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 11.6 Million shares, which have been reported (via 13F filing form) to have a value of $561 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
19,825
shares
|
$955,168
0.1% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
19,574
shares
|
$943,075
0.01% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Feb 11, 2025 Q4 2024 |
19,513
shares
|
$940,136
0.26% of portfolio
|
Q4 2024
Added 11.59%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
19,230
shares
|
$926,501
0.0% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Boyd Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
18,492
shares
|
$890,944
0.44% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
18,377
shares
|
$885,403
0.0% of portfolio
|
Q4 2024
Reduced 9.99%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
18,100
shares
|
$872,058
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
17,652
shares
|
$850,473
0.02% of portfolio
|
Q4 2024
Added 5.14%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
17,143
shares
|
$825,949
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
17,038
shares
|
$820,890
0.02% of portfolio
|
Q4 2024
Added 5.53%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
16,078
shares
|
$774,638
0.01% of portfolio
|
Q4 2024
Reduced 15.01%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
15,760
shares
|
$759,316
0.0% of portfolio
|
Q4 2024
Reduced 9.12%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
14,815
shares
|
$713,786
0.06% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
14,465
shares
|
$696,923
0.14% of portfolio
|
Q4 2024
Added 31.68%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
14,463
shares
|
$696,827
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
14,318
shares
|
$689,841
0.01% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Feb 10, 2025 Q4 2024 |
13,852
shares
|
$667,389
0.71% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
13,366
shares
|
$643,973
0.0% of portfolio
|
Q4 2024
Reduced 28.73%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
13,300
shares
|
$640,794
0.02% of portfolio
|
Q4 2024
Reduced 39.31%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
13,257
shares
|
$638,722
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
12,768
shares
|
$615,162
0.01% of portfolio
|
Q4 2024
Reduced 28.41%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
12,509
shares
|
$602,683
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
12,405
shares
|
$597,672
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Bka Wealth Consulting, Inc.
|
Jan 13, 2025 Q4 2024 |
12,396
shares
|
$597,239
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
12,269
shares
|
$591,120
0.02% of portfolio
|
Q4 2024
Added 0.23%
|