Latest Institutional Purchases of First Tr ETF Iii Municipal Hig (FMHI)
This list provides information on the latest institutional transactions involving First Tr ETF Iii Municipal Hig (FMHI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
4.37KNew |
$207K - $212K
|
4.37K
$210K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.81KNew |
$181K - $185K
|
3.81K
$184K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.2K+ 18.0% |
$152K - $156K
|
21K
$1.01M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.03K+ 4.09% |
$96.2K - $98.7K
|
51.7K
$2.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.08K+ 25.1% |
$51.2K - $52.5K
|
5.38K
$260K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
625New |
$29.6K - $30.4K
|
625
$30.1K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
260New |
$12.3K - $12.6K
|
260
$12.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
206New |
$9.76K - $10K
|
206
$9.93K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
100New |
$4.74K - $4.87K
|
100
$4.82K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3New |
$142 - $146
|
3
$145
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.53% |
$47.4 - $48.7
|
188
$9.06K
|
|
| Q1 2024 | |||||||
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
31.5KNew |
$1.49M - $1.52M
|
31.5K
$1.52M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
30KNew |
$1.42M - $1.45M
|
30K
$1.45M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
15.8KNew |
$743K - $761K
|
15.8K
$760K
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
6KNew |
$283K - $290K
|
6K
$289K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.87KNew |
$277K - $284K
|
5.87K
$283K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.5K+ 4.37% |
$212K - $217K
|
108K
$5.19M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.2K+ 100.0% |
$198K - $203K
|
8.4K
$405K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1K+ 66.67% |
$47.2K - $48.3K
|
2.5K
$121K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
266New |
$12.5K - $12.8K
|
266
$12.8K
|
|
| Q4 2023 | |||||||
|
Feb 06, 2024
Q4 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
38.9KNew |
$1.71M - $1.86M
|
38.9K
$1.87M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
31.5KNew |
$1.39M - $1.51M
|
31.5K
$1.52M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
11.8KNew |
$518K - $563K
|
11.8K
$568K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.45KNew |
$416K - $452K
|
9.45K
$456K
|
|
|
Nov 18, 2024
Q4 2023
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
6KNew |
$264K - $287K
|
6K
$289K
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
4.92KNew |
$216K - $235K
|
4.92K
$237K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.47KNew |
$197K - $214K
|
4.47K
$216K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
4.38KNew |
$192K - $209K
|
4.38K
$211K
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.45K+ 9.3% |
$63.8K - $69.3K
|
17.1K
$822K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.11KNew |
$48.7K - $52.9K
|
1.11K
$53.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.01KNew |
$44.4K - $48.3K
|
1.01K
$48.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
451+ 6.94% |
$19.8K - $21.6K
|
6.95K
$335K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
364New |
$16K - $17.4K
|
364
$17.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
53+ 5.2% |
$2.33K - $2.53K
|
1.07K
$51.7K
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Econ Financial Services Corp
|
BUY
|
- |
5.96KNew |
$268K - $283K
|
5.96K
$287K
|
|
|
Oct 18, 2023
Q3 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.1K+ 110.0% |
$49.5K - $52.2K
|
2.1K
$101K
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
7KNew |
$322K - $332K
|
7K
$337K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
844New |
$38.9K - $40.1K
|
844
$40.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
117+ 0.68% |
$5.39K - $5.55K
|
17.2K
$831K
|
|
| Q1 2023 | |||||||
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21KNew |
$971K - $1.01M
|
21K
$1.01M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
12.5KNew |
$579K - $600K
|
12.5K
$603K
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
7.71KNew |
$357K - $370K
|
7.71K
$372K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
5.71K+ 36.2% |
$265K - $274K
|
21.5K
$1.04M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1KNew |
$46.3K - $48K
|
1K
$48.2K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
576+ 127.43% |
$26.7K - $27.6K
|
1.03K
$49.6K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
390New |
$18.1K - $18.7K
|
390
$18.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
BUY
|
- |
280New |
$13K - $13.4K
|
280
$13.5K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
230New |
$10.7K - $11K
|
230
$11.1K
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7.66KNew |
$340K - $363K
|
7.66K
$369K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.15K+ 11.83% |
$51K - $54.5K
|
10.9K
$524K
|
|