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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4.04K+ 8.84% |
$190K - $195K
|
49.7K
$2.39M
|
|
|
May 13, 2024
Q1 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
3.94K+ 18.7% |
$186K - $190K
|
25K
$1.21M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.3K+ 330.3% |
$156K - $160K
|
4.3K
$207K
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3.12K+ 15.77% |
$147K - $151K
|
22.9K
$1.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
3.1K+ 18.41% |
$146K - $150K
|
19.9K
$961K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.95K+ 28.04% |
$139K - $142K
|
13.5K
$649K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
2.6K+ 1.99% |
$123K - $126K
|
133K
$6.42M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.37K+ 3.82% |
$112K - $114K
|
64.3K
$3.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
2.19K+ 3.44% |
$103K - $106K
|
65.8K
$3.17M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.15K+ 13.18% |
$102K - $104K
|
18.5K
$891K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.82K+ 11.37% |
$85.6K - $87.7K
|
17.8K
$857K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.79K+ 30.32% |
$84.3K - $86.3K
|
7.68K
$370K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.43K+ 2.61% |
$67.2K - $68.8K
|
56K
$2.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.22K+ 18.61% |
$57.5K - $58.9K
|
7.77K
$375K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.16K+ 4.78% |
$54.6K - $55.9K
|
25.4K
$1.22M
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1K+ 66.67% |
$47.2K - $48.3K
|
2.5K
$121K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
700+ 6.7% |
$33K - $33.8K
|
11.2K
$538K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
603+ 1.32% |
$28.4K - $29.1K
|
46.4K
$2.24M
|
|
|
May 09, 2024
Q1 2024
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
572+ 3.19% |
$27K - $27.6K
|
18.5K
$891K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
266New |
$12.5K - $12.8K
|
266
$12.8K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
229+ 2.9% |
$10.8K - $11.1K
|
8.13K
$392K
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
187New |
$8.82K - $9.03K
|
187
$9.02K
|
|
|
May 13, 2024
Q1 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
135+ 0.98% |
$6.37K - $6.52K
|
13.9K
$672K
|
|
|
Apr 18, 2024
Q1 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
122+ 1.29% |
$5.75K - $5.89K
|
9.61K
$463K
|
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
96+ 1.33% |
$4.53K - $4.64K
|
7.32K
$353K
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
90+ 1.29% |
$4.24K - $4.35K
|
7.07K
$341K
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
63+ 0.59% |
$2.97K - $3.04K
|
10.7K
$514K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
51+ 0.63% |
$2.4K - $2.46K
|
8.16K
$393K
|
|
|
Apr 15, 2024
Q1 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
37+ 0.33% |
$1.74K - $1.79K
|
11.3K
$546K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
33+ 0.3% |
$1.56K - $1.59K
|
10.9K
$527K
|
|
|
Apr 24, 2024
Q1 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
16+ 0.34% |
$754 - $773
|
4.67K
$225K
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
8+ 0.15% |
$377 - $386
|
5.44K
$262K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-17- 0.1% |
$802 - $821
|
16.2K
$780K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-32- 0.42% |
$1.51K - $1.55K
|
7.68K
$370K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-62- 0.66% |
$2.92K - $2.99K
|
9.33K
$450K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-132- 0.47% |
$6.22K - $6.38K
|
27.7K
$1.34M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-227- 1.61% |
$10.7K - $11K
|
13.9K
$670K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-262- 1.38% |
$12.4K - $12.7K
|
18.7K
$901K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-300- 49.83% |
$14.1K - $14.5K
|
302
$14.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-512- 6.98% |
$24.1K - $24.7K
|
6.82K
$329K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-575- 2.71% |
$27.1K - $27.8K
|
20.7K
$997K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-696- 7.42% |
$32.8K - $33.6K
|
8.68K
$418K
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
SELL
|
- |
-729- 1.77% |
$34.4K - $35.2K
|
40.5K
$1.95M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-835- 30.74% |
$39.4K - $40.3K
|
1.88K
$90.7K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-889- 10.75% |
$41.9K - $42.9K
|
7.38K
$356K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.1K- 1.29% |
$51.8K - $53K
|
84K
$4.05M
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-1.28K- 11.08% |
$60.4K - $61.9K
|
10.3K
$496K
|
|
|
Apr 24, 2024
Q1 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-1.36K- 7.0% |
$64.1K - $65.7K
|
18.1K
$870K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.73K- 9.35% |
$81.5K - $83.5K
|
16.8K
$808K
|