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 157 institutions that hold shares in the stock, with a total of 9.44 Million shares, which have been reported (via 13F filing form) to have a value of $467 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Hedeker Wealth, LLC
|
Jul 19, 2024 Q2 2024 |
9,420
shares
|
$465,913
0.14% of portfolio
|
Q2 2024
Reduced 2.02%
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
9,187
shares
|
$454,389
0.02% of portfolio
|
Q2 2024
Added 5.87%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
8,761
shares
|
$433,319
0.01% of portfolio
|
Q2 2024
Added 14.08%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
8,400
shares
|
$415,464
0.01% of portfolio
|
Q1 2024
Added 100.0%
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
8,240
shares
|
$407,550
0.01% of portfolio
|
Q2 2024
Added 0.97%
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 11, 2024 Q2 2024 |
8,212
shares
|
$406,165
0.19% of portfolio
|
Q2 2024
Added 1.05%
|
|
Spider Rock Advisors, LLC
|
Aug 12, 2024 Q2 2024 |
8,000
shares
|
$395,680
0.01% of portfolio
|
Q2 2024
New holding
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
7,710
shares
|
$381,336
0.01% of portfolio
|
Q1 2024
Reduced 0.42%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 29, 2024 Q2 2024 |
7,615
shares
|
$376,637
0.01% of portfolio
|
Q2 2024
Added 6.73%
|
|
Stratos Wealth Partners, Ltd.
|
Jul 24, 2024 Q2 2024 |
7,537
shares
|
$372,780
0.01% of portfolio
|
Q2 2024
Added 0.15%
|
|
Genesee Capital Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
7,395
shares
|
$365,756
0.18% of portfolio
|
Q2 2024
Added 1.01%
|
|
Aurora Private Wealth, Inc.
|
Jul 17, 2024 Q2 2024 |
7,145
shares
|
$353,391
0.3% of portfolio
|
Q2 2024
Added 1.02%
|
|
Chicago Partners Investment Group LLC
|
Jul 31, 2024 Q2 2024 |
7,059
shares
|
$349,138
0.01% of portfolio
|
Q2 2024
Added 3.49%
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
6,945
shares
|
$343,499
0.0% of portfolio
|
Q4 2023
Added 6.94%
|
|
J.W. Cole Advisors, Inc.
|
Aug 08, 2024 Q2 2024 |
6,593
shares
|
$326,089
0.02% of portfolio
|
Q2 2024
New holding
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jul 25, 2024 Q2 2024 |
6,389
shares
|
$315,999
0.11% of portfolio
|
Q2 2024
Reduced 13.45%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
6,135
shares
|
$303,437
0.0% of portfolio
|
Q2 2024
Added 4.46%
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
6,027
shares
|
$298,095
0.12% of portfolio
|
Q3 2023
Reduced 3.83%
|
|
Xcel Wealth Management, LLC
|
Jul 23, 2024 Q2 2024 |
6,000
shares
|
$296,760
0.09% of portfolio
|
Q1 2024
New holding
|
|
Lokken Investment Group LLC
|
Aug 09, 2024 Q2 2024 |
5,973
shares
|
$295,424
0.14% of portfolio
|
Q2 2024
New holding
|
|
Clear Creek Financial Management, LLC
|
Jul 25, 2024 Q2 2024 |
5,957
shares
|
$294,633
0.04% of portfolio
|
Q2 2024
Reduced 5.59%
|
|
Waddell & Associates, LLC
|
Aug 06, 2024 Q2 2024 |
5,920
shares
|
$292,803
0.04% of portfolio
|
Q2 2024
Reduced 9.2%
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
5,775
shares
|
$285,631
0.01% of portfolio
|
Q2 2024
New holding
|
|
Oppenheimer & CO Inc
New York, NY |
Aug 07, 2024 Q2 2024 |
5,398
shares
|
$266,985
0.0% of portfolio
|
Q2 2024
New holding
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
5,383
shares
|
$266,243
0.01% of portfolio
|
Q2 2024
Added 25.1%
|