Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Jan 14, 2022
Q4 2021
|
Rfg Holdings, Inc.
|
BUY
|
- |
1.94K+ 2.61% |
$107K - $109K
|
76.3K
$3.67M
|
|
Feb 01, 2022
Q4 2021
|
Avestar Capital, LLC
|
BUY
|
- |
1.77K+ 3.39% |
$98K - $99.6K
|
54.1K
$2.6M
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.77K+ 6.1% |
$97.6K - $99.2K
|
30.7K
$1.47M
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
1.65K+ 4.28% |
$91.3K - $92.8K
|
40.3K
$1.93M
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.4KNew |
$77.4K - $78.7K
|
1.4K
$67.3K
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.4K+ 4.77% |
$77.1K - $78.4K
|
30.6K
$1.47M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.3K+ 32.14% |
$71.9K - $73K
|
5.35K
$257K
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.16KNew |
$64.2K - $65.2K
|
1.16K
$55.8K
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.07K+ 7.92% |
$59.1K - $60.1K
|
14.6K
$700K
|
|
Feb 01, 2022
Q4 2021
|
Hedeker Wealth, LLC
|
BUY
|
- |
1.04K+ 7.02% |
$57.5K - $58.4K
|
15.9K
$762K
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
750+ 5.45% |
$41.5K - $42.1K
|
14.5K
$697K
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
BUY
|
- |
700New |
$38.7K - $39.3K
|
700
$33.6K
|
|
Jan 21, 2022
Q4 2021
|
Sterling Manor Financial, LLC
|
BUY
|
- |
496+ 0.93% |
$27.4K - $27.9K
|
53.8K
$2.59M
|
|
Feb 02, 2022
Q4 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
480+ 10.19% |
$26.5K - $27K
|
5.19K
$249K
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
477+ 7.27% |
$26.4K - $26.8K
|
7.04K
$338K
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
355+ 2.04% |
$19.6K - $19.9K
|
17.7K
$851K
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
312+ 6.74% |
$17.2K - $17.5K
|
4.94K
$237K
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
189New |
$10.4K - $10.6K
|
189
$9.08K
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
134+ 0.25% |
$7.41K - $7.53K
|
53K
$2.55M
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
134+ 0.25% |
$7.41K - $7.53K
|
53K
$2.55M
|
|
Feb 01, 2022
Q4 2021
|
Platform Technology Partners
|
BUY
|
- |
123+ 0.51% |
$6.8K - $6.91K
|
24.1K
$1.16M
|
|
Jan 20, 2022
Q4 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
50+ 1.25% |
$2.76K - $2.81K
|
4.04K
$194K
|
|
Jan 25, 2022
Q4 2021
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
47+ 0.69% |
$2.6K - $2.64K
|
6.83K
$328K
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
38+ 0.44% |
$2.1K - $2.14K
|
8.67K
$417K
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
23+ 0.52% |
$1.27K - $1.29K
|
4.41K
$212K
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
18+ 0.29% |
$995 - $1.01K
|
6.15K
$295K
|
|
Feb 07, 2022
Q4 2021
|
Triton Wealth Management, Pllc
|
BUY
|
- |
10+ 0.05% |
$553 - $562
|
18.3K
$881K
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
7+ 0.29% |
$387 - $393
|
2.42K
$116K
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1+ 0.04% |
$55.3 - $56.2
|
2.26K
$109K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-25- 11.11% |
$1.38K - $1.4K
|
200
$9.61K
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-45- 2.41% |
$2.49K - $2.53K
|
1.83K
$87.7K
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-100Closed |
$5.53K - $5.62K
|
0
$0
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-100- 2.27% |
$5.53K - $5.62K
|
4.31K
$207K
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-122- 2.59% |
$6.74K - $6.86K
|
4.59K
$221K
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-150- 0.82% |
$8.29K - $8.43K
|
18.1K
$870K
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-357- 0.74% |
$19.7K - $20.1K
|
47.8K
$2.3M
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-600Closed |
$33.2K - $33.7K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.04K- 10.67% |
$57.2K - $58.2K
|
8.67K
$416K
|
|
Jan 27, 2022
Q4 2021
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.04K- 2.54% |
$57.3K - $58.2K
|
39.7K
$1.91M
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.76K- 17.87% |
$97.2K - $98.8K
|
8.08K
$388K
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-1.78K- 28.9% |
$98.6K - $100K
|
4.39K
$211K
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.85K- 23.7% |
$213K - $216K
|
12.4K
$596K
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-3.89KClosed |
$215K - $218K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-4.11KClosed |
$227K - $231K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-4.11KClosed |
$227K - $231K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-4.4K- 5.16% |
$243K - $247K
|
80.8K
$3.88M
|
|
Feb 07, 2022
Q4 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-4.45K- 16.15% |
$246K - $250K
|
23.1K
$1.11M
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.59K- 6.96% |
$254K - $258K
|
61.4K
$2.95M
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-4.82KClosed |
$267K - $271K
|
0
$0
|