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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
2.67K+ 34.15% |
$126K - $130K
|
10.5K
$503K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.51KNew |
$119K - $122K
|
2.51K
$121K
|
|
|
Aug 16, 2024
Q2 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
2.5K+ 9.98% |
$118K - $121K
|
27.5K
$1.32M
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
BUY
|
- |
2.42K+ 5.98% |
$115K - $118K
|
42.9K
$2.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.27K+ 13.0% |
$107K - $110K
|
19.7K
$946K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.2K+ 3.93% |
$104K - $107K
|
58.2K
$2.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
2.17K+ 115.31% |
$103K - $106K
|
4.05K
$195K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.03K+ 4.09% |
$96.2K - $98.7K
|
51.7K
$2.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.5K+ 1.66% |
$71.2K - $73.1K
|
92.2K
$4.43M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.35K+ 4.08% |
$63.8K - $65.5K
|
34.4K
$1.65M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.2K+ 8.87% |
$56.6K - $58.1K
|
14.7K
$705K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.08K+ 14.08% |
$51.2K - $52.6K
|
8.76K
$421K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.08K+ 25.1% |
$51.2K - $52.5K
|
5.38K
$259K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.02K+ 10.98% |
$48.5K - $49.8K
|
10.4K
$497K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
812+ 6.16% |
$38.5K - $39.5K
|
14K
$673K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
625New |
$29.6K - $30.4K
|
625
$30K
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
620+ 5.52% |
$29.4K - $30.2K
|
11.8K
$569K
|
|
|
Jul 24, 2024
Q2 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
573+ 3.17% |
$27.2K - $27.9K
|
18.6K
$895K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
509+ 5.87% |
$24.1K - $24.8K
|
9.19K
$441K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
480+ 6.73% |
$22.8K - $23.4K
|
7.62K
$366K
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
476+ 1.72% |
$22.6K - $23.2K
|
28.2K
$1.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
441New |
$20.9K - $21.5K
|
441
$21.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
428+ 1.42% |
$20.3K - $20.8K
|
30.5K
$1.46M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
369+ 3.05% |
$17.5K - $18K
|
12.5K
$598K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
318+ 0.68% |
$15.1K - $15.5K
|
46.8K
$2.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
262+ 4.46% |
$12.4K - $12.7K
|
6.14K
$295K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
260New |
$12.3K - $12.6K
|
260
$12.5K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
243+ 1.82% |
$11.5K - $11.8K
|
13.6K
$654K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
238+ 3.49% |
$11.3K - $11.6K
|
7.06K
$339K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
217+ 73.56% |
$10.3K - $10.6K
|
512
$24.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
206New |
$9.76K - $10K
|
206
$9.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
183+ 0.62% |
$8.67K - $8.9K
|
29.6K
$1.42M
|
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
110+ 0.48% |
$5.21K - $5.35K
|
23K
$1.11M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
100New |
$4.74K - $4.87K
|
100
$4.81K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
96+ 0.88% |
$4.55K - $4.67K
|
11K
$529K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
85+ 1.05% |
$4.03K - $4.14K
|
8.21K
$395K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
79+ 0.97% |
$3.74K - $3.84K
|
8.24K
$396K
|
|
|
Jul 18, 2024
Q2 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
74+ 1.01% |
$3.51K - $3.6K
|
7.4K
$355K
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
72+ 1.02% |
$3.41K - $3.5K
|
7.15K
$343K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
69+ 0.08% |
$3.27K - $3.36K
|
84.1K
$4.04M
|
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
65+ 0.61% |
$3.08K - $3.16K
|
10.7K
$515K
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
BUY
|
- |
47+ 0.08% |
$2.23K - $2.29K
|
58.4K
$2.81M
|
|
|
Jul 25, 2024
Q2 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
29+ 0.62% |
$1.37K - $1.41K
|
4.7K
$226K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11+ 0.15% |
$521 - $535
|
7.54K
$362K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3New |
$142 - $146
|
3
$144
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.53% |
$47.4 - $48.7
|
188
$9.03K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-61- 0.44% |
$2.89K - $2.97K
|
13.8K
$661K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-79- 4.0% |
$3.74K - $3.84K
|
1.89K
$91K
|
|
|
Aug 06, 2024
Q2 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-81- 0.58% |
$3.84K - $3.94K
|
13.9K
$666K
|