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
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
206+ 1.0% |
$9.27K - $9.78K
|
20.7K
$996K
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
175+ 0.79% |
$7.88K - $8.31K
|
22.5K
$1.08M
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
174+ 0.66% |
$7.83K - $8.26K
|
26.6K
$1.28M
|
|
Nov 13, 2023
Q3 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
146+ 2.84% |
$6.57K - $6.93K
|
5.29K
$254K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
131New |
$5.9K - $6.22K
|
131
$6.29K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
100+ 0.35% |
$4.5K - $4.75K
|
28.6K
$1.38M
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
77+ 0.87% |
$3.47K - $3.66K
|
8.9K
$428K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
75+ 0.35% |
$3.38K - $3.56K
|
21.4K
$1.03M
|
|
Oct 13, 2023
Q3 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
63+ 0.6% |
$2.84K - $2.99K
|
10.5K
$506K
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
19+ 0.43% |
$855 - $902
|
4.44K
$214K
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 31, 2023
Q3 2023
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-1- 0.01% |
$45 - $47.5
|
17.4K
$838K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-16- 0.22% |
$720 - $760
|
7.42K
$357K
|
|
Oct 24, 2023
Q3 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-44- 0.61% |
$1.98K - $2.09K
|
7.15K
$344K
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-90- 1.49% |
$4.05K - $4.27K
|
5.93K
$285K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-132- 0.54% |
$5.94K - $6.27K
|
24.4K
$1.17M
|
|
Oct 27, 2023
Q3 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-216- 1.48% |
$9.72K - $10.3K
|
14.3K
$689K
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-240- 3.83% |
$10.8K - $11.4K
|
6.03K
$290K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-380- 4.3% |
$17.1K - $18K
|
8.45K
$406K
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-497- 20.12% |
$22.4K - $23.6K
|
1.97K
$94.8K
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-500- 1.63% |
$22.5K - $23.7K
|
30.1K
$1.45M
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-522- 7.27% |
$23.5K - $24.8K
|
6.66K
$320K
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
SELL
|
- |
-582- 5.9% |
$26.2K - $27.6K
|
9.28K
$446K
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-623- 95.11% |
$28K - $29.6K
|
32
$1.54K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-695- 6.83% |
$31.3K - $33K
|
9.49K
$456K
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-907- 7.46% |
$40.8K - $43.1K
|
11.3K
$541K
|
|
Nov 07, 2023
Q3 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-1.17K- 10.99% |
$52.8K - $55.6K
|
9.49K
$456K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.29K- 1.77% |
$58.2K - $61.4K
|
71.7K
$3.45M
|
|
Oct 23, 2023
Q3 2023
|
Atlas Private Wealth Management
|
SELL
|
- |
-1.43K- 5.66% |
$64.5K - $68K
|
23.9K
$1.15M
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-1.65K- 26.46% |
$74.4K - $78.5K
|
4.59K
$221K
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.8K- 8.23% |
$80.9K - $85.3K
|
20K
$963K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.85K- 2.21% |
$83.2K - $87.8K
|
82K
$3.94M
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.04K- 5.78% |
$91.9K - $96.9K
|
33.3K
$1.6M
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.21K- 12.6% |
$99.4K - $105K
|
15.3K
$736K
|
|
Dec 05, 2023
Q3 2023
|
Advisory Resource Group
|
SELL
|
- |
-2.86K- 6.48% |
$129K - $136K
|
41.3K
$1.98M
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-3.63K- 1.13% |
$163K - $172K
|
318K
$15.3M
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-3.74K- 22.31% |
$168K - $178K
|
13K
$626K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.76K- 18.76% |
$169K - $178K
|
16.3K
$781K
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.94K- 5.16% |
$178K - $187K
|
72.5K
$3.48M
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.99K- 30.09% |
$179K - $189K
|
9.26K
$445K
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-5.23K- 10.24% |
$235K - $248K
|
45.8K
$2.2M
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.3K- 17.14% |
$238K - $251K
|
25.6K
$1.23M
|
|
Oct 13, 2023
Q3 2023
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-5.6K- 48.68% |
$252K - $266K
|
5.9K
$284K
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-6.26K- 24.71% |
$282K - $297K
|
19.1K
$917K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-12K- 12.94% |
$541K - $571K
|
80.9K
$3.89M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12.3K- 4.14% |
$555K - $586K
|
285K
$13.7M
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-12.5K- 42.28% |
$561K - $592K
|
17K
$818K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-13.8K- 14.39% |
$622K - $656K
|
82.2K
$3.95M
|
|
Nov 14, 2023
Q3 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-17.5K- 52.6% |
$786K - $829K
|
15.7K
$756K
|