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 |
---|---|---|---|---|---|---|---|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
495+ 4.67% |
$22.9K - $23.8K
|
11.1K
$533K
|
|
May 15, 2023
Q1 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
494+ 3.7% |
$22.9K - $23.7K
|
13.8K
$665K
|
|
Apr 26, 2023
Q1 2023
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
488+ 2.89% |
$22.6K - $23.4K
|
17.4K
$836K
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
445+ 6.48% |
$20.6K - $21.4K
|
7.31K
$351K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
390New |
$18.1K - $18.7K
|
390
$18.7K
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
357+ 6.59% |
$16.5K - $17.1K
|
5.77K
$277K
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
BUY
|
- |
280New |
$13K - $13.4K
|
280
$13.5K
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
BUY
|
- |
273+ 0.48% |
$12.7K - $13.1K
|
56.8K
$2.73M
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
230New |
$10.7K - $11K
|
230
$11.1K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
204+ 10.69% |
$9.45K - $9.79K
|
2.11K
$101K
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
197+ 0.73% |
$9.13K - $9.45K
|
27.2K
$1.31M
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
175+ 0.82% |
$8.11K - $8.4K
|
21.6K
$1.04M
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
145+ 2.39% |
$6.72K - $6.96K
|
6.21K
$298K
|
|
Apr 20, 2023
Q1 2023
|
G&S Capital LLC
|
BUY
|
- |
119+ 1.57% |
$5.51K - $5.71K
|
7.68K
$369K
|
|
Apr 18, 2023
Q1 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
69+ 0.98% |
$3.2K - $3.31K
|
7.12K
$342K
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
42+ 0.49% |
$1.95K - $2.02K
|
8.57K
$412K
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
18+ 0.25% |
$834 - $864
|
7.11K
$342K
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11+ 0.18% |
$510 - $528
|
6.12K
$294K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-32Closed |
$1.48K - $1.54K
|
0
$0
|
|
Apr 26, 2023
Q1 2023
|
Atlas Private Wealth Management
|
SELL
|
- |
-141- 0.54% |
$6.53K - $6.77K
|
25.9K
$1.25M
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-170- 0.33% |
$7.88K - $8.16K
|
51.7K
$2.48M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-174- 0.61% |
$8.06K - $8.35K
|
28.5K
$1.37M
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-175- 2.79% |
$8.11K - $8.4K
|
6.11K
$293K
|
|
May 10, 2023
Q1 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-350- 4.89% |
$16.2K - $16.8K
|
6.81K
$327K
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-440- 94.42% |
$20.4K - $21.1K
|
26
$1.25K
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-500- 7.16% |
$23.2K - $24K
|
6.48K
$311K
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-671- 4.62% |
$31.1K - $32.2K
|
13.9K
$666K
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-692- 0.84% |
$32.1K - $33.2K
|
82.2K
$3.95M
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-977- 5.28% |
$45.3K - $46.9K
|
17.5K
$842K
|
|
Apr 17, 2023
Q1 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-1.08K- 15.06% |
$50.2K - $52K
|
6.11K
$294K
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.28K- 19.22% |
$59.3K - $61.4K
|
5.38K
$258K
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.52K- 6.67% |
$70.4K - $72.9K
|
21.3K
$1.02M
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.67K- 15.14% |
$77.3K - $80.1K
|
9.36K
$450K
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.77K- 9.42% |
$81.8K - $84.8K
|
17K
$816K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.81K- 8.3% |
$84.1K - $87.1K
|
20.1K
$963K
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.47K- 88.96% |
$115K - $119K
|
307
$14.8K
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.51K- 9.81% |
$116K - $120K
|
23.1K
$1.11M
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.23K- 16.73% |
$150K - $155K
|
16.1K
$773K
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-3.32K- 16.25% |
$154K - $159K
|
17.1K
$822K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-3.68KClosed |
$170K - $177K
|
0
$0
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.52K- 25.27% |
$209K - $217K
|
13.4K
$642K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.67K- 17.84% |
$216K - $224K
|
21.5K
$1.03M
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-5.91K- 32.19% |
$274K - $284K
|
12.5K
$599K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.03K- 23.29% |
$279K - $289K
|
19.8K
$954K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.44K- 10.95% |
$298K - $309K
|
52.4K
$2.52M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.77K- 16.0% |
$314K - $325K
|
35.5K
$1.71M
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-9.36K- 18.54% |
$434K - $449K
|
41.1K
$1.98M
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.44K- 47.42% |
$438K - $453K
|
10.5K
$503K
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-11.9K- 40.21% |
$550K - $569K
|
17.6K
$847K
|