Purchases and Sales Made in Q1 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
354K+ 170.29% |
$16.4M - $17M
|
562K
$27M
|
|
|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
124KNew |
$5.75M - $5.96M
|
124K
$5.96M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
82.4K+ 19.17% |
$3.82M - $3.96M
|
513K
$24.6M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
55.3K+ 16.14% |
$2.56M - $2.65M
|
398K
$19.1M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
53.4K+ 79.39% |
$2.48M - $2.56M
|
121K
$5.8M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
38.1K+ 313.25% |
$1.77M - $1.83M
|
50.3K
$2.42M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
30.2K+ 11.64% |
$1.4M - $1.45M
|
289K
$13.9M
|
|
|
Jun 26, 2023
Q1 2023
|
Triton Wealth Management, Pllc
|
BUY
|
- |
28.8K+ 655.82% |
$1.34M - $1.38M
|
33.2K
$1.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
21.4K+ 33.53% |
$993K - $1.03M
|
85.4K
$4.1M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21KNew |
$971K - $1.01M
|
21K
$1.01M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
20.1K+ 47.93% |
$933K - $966K
|
62.1K
$2.99M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.3K+ 5.56% |
$756K - $783K
|
310K
$14.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Boyd Wealth Management, LLC
|
BUY
|
- |
16.1KNew |
$744K - $770K
|
16.1K
$771K
|
|
|
Apr 14, 2023
Q1 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
15.9KNew |
$737K - $763K
|
15.9K
$764K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.2K+ 18.62% |
$611K - $633K
|
84K
$4.04M
|
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
12.6K+ 28.58% |
$583K - $604K
|
56.6K
$2.72M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
12.5KNew |
$579K - $600K
|
12.5K
$601K
|
|
|
Apr 24, 2023
Q1 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
10.8KNew |
$499K - $517K
|
10.8K
$518K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.39K+ 1348.56% |
$435K - $450K
|
10.1K
$484K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
8.83K+ 98.6% |
$409K - $424K
|
17.8K
$855K
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
7.71KNew |
$357K - $370K
|
7.71K
$370K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
6.57KNew |
$305K - $315K
|
6.57K
$316K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.93KNew |
$275K - $285K
|
5.93K
$285K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
5.71K+ 36.2% |
$265K - $274K
|
21.5K
$1.03M
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
5.5KNew |
$255K - $264K
|
5.5K
$264K
|
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
5.29KNew |
$245K - $254K
|
5.29K
$254K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.24K+ 88.11% |
$243K - $251K
|
11.2K
$538K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.22K+ 34.28% |
$242K - $250K
|
20.4K
$982K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.17K+ 14.56% |
$240K - $248K
|
40.7K
$1.96M
|
|
|
May 01, 2023
Q1 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
5.1KNew |
$236K - $245K
|
5.1K
$245K
|
|
|
Apr 18, 2023
Q1 2023
|
Hedeker Wealth, LLC
|
BUY
|
- |
5K+ 88.11% |
$231K - $240K
|
10.7K
$512K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.52K+ 8.46% |
$209K - $217K
|
57.9K
$2.78M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
4.41KNew |
$204K - $212K
|
4.41K
$212K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.26K+ 1.6% |
$197K - $204K
|
271K
$13M
|
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
BUY
|
- |
3.85K+ 68.52% |
$179K - $185K
|
9.48K
$455K
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.8K+ 78.68% |
$176K - $182K
|
8.62K
$414K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.28K+ 67.53% |
$152K - $157K
|
8.13K
$390K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.71K+ 57.03% |
$125K - $130K
|
7.45K
$358K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.71K+ 18.85% |
$79.3K - $82.1K
|
10.8K
$518K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.67K+ 17.84% |
$77.3K - $80.1K
|
11K
$530K
|
|
|
May 15, 2023
Q1 2023
|
Advisory Resource Group
|
BUY
|
- |
1.6K+ 3.61% |
$74K - $76.6K
|
45.9K
$2.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.25K+ 28.32% |
$58K - $60K
|
5.67K
$272K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.2K+ 10.47% |
$55.4K - $57.4K
|
12.6K
$606K
|
|
|
Apr 17, 2023
Q1 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.17K+ 11.07% |
$54.4K - $56.3K
|
11.8K
$566K
|
|
|
Apr 06, 2023
Q1 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.12K+ 12.01% |
$51.7K - $53.6K
|
10.4K
$500K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.09K+ 16.23% |
$50.3K - $52.1K
|
7.77K
$373K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1KNew |
$46.3K - $48K
|
1K
$48.1K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
670+ 14.3% |
$31K - $32.2K
|
5.36K
$257K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
589+ 5.92% |
$27.3K - $28.3K
|
10.5K
$507K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
576+ 127.43% |
$26.7K - $27.6K
|
1.03K
$49.4K
|