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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.2KNew |
$106K - $109K
|
2.2K
$106K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.89K+ 11.84% |
$91.1K - $93.3K
|
17.8K
$860K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.87K+ 16.72% |
$90K - $92.2K
|
13K
$628K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.86KNew |
$89.5K - $91.7K
|
1.86K
$89.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.66K+ 9.26% |
$80.1K - $82K
|
19.6K
$943K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.42K+ 8.89% |
$68.4K - $70K
|
17.3K
$836K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.36K+ 14.85% |
$65.8K - $67.4K
|
10.6K
$509K
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
BUY
|
- |
1.2K+ 2.8% |
$58K - $59.4K
|
44.1K
$2.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
1.17KNew |
$56.5K - $57.9K
|
1.17K
$56.5K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.17K+ 17.76% |
$56.5K - $57.9K
|
7.76K
$374K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.09K+ 0.85% |
$52.4K - $53.7K
|
129K
$6.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
1.05K+ 1.79% |
$50.6K - $51.9K
|
59.5K
$2.87M
|
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
936+ 3.38% |
$45.2K - $46.3K
|
28.6K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
899+ 21.34% |
$43.4K - $44.4K
|
5.11K
$246K
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
860+ 2.91% |
$41.5K - $42.5K
|
30.4K
$1.47M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
665+ 12.32% |
$32.1K - $32.9K
|
6.06K
$292K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
578+ 2.05% |
$27.9K - $28.6K
|
28.8K
$1.39M
|
|
|
Oct 30, 2024
Q3 2024
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
568+ 3.11% |
$27.4K - $28.1K
|
18.9K
$909K
|
|
|
Nov 06, 2024
Q3 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
536+ 1.95% |
$25.9K - $26.5K
|
28K
$1.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
529+ 5.11% |
$25.5K - $26.1K
|
10.9K
$525K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
376+ 0.65% |
$18.1K - $18.6K
|
58.6K
$2.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
302+ 3.45% |
$14.6K - $14.9K
|
9.06K
$437K
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
299+ 5.01% |
$14.4K - $14.8K
|
6.27K
$302K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
290+ 1.42% |
$14K - $14.3K
|
20.8K
$1M
|
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
254+ 1.63% |
$12.3K - $12.6K
|
15.9K
$764K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
242+ 2.31% |
$11.7K - $12K
|
10.7K
$517K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
209+ 1.08% |
$10.1K - $10.3K
|
19.6K
$947K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
200+ 4.94% |
$9.65K - $9.89K
|
4.25K
$205K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
199+ 1.81% |
$9.61K - $9.84K
|
11.2K
$541K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
175+ 2.13% |
$8.45K - $8.65K
|
8.39K
$404K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
121+ 0.26% |
$5.84K - $5.98K
|
46.9K
$2.26M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
112+ 1.0% |
$5.41K - $5.54K
|
11.3K
$546K
|
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
104+ 2.21% |
$5.02K - $5.14K
|
4.8K
$232K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
100+ 0.49% |
$4.83K - $4.94K
|
20.4K
$984K
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
74+ 1.0% |
$3.57K - $3.66K
|
7.47K
$360K
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
71+ 0.99% |
$3.43K - $3.51K
|
7.22K
$348K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
42New |
$2.03K - $2.08K
|
42
$2.02K
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
41+ 0.18% |
$1.98K - $2.03K
|
23.1K
$1.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
40+ 0.53% |
$1.93K - $1.98K
|
7.66K
$369K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
14New |
$676 - $692
|
14
$675
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3+ 0.04% |
$145 - $148
|
7.06K
$340K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3+ 2.11% |
$145 - $148
|
145
$6.99K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.23% |
$48.3 - $49.4
|
442
$21.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-14- 0.74% |
$676 - $692
|
1.88K
$90.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-38- 0.36% |
$1.83K - $1.88K
|
10.6K
$509K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-51- 9.96% |
$2.46K - $2.52K
|
461
$22.2K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-76- 10.63% |
$3.67K - $3.76K
|
639
$30.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-78- 3.11% |
$3.77K - $3.86K
|
2.43K
$117K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-93- 1.13% |
$4.49K - $4.6K
|
8.15K
$393K
|