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 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
1.35K+ 5.55% |
$64K - $65.8K
|
25.6K
$1.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.35K+ 4.19% |
$63.9K - $65.8K
|
33.5K
$1.55M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1K+ 8.58% |
$47.7K - $49K
|
12.7K
$590K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
970+ 7.0% |
$46K - $47.4K
|
14.8K
$688K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
865+ 3.38% |
$41.1K - $42.2K
|
26.5K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
702+ 3.6% |
$33.3K - $34.3K
|
20.2K
$939K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
680+ 7.09% |
$32.3K - $33.2K
|
10.3K
$477K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
658+ 5.26% |
$31.2K - $32.1K
|
13.2K
$612K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
614+ 6.46% |
$29.1K - $30K
|
10.1K
$470K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
559+ 9.09% |
$26.5K - $27.3K
|
6.71K
$312K
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
483+ 1.44% |
$22.9K - $23.6K
|
34K
$1.58M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
447+ 3.36% |
$21.2K - $21.8K
|
13.7K
$639K
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
437+ 8.87% |
$20.7K - $21.3K
|
5.36K
$249K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
437+ 0.59% |
$20.7K - $21.3K
|
74.5K
$3.46M
|
|
|
May 06, 2025
Q1 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
337+ 3.56% |
$16K - $16.5K
|
9.81K
$456K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
294+ 1.01% |
$14K - $14.4K
|
29.3K
$1.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
290+ 1.05% |
$13.8K - $14.2K
|
27.8K
$1.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
271+ 5.5% |
$12.9K - $13.2K
|
5.2K
$242K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
225+ 100.0% |
$10.7K - $11K
|
450
$20.9K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
224+ 2.2% |
$10.6K - $10.9K
|
10.4K
$483K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
220+ 0.7% |
$10.4K - $10.7K
|
31.6K
$1.47M
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
217+ 0.63% |
$10.3K - $10.6K
|
34.5K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
150+ 2.59% |
$7.12K - $7.33K
|
5.95K
$276K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
145New |
$6.88K - $7.08K
|
145
$6.74K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
141+ 2.05% |
$6.69K - $6.89K
|
7.03K
$326K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
114+ 1.0% |
$5.41K - $5.57K
|
11.6K
$536K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
74+ 1.02% |
$3.51K - $3.61K
|
7.36K
$342K
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
45+ 0.6% |
$2.14K - $2.2K
|
7.59K
$353K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
38+ 1.01% |
$1.8K - $1.86K
|
3.81K
$177K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1New |
$47.5 - $48.8
|
1
$46.5
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-38- 0.85% |
$1.8K - $1.86K
|
4.42K
$205K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-51- 0.28% |
$2.42K - $2.49K
|
18K
$838K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-63- 3.34% |
$2.99K - $3.08K
|
1.82K
$84.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-79- 3.9% |
$3.75K - $3.86K
|
1.95K
$90.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-79- 1.17% |
$3.75K - $3.86K
|
6.7K
$311K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-119- 26.62% |
$5.65K - $5.81K
|
328
$15.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-139- 1.29% |
$6.6K - $6.79K
|
10.6K
$492K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-205- 3.85% |
$9.73K - $10K
|
5.12K
$238K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-225- 50.0% |
$10.7K - $11K
|
225
$10.5K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-268- 2.45% |
$12.7K - $13.1K
|
10.7K
$497K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-292- 2.42% |
$13.9K - $14.3K
|
11.8K
$548K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-294- 3.5% |
$14K - $14.4K
|
8.11K
$377K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-347- 1.33% |
$16.5K - $16.9K
|
25.8K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-455- 2.37% |
$21.6K - $22.2K
|
18.8K
$872K
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-483- 5.08% |
$22.9K - $23.6K
|
9.03K
$420K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-484- 0.5% |
$23K - $23.6K
|
96.5K
$4.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-550- 9.07% |
$26.1K - $26.9K
|
5.51K
$256K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-574- 2.93% |
$27.2K - $28K
|
19K
$883K
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-624- 9.95% |
$29.6K - $30.5K
|
5.65K
$262K
|