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 |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-625- 53.37% |
$29.7K - $30.5K
|
546
$25.4K
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-773- 9.84% |
$36.7K - $37.8K
|
7.09K
$329K
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-781- 15.1% |
$37.1K - $38.1K
|
4.39K
$204K
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-867- 11.26% |
$41.2K - $42.3K
|
6.84K
$318K
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-950- 8.99% |
$45.1K - $46.4K
|
9.61K
$446K
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
SELL
|
- |
-1K- 1.66% |
$47.5K - $48.8K
|
59.3K
$2.76M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.03K- 27.0% |
$48.8K - $50.2K
|
2.78K
$129K
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.07K- 1.47% |
$50.8K - $52.3K
|
72K
$3.34M
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.18K- 9.59% |
$55.9K - $57.5K
|
11.1K
$515K
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1.31K- 12.7% |
$62.4K - $64.2K
|
9.04K
$420K
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.36K- 14.47% |
$64.7K - $66.5K
|
8.05K
$374K
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
SELL
|
- |
-1.54K- 8.7% |
$72.9K - $75K
|
16.1K
$749K
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.7K- 16.74% |
$80.7K - $83K
|
8.46K
$393K
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.08K- 14.37% |
$98.7K - $102K
|
12.4K
$575K
|
|
Apr 24, 2025
Q1 2025
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-2.2K- 11.87% |
$104K - $107K
|
16.3K
$757K
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.28K- 11.48% |
$108K - $111K
|
17.6K
$815K
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-2.94K- 0.76% |
$140K - $144K
|
384K
$17.8M
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-3.06K- 12.16% |
$145K - $149K
|
22.1K
$1.02M
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.06K- 6.93% |
$145K - $149K
|
41.1K
$1.91M
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-3.45K- 6.25% |
$164K - $168K
|
51.7K
$2.4M
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-3.47K- 6.09% |
$165K - $169K
|
53.5K
$2.48M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.01K- 15.54% |
$190K - $196K
|
21.8K
$1.01M
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.8K- 21.89% |
$228K - $234K
|
17.1K
$795K
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-5.17K- 38.66% |
$245K - $252K
|
8.2K
$381K
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-5.68K- 5.53% |
$270K - $278K
|
97.1K
$4.51M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.1K- 0.62% |
$290K - $298K
|
978K
$45.4M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.97K- 4.76% |
$331K - $340K
|
139K
$6.48M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.29K- 57.1% |
$346K - $356K
|
5.48K
$254K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.59K- 13.55% |
$360K - $371K
|
48.4K
$2.25M
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.26K- 51.37% |
$392K - $403K
|
7.82K
$363K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.3K- 25.58% |
$536K - $552K
|
32.9K
$1.53M
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-11.4K- 15.63% |
$539K - $554K
|
61.3K
$2.85M
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-11.4K- 39.22% |
$541K - $557K
|
17.7K
$820K
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-15.8K- 31.32% |
$749K - $770K
|
34.6K
$1.61M
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-23.9K- 14.06% |
$1.13M - $1.17M
|
146K
$6.78M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-24.2K- 64.05% |
$1.15M - $1.18M
|
13.6K
$630K
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-24.2K- 80.06% |
$1.15M - $1.18M
|
6.03K
$280K
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-24.4K- 7.14% |
$1.16M - $1.19M
|
317K
$14.7M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-30.9K- 70.0% |
$1.47M - $1.51M
|
13.3K
$616K
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-54.5K- 88.13% |
$2.59M - $2.66M
|
7.34K
$341K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-124K- 34.56% |
$5.86M - $6.03M
|
234K
$10.9M
|