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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-9.79K- 15.1% |
$464K - $476K
|
55K
$2.68M
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
BUY
|
- |
2.42K+ 5.98% |
$115K - $118K
|
42.9K
$2.09M
|
|
|
Jul 19, 2024
Q2 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-194- 2.02% |
$9.2K - $9.44K
|
9.42K
$459K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
5.73K+ 8.83% |
$271K - $279K
|
70.6K
$3.44M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.2K+ 18.0% |
$152K - $156K
|
21K
$1.02M
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.87KNew |
$277K - $284K
|
5.87K
$286K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.5K+ 4.37% |
$212K - $217K
|
108K
$5.25M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
30KNew |
$1.42M - $1.45M
|
30K
$1.46M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
266New |
$12.5K - $12.8K
|
266
$13K
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-1.28K- 11.08% |
$60.4K - $61.9K
|
10.3K
$501K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
15.8KNew |
$743K - $761K
|
15.8K
$768K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-300- 49.83% |
$14.1K - $14.5K
|
302
$14.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
31.5KNew |
$1.49M - $1.52M
|
31.5K
$1.54M
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
6KNew |
$283K - $290K
|
6K
$292K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1K+ 66.67% |
$47.2K - $48.3K
|
2.5K
$122K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.2K+ 100.0% |
$198K - $203K
|
8.4K
$409K
|
|
| Q4 2023 | |||||||
|
Nov 18, 2024
Q4 2023
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
6KNew |
$264K - $287K
|
6K
$292K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.11KNew |
$48.7K - $52.9K
|
1.11K
$54K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.47KNew |
$197K - $214K
|
4.47K
$218K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-642- 3.68% |
$28.2K - $30.7K
|
16.8K
$820K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.45KNew |
$416K - $452K
|
9.45K
$461K
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.45K+ 9.3% |
$63.8K - $69.3K
|
17.1K
$831K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
364New |
$16K - $17.4K
|
364
$17.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
451+ 6.94% |
$19.8K - $21.6K
|
6.95K
$338K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.01KNew |
$44.4K - $48.3K
|
1.01K
$49.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
38.9KNew |
$1.71M - $1.86M
|
38.9K
$1.89M
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
4.92KNew |
$216K - $235K
|
4.92K
$240K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
4.38KNew |
$192K - $209K
|
4.38K
$213K
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-187- 3.54% |
$8.22K - $8.94K
|
5.1K
$248K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
31.5KNew |
$1.39M - $1.51M
|
31.5K
$1.54M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-156- 37.59% |
$6.86K - $7.46K
|
259
$12.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
53+ 5.2% |
$2.33K - $2.53K
|
1.07K
$52.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
11.8KNew |
$518K - $563K
|
11.8K
$574K
|
|
| Q3 2023 | |||||||
|
Jan 12, 2024
Q3 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-20.1KClosed |
$905K - $955K
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Econ Financial Services Corp
|
BUY
|
- |
5.96KNew |
$268K - $283K
|
5.96K
$290K
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-240- 3.83% |
$10.8K - $11.4K
|
6.03K
$294K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-1.65K- 26.46% |
$74.4K - $78.5K
|
4.59K
$224K
|
|
|
Oct 23, 2023
Q3 2023
|
Atlas Private Wealth Management
|
SELL
|
- |
-1.43K- 5.66% |
$64.5K - $68K
|
23.9K
$1.16M
|
|
|
Oct 18, 2023
Q3 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.1K+ 110.0% |
$49.5K - $52.2K
|
2.1K
$102K
|
|
| Q2 2023 | |||||||
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
117+ 0.68% |
$5.39K - $5.55K
|
17.2K
$840K
|
|
|
Aug 01, 2023
Q2 2023
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
7KNew |
$322K - $332K
|
7K
$341K
|
|
|
Jul 26, 2023
Q2 2023
|
G&S Capital LLC
|
SELL
|
- |
-1.91K- 24.87% |
$88K - $90.7K
|
5.77K
$281K
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-346- 6.29% |
$15.9K - $16.4K
|
5.16K
$251K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
844New |
$38.9K - $40.1K
|
844
$41.1K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1KNew |
$46.3K - $48K
|
1K
$48.7K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21KNew |
$971K - $1.01M
|
21K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-671- 4.62% |
$31.1K - $32.2K
|
13.9K
$676K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
5.71K+ 36.2% |
$265K - $274K
|
21.5K
$1.05M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
390New |
$18.1K - $18.7K
|
390
$19K
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
7.71KNew |
$357K - $370K
|
7.71K
$376K
|
|