Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
365K+ 3241.21% |
$16.4M - $17.3M
|
377K
$18.1M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
121K+ 219.35% |
$5.44M - $5.73M
|
176K
$8.45M
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
94.1K+ 641.53% |
$4.23M - $4.47M
|
109K
$5.22M
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
62.3KNew |
$2.81M - $2.96M
|
62.3K
$2.99M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
51.4K+ 44.92% |
$2.31M - $2.44M
|
166K
$7.97M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
49.6K+ 43.81% |
$2.23M - $2.36M
|
163K
$7.83M
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
46.9K+ 38.65% |
$2.11M - $2.23M
|
168K
$8.08M
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
43.3K+ 610.49% |
$1.95M - $2.06M
|
50.4K
$2.42M
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
36.4KNew |
$1.64M - $1.73M
|
36.4K
$1.75M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
32.5K+ 6.56% |
$1.46M - $1.54M
|
528K
$25.4M
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
30.2KNew |
$1.36M - $1.43M
|
30.2K
$1.45M
|
|
Oct 12, 2023
Q3 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
23.8K+ 22.63% |
$1.07M - $1.13M
|
129K
$6.19M
|
|
Oct 31, 2023
Q3 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
22.5K+ 16.43% |
$1.01M - $1.07M
|
159K
$7.66M
|
|
Oct 24, 2023
Q3 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
22.4KNew |
$1.01M - $1.06M
|
22.4K
$1.08M
|
|
Oct 25, 2023
Q3 2023
|
Boyd Wealth Management, LLC
|
BUY
|
- |
19.3KNew |
$867K - $914K
|
19.3K
$925K
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
19.2K+ 15.22% |
$864K - $911K
|
145K
$6.99M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.3K+ 65.4% |
$778K - $821K
|
43.7K
$2.1M
|
|
Oct 27, 2023
Q3 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
17.3KNew |
$778K - $820K
|
17.3K
$830K
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
12.9KNew |
$580K - $612K
|
12.9K
$619K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.64KNew |
$434K - $458K
|
9.64K
$463K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.17K+ 110.61% |
$368K - $388K
|
15.6K
$748K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.8K+ 26.09% |
$306K - $323K
|
32.9K
$1.58M
|
|
Nov 09, 2023
Q3 2023
|
Econ Financial Services Corp
|
BUY
|
- |
5.96KNew |
$268K - $283K
|
5.96K
$286K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.59K+ 33.6% |
$252K - $266K
|
22.2K
$1.07M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
5.21K+ 42.47% |
$234K - $247K
|
17.5K
$839K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.66KNew |
$210K - $221K
|
4.66K
$224K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.52KNew |
$203K - $214K
|
4.52K
$217K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.25K+ 13.63% |
$191K - $202K
|
35.4K
$1.7M
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
4.08K+ 51.66% |
$184K - $194K
|
12K
$575K
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.99K+ 61.1% |
$180K - $189K
|
10.5K
$505K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.66K+ 1525.0% |
$165K - $174K
|
3.9K
$187K
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.72K+ 7.25% |
$122K - $129K
|
40.2K
$1.93M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
2.61KNew |
$117K - $124K
|
2.61K
$125K
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.37K+ 17.91% |
$107K - $113K
|
15.6K
$750K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
2.34K+ 279.64% |
$105K - $111K
|
3.17K
$152K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.75K+ 3.19% |
$78.9K - $83.2K
|
56.7K
$2.73M
|
|
Nov 02, 2023
Q3 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
1.7K+ 3.03% |
$76.5K - $80.7K
|
57.7K
$2.77M
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.69K+ 35.09% |
$75.9K - $80.1K
|
6.49K
$312K
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.21K+ 22.94% |
$54.6K - $57.6K
|
6.51K
$313K
|
|
Oct 18, 2023
Q3 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.1K+ 110.0% |
$49.5K - $52.2K
|
2.1K
$101K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.09K+ 2.42% |
$48.8K - $51.5K
|
45.8K
$2.2M
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.08K+ 12.8% |
$48.6K - $51.3K
|
9.52K
$457K
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
954New |
$42.9K - $45.3K
|
954
$45.8K
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
916+ 14.51% |
$41.2K - $43.5K
|
7.23K
$347K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
815+ 397.56% |
$36.7K - $38.7K
|
1.02K
$49K
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
BUY
|
- |
789+ 1.38% |
$35.5K - $37.5K
|
57.8K
$2.78M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
632+ 3.26% |
$28.4K - $30K
|
20K
$961K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
629+ 6.72% |
$28.3K - $29.9K
|
9.98K
$480K
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
502+ 4.77% |
$22.6K - $23.8K
|
11K
$530K
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
362+ 1.38% |
$16.3K - $17.2K
|
26.6K
$1.28M
|