Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
160K+ 561.0% |
$7.58M - $7.78M
|
189K
$9.06M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
112K+ 17.07% |
$5.29M - $5.43M
|
766K
$36.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
112K+ 17.07% |
$5.29M - $5.43M
|
766K
$36.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
83.3KNew |
$3.95M - $4.05M
|
83.3K
$4M
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
77.6K+ 93.29% |
$3.68M - $3.77M
|
161K
$7.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
76.8K+ 15.22% |
$3.64M - $3.74M
|
581K
$27.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
62.6K+ 8.4% |
$2.97M - $3.04M
|
807K
$38.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
52.7KNew |
$2.5M - $2.56M
|
52.7K
$2.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
49.4K+ 11.42% |
$2.34M - $2.4M
|
482K
$23.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
34.2K+ 2.39% |
$1.62M - $1.66M
|
1.46M
$70.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
24.9KNew |
$1.18M - $1.21M
|
24.9K
$1.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
23.9KNew |
$1.13M - $1.16M
|
23.9K
$1.15M
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
20.6K+ 10.39% |
$979K - $1M
|
219K
$10.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
20.5KNew |
$972K - $998K
|
20.5K
$985K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
17.9KNew |
$849K - $871K
|
17.9K
$861K
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
17.7KNew |
$841K - $863K
|
17.7K
$853K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.1K+ 10.35% |
$716K - $735K
|
161K
$7.74M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
13.9KNew |
$659K - $676K
|
13.9K
$668K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.8K+ 12.1% |
$656K - $673K
|
128K
$6.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.7K+ 17.72% |
$603K - $619K
|
84.5K
$4.06M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
11.5KNew |
$545K - $559K
|
11.5K
$553K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
11.2KNew |
$531K - $545K
|
11.2K
$539K
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
10.6KNew |
$502K - $516K
|
10.6K
$509K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.4K+ 55.68% |
$493K - $506K
|
29.1K
$1.4M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
9.11K+ 34.32% |
$432K - $443K
|
35.7K
$1.71M
|
|
|
Aug 09, 2024
Q2 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
8.72K+ 28.91% |
$413K - $424K
|
38.9K
$1.87M
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
8KNew |
$379K - $389K
|
8K
$384K
|
|
|
Aug 14, 2024
Q2 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
7.74K+ 38.85% |
$367K - $377K
|
27.7K
$1.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.83K+ 26.9% |
$324K - $332K
|
32.2K
$1.55M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.59KNew |
$313K - $321K
|
6.59K
$317K
|
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
5.97KNew |
$283K - $291K
|
5.97K
$287K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
5.78K+ 132.63% |
$274K - $281K
|
10.1K
$487K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.78KNew |
$274K - $281K
|
5.78K
$277K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
5.73K+ 8.83% |
$271K - $279K
|
70.6K
$3.39M
|
|
|
Jul 10, 2024
Q2 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
5.42K+ 31.15% |
$257K - $264K
|
22.8K
$1.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.4KNew |
$256K - $263K
|
5.4K
$259K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.92K+ 7.65% |
$233K - $239K
|
69.2K
$3.33M
|
|
|
Aug 05, 2024
Q2 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
4.37KNew |
$207K - $213K
|
4.37K
$210K
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
4.37KNew |
$207K - $212K
|
4.37K
$210K
|
|
|
Jul 30, 2024
Q2 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
4.27K+ 37.74% |
$203K - $208K
|
15.6K
$749K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.21KNew |
$200K - $205K
|
4.21K
$202K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.98K+ 11.93% |
$189K - $194K
|
37.3K
$1.79M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.81KNew |
$181K - $185K
|
3.81K
$183K
|
|
|
Jul 12, 2024
Q2 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
3.52K+ 8.99% |
$167K - $171K
|
42.6K
$2.05M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.49K+ 28.01% |
$165K - $170K
|
15.9K
$766K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.48K+ 3.07% |
$165K - $169K
|
117K
$5.61M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.25K+ 7.0% |
$154K - $158K
|
49.6K
$2.38M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.2K+ 18.0% |
$152K - $156K
|
21K
$1.01M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.9K+ 15.68% |
$137K - $141K
|
21.4K
$1.03M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.68K+ 15.97% |
$127K - $130K
|
19.4K
$934K
|