Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
214K+ 27.88% |
$10.3M - $10.6M
|
980K
$47.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
196K+ 126.54% |
$9.48M - $9.71M
|
352K
$17M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
131K+ 27.21% |
$6.33M - $6.48M
|
613K
$29.6M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
112K+ 186.06% |
$5.41M - $5.54M
|
172K
$8.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
86.5K+ 10.72% |
$4.18M - $4.28M
|
894K
$43.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
78.5K+ 13.5% |
$3.79M - $3.88M
|
660K
$31.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
71.9K+ 209.16% |
$3.47M - $3.55M
|
106K
$5.12M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
59.1K+ 4.04% |
$2.85M - $2.92M
|
1.52M
$73.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
56.4K+ 113.68% |
$2.72M - $2.79M
|
106K
$5.11M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
39.8K+ 132.26% |
$1.92M - $1.97M
|
69.9K
$3.37M
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
33.5K+ 31.07% |
$1.62M - $1.65M
|
141K
$6.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
32.2K+ 93.42% |
$1.55M - $1.59M
|
66.7K
$3.22M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
31.7K+ 139.03% |
$1.53M - $1.57M
|
54.5K
$2.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
21.9KNew |
$1.06M - $1.08M
|
21.9K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
18.8KNew |
$905K - $927K
|
18.8K
$904K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
16.3K+ 7.42% |
$786K - $805K
|
236K
$11.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15K+ 244.81% |
$725K - $742K
|
21.2K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.8K+ 105.55% |
$713K - $730K
|
28.8K
$1.39M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
11.7K+ 14.05% |
$565K - $578K
|
95K
$4.58M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
10.7KNew |
$516K - $529K
|
10.7K
$515K
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
10.1K+ 10.16% |
$488K - $500K
|
110K
$5.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10KNew |
$485K - $496K
|
10K
$484K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.87K+ 8.46% |
$476K - $488K
|
127K
$6.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
9.51K+ 22.29% |
$459K - $470K
|
52.2K
$2.51M
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
9.41KNew |
$454K - $465K
|
9.41K
$454K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.21K+ 31.67% |
$445K - $455K
|
38.3K
$1.85M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
8.44K+ 109.4% |
$407K - $417K
|
16.1K
$778K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.27K+ 22.15% |
$399K - $409K
|
45.6K
$2.2M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
7.93K+ 22.25% |
$383K - $392K
|
43.6K
$2.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.74K+ 9.16% |
$374K - $383K
|
92.2K
$4.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.63K+ 4.74% |
$368K - $377K
|
169K
$8.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.37K+ 53.56% |
$356K - $364K
|
21.1K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.04K+ 21.85% |
$340K - $348K
|
39.2K
$1.89M
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
6.99K+ 5.26% |
$337K - $346K
|
140K
$6.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
6.55KNew |
$316K - $324K
|
6.55K
$316K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
6.01K+ 43.66% |
$290K - $297K
|
19.8K
$954K
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
5.9KNew |
$285K - $291K
|
5.9K
$284K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.62K+ 293.26% |
$271K - $278K
|
7.53K
$363K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
5.56KNew |
$268K - $275K
|
5.56K
$268K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.33K+ 24.92% |
$257K - $263K
|
26.7K
$1.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
5.33K+ 39.15% |
$257K - $263K
|
18.9K
$913K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.27K+ 38.6% |
$254K - $260K
|
18.9K
$912K
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
4.77K+ 2.94% |
$230K - $236K
|
167K
$8.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.56KNew |
$220K - $225K
|
4.56K
$220K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.3KNew |
$208K - $213K
|
4.3K
$207K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.24KNew |
$205K - $210K
|
4.24K
$205K
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
4.13KNew |
$199K - $204K
|
4.13K
$199K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
3.99K+ 19.79% |
$193K - $197K
|
24.2K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.79K+ 11.17% |
$134K - $138K
|
27.7K
$1.34M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.52K+ 3.64% |
$122K - $124K
|
71.8K
$3.46M
|