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
|
Comerica Bank
|
SELL
|
- |
-171- 1.23% |
$8.11K - $8.32K
|
13.8K
$662K
|
|
|
Jul 31, 2024
Q2 2024
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-189- 1.02% |
$8.96K - $9.19K
|
18.3K
$879K
|
|
|
Jul 19, 2024
Q2 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-194- 2.02% |
$9.2K - $9.44K
|
9.42K
$453K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-215- 1.04% |
$10.2K - $10.5K
|
20.5K
$983K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-251- 1.55% |
$11.9K - $12.2K
|
15.9K
$765K
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-331- 0.25% |
$15.7K - $16.1K
|
133K
$6.39M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-353- 5.59% |
$16.7K - $17.2K
|
5.96K
$286K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-518- 1.92% |
$24.6K - $25.2K
|
26.4K
$1.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-537- 6.51% |
$25.5K - $26.1K
|
7.71K
$370K
|
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-600- 9.2% |
$28.4K - $29.2K
|
5.92K
$284K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-898- 6.17% |
$42.6K - $43.7K
|
13.6K
$656K
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-935- 17.18% |
$44.3K - $45.5K
|
4.51K
$217K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-993- 13.45% |
$47.1K - $48.3K
|
6.39K
$307K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.1K- 5.14% |
$52.1K - $53.5K
|
20.3K
$976K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.51K- 32.29% |
$119K - $122K
|
5.26K
$253K
|
|
|
Jul 30, 2024
Q2 2024
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-2.58K- 3.93% |
$122K - $126K
|
63.2K
$3.04M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.92K- 8.08% |
$138K - $142K
|
33.2K
$1.59M
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
SELL
|
- |
-3.09K- 15.34% |
$147K - $151K
|
17.1K
$821K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.98K- 28.64% |
$189K - $194K
|
9.91K
$476K
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-4.77K- 2.98% |
$226K - $232K
|
155K
$7.46M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.88K- 10.68% |
$279K - $286K
|
49.2K
$2.36M
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-6.61K- 5.78% |
$313K - $321K
|
108K
$5.18M
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-7.57K- 10.0% |
$359K - $368K
|
68.1K
$3.27M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-9.79K- 15.1% |
$464K - $476K
|
55K
$2.64M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-14.2K- 15.16% |
$671K - $689K
|
79.2K
$3.81M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-17.5K- 4.99% |
$828K - $849K
|
332K
$16M
|
|
|
Aug 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-18.6K- 10.29% |
$883K - $906K
|
162K
$7.8M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-19.1K- 24.07% |
$906K - $930K
|
60.3K
$2.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-19.1K- 24.98% |
$906K - $930K
|
57.4K
$2.76M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-29.8K- 59.6% |
$1.41M - $1.45M
|
20.2K
$969K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-58.6K- 15.22% |
$2.78M - $2.85M
|
326K
$15.7M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-71.9K- 67.65% |
$3.41M - $3.5M
|
34.4K
$1.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-72.9K- 67.88% |
$3.45M - $3.54M
|
34.5K
$1.66M
|
|
|
Aug 02, 2024
Q2 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-85.5K- 46.23% |
$4.05M - $4.16M
|
99.5K
$4.78M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-130K- 35.54% |
$6.14M - $6.3M
|
235K
$11.3M
|