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 186 institutions that hold shares in the stock, with a total of 11.9 Million shares, which have been reported (via 13F filing form) to have a value of $574 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
1,522,681
shares
|
$73.8 Million
0.16% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,087,698
shares
|
$52.7 Million
0.0% of portfolio
|
Q4 2024
Added 11.03%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
984,276
shares
|
$47.7 Million
0.02% of portfolio
|
Q4 2024
Added 10.13%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
700,256
shares
|
$34 Million
0.01% of portfolio
|
Q4 2024
Added 6.13%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
671,953
shares
|
$32.6 Million
0.0% of portfolio
|
Q4 2024
Added 9.56%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
398,266
shares
|
$19.3 Million
0.0% of portfolio
|
Q4 2024
Added 22.6%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
386,664
shares
|
$18.7 Million
0.01% of portfolio
|
Q4 2024
Added 17.36%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
357,337
shares
|
$17.3 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
341,570
shares
|
$16.6 Million
1.23% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
244,826
shares
|
$11.9 Million
1.78% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
232,635
shares
|
$11.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
210,955
shares
|
$10.2 Million
0.06% of portfolio
|
Q4 2024
Added 15.3%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
190,730
shares
|
$9.25 Million
0.02% of portfolio
|
Q4 2024
Added 13.07%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
176,136
shares
|
$8.54 Million
2.33% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
169,954
shares
|
$8.24 Million
1.19% of portfolio
|
Q4 2024
Added 6.56%
|
|
|
Slate Stone Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
165,903
shares
|
$8.04 Million
0.79% of portfolio
|
Q4 2024
Added 17.49%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Feb 13, 2025 Q4 2024 |
160,537
shares
|
$7.78 Million
2.58% of portfolio
|
Q4 2024
Added 14.74%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
154,193
shares
|
$7.48 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.54%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
146,387
shares
|
$7.1 Million
0.0% of portfolio
|
Q4 2024
Added 15.65%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
138,457
shares
|
$6.71 Million
0.0% of portfolio
|
Q4 2024
Added 30.33%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
129,197
shares
|
$6.26 Million
0.0% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
123,008
shares
|
$5.96 Million
0.02% of portfolio
|
Q4 2024
Added 15.99%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
103,792
shares
|
$5.03 Million
0.31% of portfolio
|
Q4 2024
Added 9.29%
|
|
|
Crumly & Associates Inc.
|
Feb 03, 2025 Q4 2024 |
102,791
shares
|
$4.98 Million
1.54% of portfolio
|
Q4 2024
Reduced 6.22%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Feb 10, 2025 Q4 2024 |
97,019
shares
|
$4.7 Million
0.96% of portfolio
|
Q4 2024
New holding
|