Institutional Ownership First Tr ETF Iii Municipal Hig (FMHI)
This table provides information about the institutional ownership of First Tr ETF Iii Municipal Hig (FMHI). We have compiled data on the 183 institutions that hold shares in the stock, with a total of 12.5 Million shares, which have been reported (via 13F filing form) to have a value of $579 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
1,303,252
shares
|
$60.5 Million
0.13% of portfolio
|
Q1 2025
Added 13.2%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,293,211
shares
|
$60.1 Million
0.0% of portfolio
|
Q1 2025
Added 18.89%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
978,176
shares
|
$45.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
772,560
shares
|
$35.9 Million
0.01% of portfolio
|
Q1 2025
Added 10.33%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
714,550
shares
|
$33.2 Million
0.0% of portfolio
|
Q1 2025
Added 6.34%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
403,236
shares
|
$18.7 Million
0.0% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
383,724
shares
|
$17.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
317,181
shares
|
$14.7 Million
1.17% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
May 06, 2025 Q1 2025 |
251,112
shares
|
$11.7 Million
1.91% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
238,344
shares
|
$11.1 Million
0.07% of portfolio
|
Q1 2025
Added 12.98%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
233,824
shares
|
$10.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 34.56%
|
|
|
Slate Stone Wealth, LLC
|
May 08, 2025 Q1 2025 |
233,078
shares
|
$10.8 Million
1.12% of portfolio
|
Q1 2025
Added 40.49%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
232,635
shares
|
$10.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Apr 23, 2025 Q1 2025 |
208,500
shares
|
$9.68 Million
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
203,823
shares
|
$9.47 Million
0.02% of portfolio
|
Q1 2025
Added 6.86%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
May 12, 2025 Q1 2025 |
193,076
shares
|
$8.97 Million
2.39% of portfolio
|
Q1 2025
Added 9.62%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
191,717
shares
|
$8.91 Million
0.01% of portfolio
|
Q1 2025
Added 24.34%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Apr 25, 2025 Q1 2025 |
165,438
shares
|
$7.68 Million
2.66% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
146,712
shares
|
$6.81 Million
0.0% of portfolio
|
Q1 2025
Added 5.96%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
146,065
shares
|
$6.78 Million
1.01% of portfolio
|
Q1 2025
Reduced 14.06%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
139,418
shares
|
$6.48 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
134,146
shares
|
$6.23 Million
0.02% of portfolio
|
Q1 2025
Added 9.05%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
129,197
shares
|
$6 Million
0.0% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
126,357
shares
|
$5.87 Million
0.02% of portfolio
|
Q1 2025
Added 701.76%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
116,264
shares
|
$5.4 Million
0.33% of portfolio
|
Q1 2025
Added 12.02%
|