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 |
|---|---|---|---|---|---|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
12,088
shares
|
$582,399
0.03% of portfolio
|
Q4 2024
Added 17.37%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
11,961
shares
|
$576,280
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
11,783
shares
|
$567,704
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
11,699
shares
|
$563,657
0.05% of portfolio
|
Q4 2024
Added 4.29%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
11,436
shares
|
$550,986
0.03% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
10,995
shares
|
$529,739
0.0% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
10,961
shares
|
$528,100
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
10,879
shares
|
$524,150
0.01% of portfolio
|
Q4 2022
Added 11.83%
|
|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
10,738
shares
|
$517,356
0.24% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
10,562
shares
|
$508,877
0.04% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
10,349
shares
|
$498,614
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
10,170
shares
|
$489,990
0.02% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
10,157
shares
|
$489,364
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
9,596
shares
|
$462,335
0.0% of portfolio
|
Q4 2024
Reduced 11.82%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Feb 05, 2025 Q4 2024 |
9,517
shares
|
$458,529
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
9,508
shares
|
$458,095
0.01% of portfolio
|
Q4 2024
Added 76.63%
|
|
|
Hedeker Wealth, LLC
|
Jan 27, 2025 Q4 2024 |
9,472
shares
|
$456,360
0.12% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
9,412
shares
|
$453,470
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
8,408
shares
|
$405,097
0.18% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
8,400
shares
|
$404,712
0.01% of portfolio
|
Q1 2024
Added 100.0%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
8,285
shares
|
$399,171
0.01% of portfolio
|
Q4 2024
Added 10.01%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
8,236
shares
|
$396,810
0.02% of portfolio
|
Q4 2024
Added 6.08%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
8,228
shares
|
$396,425
0.01% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
8,000
shares
|
$385,440
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
7,963
shares
|
$383,657
0.0% of portfolio
|
Q4 2024
Added 14.66%
|