
$45.1K - $46.4K
|
9.61K
$448K
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
16.9K+ 9.62% |
$804K - $827K
|
193K
$9.01M
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
37.8KNew |
$1.79M - $1.85M
|
37.8K
$1.76M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
37.5K+ 24.34% |
$1.78M - $1.83M
|
192K
$8.95M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.5K+ 35.94% |
$924K - $951K
|
73.7K
$3.44M
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
21.2KNew |
$1.01M - $1.04M
|
21.2K
$989K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.29K- 57.1% |
$346K - $356K
|
5.48K
$256K
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-268- 2.45% |
$12.7K - $13.1K
|
10.7K
$499K
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
658+ 5.26% |
$31.2K - $32.1K
|
13.2K
$614K
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
141+ 2.05% |
$6.69K - $6.89K
|
7.03K
$328K
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
14.8K+ 65.04% |
$700K - $721K
|
37.4K
$1.75M
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
67.2K+ 40.49% |
$3.19M - $3.28M
|
233K
$10.9M
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-773- 9.84% |
$36.7K - $37.8K
|
7.09K
$331K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
447+ 3.36% |
$21.2K - $21.8K
|
13.7K
$641K
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
114+ 1.0% |
$5.41K - $5.57K
|
11.6K
$539K
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
224+ 2.2% |
$10.6K - $10.9K
|
10.4K
$485K
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
12.5K+ 12.02% |
$592K - $609K
|
116K
$5.42M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.1K- 0.62% |
$290K - $298K
|
978K
$45.6M
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
6.29K+ 2.57% |
$298K - $307K
|
251K
$11.7M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.59K- 13.55% |
$360K - $371K
|
48.4K
$2.26M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.1K+ 6.86% |
$622K - $639K
|
204K
$9.51M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.14K+ 109.08% |
$149K - $153K
|
6.01K
$280K
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-574- 2.93% |
$27.2K - $28K
|
19K
$887K
|
|
May 06, 2025
Q1 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
337+ 3.56% |
$16K - $16.5K
|
9.81K
$458K
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
10.9K+ 42.67% |
$517K - $532K
|
36.4K
$1.7M
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-24.4K- 7.14% |
$1.16M - $1.19M
|
317K
$14.8M
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.63K+ 44.53% |
$362K - $373K
|
24.8K
$1.16M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
10K+ 13.65% |
$477K - $490K
|
83.6K
$3.9M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.16K+ 39.25% |
$387K - $399K
|
29K
$1.35M
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-51- 0.28% |
$2.42K - $2.49K
|
18K
$842K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
865+ 3.38% |
$41.1K - $42.2K
|
26.5K
$1.24M
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-483- 5.08% |
$22.9K - $23.6K
|
9.03K
$422K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.03K- 27.0% |
$48.8K - $50.2K
|
2.78K
$130K
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
437+ 8.87% |
$20.7K - $21.3K
|
5.36K
$250K
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
4.05K+ 32.67% |
$192K - $198K
|
16.4K
$767K
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
SELL
|
- |
-1K- 1.66% |
$47.5K - $48.8K
|
59.3K
$2.77M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
23.4K+ 42.78% |
$1.11M - $1.14M
|
78.2K
$3.65M
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-484- 0.5% |
$23K - $23.6K
|
96.5K
$4.5M
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-624- 9.95% |
$29.6K - $30.5K
|
5.65K
$264K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.18K- 9.59% |
$55.9K - $57.5K
|
11.1K
$518K
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
483+ 1.44% |
$22.9K - $23.6K
|
34K
$1.59M
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
8.79K+ 140.62% |
$417K - $429K
|
15K
$701K
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
38+ 1.01% |
$1.8K - $1.86K
|
3.81K
$178K
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-119- 26.62% |
$5.65K - $5.81K
|
328
$15.3K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-38- 0.85% |
$1.8K - $1.86K
|
4.42K
$206K
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
290+ 1.05% |
$13.8K - $14.2K
|
27.8K
$1.3M
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.28K- 11.48% |
$108K - $111K
|
17.6K
$819K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
7.77K+ 29.59% |
$369K - $379K
|
34K
$1.59M
|