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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
415+ 2.98% |
$19.9K - $20.5K
|
14.3K
$668K
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-350- 5.91% |
$16.8K - $17.3K
|
5.57K
$260K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-183- 3.29% |
$8.78K - $9.05K
|
5.38K
$251K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
465New |
$22.3K - $23K
|
465
$21.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-1.62K- 27.4% |
$77.5K - $79.9K
|
4.28K
$200K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
566+ 187.42% |
$27.2K - $28K
|
868
$40.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-4.07K- 39.53% |
$195K - $201K
|
6.22K
$290K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
12KNew |
$574K - $592K
|
12K
$558K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
13New |
$624 - $643
|
13
$607
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.02K+ 14.66% |
$48.8K - $50.4K
|
7.96K
$372K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
1.39KNew |
$66.8K - $68.9K
|
1.39K
$65K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
49.5KNew |
$2.38M - $2.45M
|
49.5K
$2.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
81+ 0.99% |
$3.89K - $4.01K
|
8.23K
$384K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
303+ 2.83% |
$14.5K - $15K
|
11K
$513K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
472+ 6.08% |
$22.6K - $23.3K
|
8.24K
$384K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
234New |
$11.2K - $11.6K
|
234
$10.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
13.3KNew |
$636K - $656K
|
13.3K
$619K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-1.4K- 2.0% |
$67.2K - $69.3K
|
68.5K
$3.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.48K+ 31.68% |
$167K - $172K
|
14.5K
$675K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
399+ 9.41% |
$19.1K - $19.7K
|
4.64K
$217K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
12.4KNew |
$595K - $614K
|
12.4K
$579K
|
|
|
Jan 27, 2025
Q4 2024
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-12.5K- 66.13% |
$598K - $617K
|
6.39K
$298K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.5K+ 100.0% |
$120K - $124K
|
5K
$233K
|
|
| Q3 2024 | |||||||
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-4.75K- 46.91% |
$229K - $235K
|
5.38K
$251K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
14New |
$676 - $692
|
14
$653
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
4.13KNew |
$199K - $204K
|
4.13K
$193K
|
|
|
Oct 31, 2024
Q3 2024
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-3.37K- 5.33% |
$163K - $166K
|
59.8K
$2.79M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.87K+ 16.72% |
$90K - $92.2K
|
13K
$607K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.2KNew |
$106K - $109K
|
2.2K
$103K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.09K+ 0.85% |
$52.4K - $53.7K
|
129K
$6.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.38K- 1.01% |
$115K - $118K
|
233K
$10.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-15.7K- 76.73% |
$760K - $778K
|
4.77K
$223K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.56KNew |
$220K - $225K
|
4.56K
$213K
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-7.22K- 13.7% |
$348K - $357K
|
45.5K
$2.12M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-76- 10.63% |
$3.67K - $3.76K
|
639
$29.8K
|
|
| Q2 2024 | |||||||
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.53% |
$47.4 - $48.7
|
188
$8.77K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
260New |
$12.3K - $12.6K
|
260
$12.1K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.78KNew |
$274K - $281K
|
5.78K
$269K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
100New |
$4.74K - $4.87K
|
100
$4.67K
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-935- 17.18% |
$44.3K - $45.5K
|
4.51K
$210K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.51K- 32.29% |
$119K - $122K
|
5.26K
$246K
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
8KNew |
$379K - $389K
|
8K
$373K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3New |
$142 - $146
|
3
$140
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
206New |
$9.76K - $10K
|
206
$9.61K
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
4.37KNew |
$207K - $212K
|
4.37K
$204K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
625New |
$29.6K - $30.4K
|
625
$29.2K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-9.79K- 15.1% |
$464K - $476K
|
55K
$2.57M
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.87KNew |
$277K - $284K
|
5.87K
$274K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.5K+ 4.37% |
$212K - $217K
|
108K
$5.02M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
30KNew |
$1.42M - $1.45M
|
30K
$1.4M
|
|