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 175 institutions that hold shares in the stock, with a total of 10.8 Million shares, which have been reported (via 13F filing form) to have a value of $526 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
|
$74.2 Million
0.16% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
979,679
shares
|
$47.7 Million
0.0% of portfolio
|
Q3 2024
Added 27.88%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
893,772
shares
|
$43.5 Million
0.02% of portfolio
|
Q3 2024
Added 10.72%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
659,790
shares
|
$32.1 Million
0.01% of portfolio
|
Q3 2024
Added 13.5%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
613,333
shares
|
$29.9 Million
0.0% of portfolio
|
Q3 2024
Added 27.21%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
341,570
shares
|
$16.6 Million
1.23% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
329,479
shares
|
$16.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
324,849
shares
|
$15.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
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 |
Nov 14, 2024 Q3 2024 |
182,958
shares
|
$8.91 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
172,366
shares
|
$8.4 Million
0.01% of portfolio
|
Q3 2024
Added 186.06%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
169,954
shares
|
$8.28 Million
1.19% of portfolio
|
Q4 2024
Added 6.56%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
168,686
shares
|
$8.22 Million
0.02% of portfolio
|
Q3 2024
Added 4.74%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
167,193
shares
|
$8.15 Million
2.17% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
141,202
shares
|
$6.88 Million
0.63% of portfolio
|
Q3 2024
Added 31.07%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
139,912
shares
|
$6.82 Million
2.31% of portfolio
|
Q3 2024
Added 5.26%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
129,197
shares
|
$6.29 Million
0.0% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
126,573
shares
|
$6.17 Million
0.0% of portfolio
|
Q3 2024
Added 8.46%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
106,235
shares
|
$5.18 Million
0.0% of portfolio
|
Q3 2024
Added 209.16%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
106,048
shares
|
$5.17 Million
0.02% of portfolio
|
Q3 2024
Added 113.68%
|
|
|
Crumly & Associates Inc.
|
Feb 03, 2025 Q4 2024 |
102,791
shares
|
$5.01 Million
1.54% of portfolio
|
Q4 2024
Reduced 6.22%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
94,973
shares
|
$4.63 Million
0.3% of portfolio
|
Q3 2024
Added 14.05%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
92,224
shares
|
$4.49 Million
0.02% of portfolio
|
Q3 2024
Added 9.16%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
88,070
shares
|
$4.29 Million
0.3% of portfolio
|
Q4 2024
Added 2.27%
|