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 |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
11,783
shares
|
$547,320
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
11,550
shares
|
$536,497
0.03% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
11,092
shares
|
$515,223
0.02% of portfolio
|
Q1 2025
Reduced 9.59%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
10,995
shares
|
$510,717
0.0% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
10,879
shares
|
$505,329
0.01% of portfolio
|
Q4 2022
Added 11.83%
|
|
|
Curran Financial Partners, LLC
|
Apr 21, 2025 Q1 2025 |
10,873
shares
|
$505,050
0.15% of portfolio
|
Q1 2025
Added 90.05%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
10,693
shares
|
$496,689
0.18% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Wealth Care Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
10,599
shares
|
$492,323
0.22% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
10,394
shares
|
$482,801
0.02% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
10,276
shares
|
$477,320
0.0% of portfolio
|
Q1 2025
Added 7.09%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
10,122
shares
|
$470,166
0.01% of portfolio
|
Q1 2025
Added 6.46%
|
|
|
Hedeker Wealth, LLC
|
May 06, 2025 Q1 2025 |
9,809
shares
|
$455,628
0.13% of portfolio
|
Q1 2025
Added 3.56%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
9,612
shares
|
$446,477
0.03% of portfolio
|
Q1 2025
Reduced 8.99%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
9,035
shares
|
$419,675
0.01% of portfolio
|
Q1 2025
Reduced 12.7%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 02, 2025 Q1 2025 |
9,034
shares
|
$419,629
0.01% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
8,848
shares
|
$410,989
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
8,457
shares
|
$392,827
0.04% of portfolio
|
Q1 2025
Reduced 16.74%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
8,400
shares
|
$390,180
0.01% of portfolio
|
Q1 2024
Added 100.0%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
8,228
shares
|
$382,190
0.01% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
8,199
shares
|
$380,843
0.0% of portfolio
|
Q1 2025
Reduced 38.66%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
8,114
shares
|
$376,895
0.18% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Mattern Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
8,050
shares
|
$373,922
0.09% of portfolio
|
Q1 2025
Reduced 14.47%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
8,000
shares
|
$371,600
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
7,963
shares
|
$369,881
0.0% of portfolio
|
Q4 2024
Added 14.66%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
7,885
shares
|
$366,258
0.0% of portfolio
|
Q1 2025
New holding
|