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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
12.5KNew |
$579K - $600K
|
12.5K
$609K
|
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
BUY
|
- |
280New |
$13K - $13.4K
|
280
$13.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
230New |
$10.7K - $11K
|
230
$11.2K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-440- 94.42% |
$20.4K - $21.1K
|
26
$1.27K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
576+ 127.43% |
$26.7K - $27.6K
|
1.03K
$50.1K
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7.66KNew |
$340K - $363K
|
7.66K
$373K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
32New |
$1.42K - $1.51K
|
32
$1.56K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
150New |
$6.65K - $7.1K
|
150
$7.31K
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-712- 85.07% |
$31.6K - $33.7K
|
125
$6.09K
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
22New |
$975 - $1.04K
|
22
$1.07K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.15K+ 11.83% |
$51K - $54.5K
|
10.9K
$530K
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
882+ 15.43% |
$39.1K - $41.7K
|
6.6K
$322K
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3.64K- 32.63% |
$161K - $172K
|
7.51K
$366K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Echo Wealth Management, LLC
|
SELL
|
- |
-3.17K- 27.79% |
$144K - $157K
|
8.25K
$402K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-205- 15.28% |
$9.29K - $10.1K
|
1.14K
$55.4K
|
|
|
Oct 26, 2022
Q3 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-15.5K- 75.79% |
$701K - $765K
|
4.94K
$241K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-515- 9.62% |
$23.3K - $25.4K
|
4.84K
$236K
|
|
|
Oct 17, 2022
Q3 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
199+ 1.18% |
$9.02K - $9.83K
|
17K
$828K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
SELL
|
- |
-266Closed |
$12.1K - $13.1K
|
0
$0
|
|
|
Oct 12, 2022
Q3 2022
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-3.3K- 22.6% |
$149K - $163K
|
11.3K
$550K
|
|
|
Oct 06, 2022
Q3 2022
|
Act Advisors, Llc.
|
BUY
|
- |
306+ 1.48% |
$13.9K - $15.1K
|
21K
$1.02M
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-4.21KClosed |
$197K - $216K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-4.49KClosed |
$210K - $230K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
100New |
$4.68K - $5.13K
|
100
$4.87K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.27KClosed |
$200K - $219K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
194New |
$9.08K - $9.95K
|
194
$9.46K
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
25+ 0.54% |
$1.17K - $1.28K
|
4.64K
$226K
|
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
SELL
|
- |
-700Closed |
$32.7K - $35.9K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-5.31KClosed |
$248K - $272K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-6.74KClosed |
$315K - $345K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
BUY
|
- |
113KNew |
$5.26M - $5.77M
|
113K
$5.49M
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
55+ 1.38% |
$2.57K - $2.82K
|
4.03K
$196K
|
|
|
Jul 27, 2022
Q2 2022
|
Fortune 45 LLC
|
SELL
|
- |
-7.02KClosed |
$328K - $360K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-12.2K- 15.58% |
$570K - $625K
|
66K
$3.22M
|
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-4.95KClosed |
$232K - $254K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-6.21KClosed |
$290K - $318K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.5KClosed |
$70.2K - $76.9K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-100Closed |
$4.68K - $5.13K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Tkg Advisors, LLC
|
SELL
|
- |
-10.4K- 20.28% |
$486K - $532K
|
40.8K
$1.99M
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.16KClosed |
$59.3K - $65.1K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-4.5K- 31.03% |
$230K - $252K
|
10K
$487K
|
|
|
May 10, 2022
Q1 2022
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-200Closed |
$10.2K - $11.2K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Fluent Financial, LLC
|
BUY
|
- |
4.56KNew |
$233K - $256K
|
4.56K
$222K
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-11.6KClosed |
$593K - $652K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-4.58KClosed |
$234K - $257K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-4.04KClosed |
$206K - $227K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.4KClosed |
$71.5K - $78.5K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-4.81KClosed |
$246K - $270K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-3.75KClosed |
$191K - $210K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.22K- 91.72% |
$113K - $124K
|
200
$9.75K
|
|