Purchases and Sales Made in Q1 2024 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 2024. 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 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
308K+ 401.48% |
$14.5M - $14.9M
|
385K
$18.6M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
158K+ 31.86% |
$7.45M - $7.64M
|
654K
$31.5M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
158K+ 31.86% |
$7.45M - $7.64M
|
654K
$31.5M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
138K+ 1657.22% |
$6.49M - $6.65M
|
146K
$7.04M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
97.8K+ 24.03% |
$4.61M - $4.72M
|
505K
$24.3M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
96.4K+ 881.4% |
$4.55M - $4.66M
|
107K
$5.18M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
76.8K+ 21.58% |
$3.62M - $3.71M
|
433K
$20.9M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
68.6K+ 10.15% |
$3.24M - $3.32M
|
745K
$35.9M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
64.8KNew |
$3.06M - $3.13M
|
64.8K
$3.13M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
59.4K+ 110.17% |
$2.8M - $2.87M
|
113K
$5.46M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
45.9K+ 15.12% |
$2.16M - $2.22M
|
350K
$16.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
44.7K+ 3.23% |
$2.11M - $2.16M
|
1.43M
$68.8M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
39.8K+ 394.44% |
$1.88M - $1.92M
|
49.9K
$2.41M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
31.5KNew |
$1.49M - $1.52M
|
31.5K
$1.52M
|
|
|
May 14, 2024
Q1 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
30.2KNew |
$1.42M - $1.46M
|
30.2K
$1.45M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
30KNew |
$1.42M - $1.45M
|
30K
$1.45M
|
|
|
Apr 17, 2024
Q1 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
17.4KNew |
$820K - $840K
|
17.4K
$839K
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
16.7K+ 9.16% |
$787K - $806K
|
199K
$9.58M
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
16K+ 16.3% |
$756K - $774K
|
114K
$5.51M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
15.8KNew |
$743K - $761K
|
15.8K
$760K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
15.4KNew |
$728K - $746K
|
15.4K
$744K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
14.3K+ 117.68% |
$677K - $693K
|
26.5K
$1.28M
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
11.2K+ 6.62% |
$530K - $543K
|
181K
$8.73M
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
10.6K+ 37.34% |
$502K - $514K
|
39.1K
$1.89M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.68K+ 11.57% |
$457K - $468K
|
93.4K
$4.5M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.34K+ 172.23% |
$393K - $403K
|
13.2K
$636K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.95K+ 11.6% |
$375K - $384K
|
76.5K
$3.69M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
7.81KNew |
$368K - $377K
|
7.81K
$376K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.36K+ 37.61% |
$347K - $355K
|
26.9K
$1.3M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.14KNew |
$336K - $345K
|
7.14K
$344K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.03K+ 129.47% |
$331K - $340K
|
12.5K
$601K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.87K+ 10.58% |
$324K - $332K
|
71.8K
$3.46M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.76K+ 13.98% |
$319K - $326K
|
55.1K
$2.66M
|
|
|
May 02, 2024
Q1 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
6.61K+ 28.21% |
$312K - $319K
|
30K
$1.45M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.61K+ 25.03% |
$312K - $319K
|
33K
$1.59M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
6.31KNew |
$298K - $305K
|
6.31K
$304K
|
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
6.09K+ 26.14% |
$287K - $294K
|
29.4K
$1.42M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
6.08K+ 77.37% |
$287K - $294K
|
13.9K
$672K
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
6KNew |
$283K - $290K
|
6K
$289K
|
|
|
Nov 18, 2024
Q1 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
6KNew |
$283K - $290K
|
6K
$289K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.9K+ 21.52% |
$278K - $285K
|
33.3K
$1.61M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.87KNew |
$277K - $284K
|
5.87K
$283K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.87KNew |
$277K - $284K
|
5.87K
$283K
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
5.68K+ 9.6% |
$268K - $274K
|
64.9K
$3.13M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.67K+ 88.3% |
$267K - $274K
|
12.1K
$583K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.32K+ 22.91% |
$251K - $257K
|
28.5K
$1.37M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.08K+ 12.3% |
$239K - $245K
|
46.4K
$2.24M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.5K+ 4.37% |
$212K - $217K
|
108K
$5.19M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.48K+ 47.98% |
$211K - $216K
|
13.8K
$666K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.2K+ 100.0% |
$198K - $203K
|
8.4K
$405K
|