Purchases and Sales Made in Q1 2022 in First Tr ETF Iii Municipal Hig (FMHI)
This table provides information about the institutional ownership of First Tr ETF Iii Municipal Hig (FMHI) during Q1 2022. The information is specifically focused on institutions that hold shares of FIRST TR ETF III MUNICIPAL HIG.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
693+ 6.46% |
$35.4K - $38.9K
|
11.4K
$551K
|
|
Apr 13, 2022
Q1 2022
|
Hedeker Wealth, LLC
|
BUY
|
- |
618+ 3.9% |
$31.5K - $34.7K
|
16.5K
$794K
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
508+ 3.49% |
$25.9K - $28.5K
|
15.1K
$727K
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
432New |
$22.1K - $24.2K
|
432
$20.8K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
402New |
$20.5K - $22.5K
|
402
$19.4K
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
305+ 8.38% |
$15.6K - $17.1K
|
3.94K
$190K
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
301+ 6.62% |
$15.4K - $16.9K
|
4.85K
$234K
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
128+ 1.71% |
$6.53K - $7.18K
|
7.6K
$367K
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
110+ 0.64% |
$5.62K - $6.17K
|
17.3K
$836K
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
100New |
$5.11K - $5.61K
|
100
$4.82K
|
|
May 25, 2022
Q1 2022
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
49+ 0.72% |
$2.5K - $2.75K
|
6.87K
$331K
|
|
Apr 12, 2022
Q1 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
40+ 0.46% |
$2.04K - $2.24K
|
8.71K
$420K
|
|
Apr 25, 2022
Q1 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
38+ 0.16% |
$1.94K - $2.13K
|
23.2K
$1.12M
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
35+ 0.57% |
$1.79K - $1.96K
|
6.18K
$298K
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
23+ 0.5% |
$1.17K - $1.29K
|
4.61K
$222K
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1+ 0.04% |
$51.1 - $56.1
|
2.27K
$109K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-22- 0.42% |
$1.12K - $1.23K
|
5.17K
$249K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-31- 1.66% |
$1.58K - $1.74K
|
1.84K
$88.7K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-90- 1.51% |
$4.59K - $5.05K
|
5.88K
$283K
|
|
May 10, 2022
Q1 2022
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-200Closed |
$10.2K - $11.2K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-268- 1.55% |
$13.7K - $15K
|
17K
$820K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-336- 7.79% |
$17.2K - $18.8K
|
3.98K
$192K
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-389- 7.97% |
$19.9K - $21.8K
|
4.49K
$216K
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-954- 6.1% |
$48.7K - $53.5K
|
14.7K
$708K
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.12K- 47.93% |
$57.3K - $62.9K
|
1.22K
$58.8K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.16KClosed |
$59.3K - $65.1K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.23K- 24.46% |
$62.6K - $68.8K
|
3.79K
$183K
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.4KClosed |
$71.5K - $78.5K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.62K- 2.03% |
$82.8K - $90.9K
|
78.2K
$3.77M
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.67K- 3.37% |
$85.4K - $93.8K
|
48K
$2.31M
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.73K- 24.57% |
$88.3K - $97K
|
5.31K
$256K
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.22K- 91.72% |
$113K - $124K
|
200
$9.64K
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.24K- 34.41% |
$114K - $126K
|
4.27K
$206K
|
|
May 13, 2022
Q1 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-2.53K- 4.5% |
$129K - $142K
|
53.7K
$2.59M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.63K- 5.5% |
$134K - $147K
|
45.2K
$2.18M
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.94K- 4.02% |
$150K - $165K
|
70.2K
$3.39M
|
|
May 13, 2022
Q1 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-3K- 34.42% |
$153K - $168K
|
5.72K
$276K
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.03K- 38.83% |
$155K - $170K
|
4.77K
$230K
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.48K- 21.23% |
$178K - $195K
|
12.9K
$623K
|
|
Apr 18, 2022
Q1 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-3.75KClosed |
$191K - $210K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-4.04KClosed |
$206K - $227K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-4.41KClosed |
$225K - $247K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-4.5K- 31.03% |
$230K - $252K
|
10K
$482K
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-4.58KClosed |
$234K - $257K
|
0
$0
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.7KClosed |
$240K - $263K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-4.81KClosed |
$246K - $270K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-5.35KClosed |
$273K - $300K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.98K- 67.59% |
$305K - $335K
|
2.87K
$138K
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-6.24K- 48.07% |
$318K - $350K
|
6.74K
$325K
|