Purchases and Sales Made in Q1 2025 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 2025. 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 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
209KNew |
$9.9M - $10.2M
|
209K
$9.68M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
206K+ 18.89% |
$9.76M - $10M
|
1.29M
$60.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
152K+ 13.2% |
$7.21M - $7.42M
|
1.3M
$60.5M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
111K+ 701.76% |
$5.25M - $5.4M
|
126K
$5.87M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
72.3K+ 10.33% |
$3.43M - $3.53M
|
773K
$35.9M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
67.2K+ 40.49% |
$3.19M - $3.28M
|
233K
$10.8M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
56.8K+ 117.66% |
$2.7M - $2.77M
|
105K
$4.88M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
46.6KNew |
$2.21M - $2.28M
|
46.6K
$2.17M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
42.6K+ 6.34% |
$2.02M - $2.08M
|
715K
$33.2M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
37.8KNew |
$1.79M - $1.85M
|
37.8K
$1.76M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
37.5K+ 24.34% |
$1.78M - $1.83M
|
192K
$8.91M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
27.4K+ 12.98% |
$1.3M - $1.34M
|
238K
$11.1M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
23.4K+ 42.78% |
$1.11M - $1.14M
|
78.2K
$3.63M
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
21.2KNew |
$1.01M - $1.04M
|
21.2K
$985K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.5K+ 35.94% |
$924K - $951K
|
73.7K
$3.42M
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
16.9K+ 9.62% |
$804K - $827K
|
193K
$8.97M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
15.9K+ 27.46% |
$757K - $778K
|
74K
$3.44M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
14.8K+ 65.04% |
$700K - $721K
|
37.4K
$1.74M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.1K+ 6.86% |
$622K - $639K
|
204K
$9.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
12.8KNew |
$607K - $625K
|
12.8K
$594K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
12.5K+ 12.02% |
$592K - $609K
|
116K
$5.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
11.3K+ 440.99% |
$536K - $551K
|
13.8K
$643K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.1K+ 9.05% |
$529K - $544K
|
134K
$6.23M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
10.9K+ 42.67% |
$517K - $532K
|
36.4K
$1.69M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
10K+ 13.65% |
$477K - $490K
|
83.6K
$3.88M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
8.85KNew |
$420K - $432K
|
8.85K
$411K
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
8.79K+ 140.62% |
$417K - $429K
|
15K
$698K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.26K+ 5.96% |
$392K - $403K
|
147K
$6.81M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.16K+ 39.25% |
$387K - $399K
|
29K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
7.89KNew |
$374K - $385K
|
7.89K
$366K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
7.77K+ 29.59% |
$369K - $379K
|
34K
$1.58M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.63K+ 44.53% |
$362K - $373K
|
24.8K
$1.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
7.21K+ 8.18% |
$342K - $352K
|
95.3K
$4.43M
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
6.29K+ 2.57% |
$298K - $307K
|
251K
$11.7M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
5.86K+ 34.42% |
$278K - $286K
|
22.9K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.73K+ 6.06% |
$272K - $280K
|
100K
$4.65M
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
5.15K+ 90.05% |
$245K - $252K
|
10.9K
$505K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
4.97K+ 1.25% |
$236K - $243K
|
403K
$18.7M
|
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
4.9K+ 3.05% |
$233K - $239K
|
165K
$7.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.54K+ 24.69% |
$215K - $222K
|
22.9K
$1.06M
|
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
4.05K+ 32.67% |
$192K - $198K
|
16.4K
$764K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.82K+ 5.84% |
$181K - $187K
|
69.2K
$3.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
3.78K+ 10.02% |
$179K - $185K
|
41.5K
$1.93M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
3.65K+ 7.97% |
$173K - $178K
|
49.4K
$2.29M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.28K+ 6.79% |
$155K - $160K
|
51.5K
$2.39M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.14K+ 109.08% |
$149K - $153K
|
6.01K
$279K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.89K+ 39.61% |
$89.8K - $92.4K
|
6.67K
$310K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.75K+ 11.81% |
$83.1K - $85.5K
|
16.6K
$769K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.54K+ 7.74% |
$73K - $75.1K
|
21.4K
$993K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.44K+ 12025.0% |
$68.5K - $70.5K
|
1.46K
$67.6K
|