Purchases and Sales Made in Q4 2022 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 2022. 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 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
170KNew |
$7.54M - $8.05M
|
170K
$8.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
166K+ 270.98% |
$7.36M - $7.86M
|
227K
$11M
|
|
|
Feb 02, 2023
Q4 2022
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
108KNew |
$4.78M - $5.1M
|
108K
$5.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
72.7K+ 37.45% |
$3.22M - $3.44M
|
267K
$12.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
51.8KNew |
$2.3M - $2.45M
|
51.8K
$2.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
44.1K+ 299.5% |
$1.95M - $2.09M
|
58.8K
$2.84M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
42KNew |
$1.86M - $1.99M
|
42K
$2.02M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
34.5K+ 117.57% |
$1.53M - $1.63M
|
63.9K
$3.08M
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
27KNew |
$1.2M - $1.28M
|
27K
$1.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
25.5K+ 9.49% |
$1.13M - $1.2M
|
294K
$14.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.1K+ 45.51% |
$982K - $1.05M
|
70.8K
$3.41M
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
20.4KNew |
$906K - $967K
|
20.4K
$985K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
17.8KNew |
$789K - $842K
|
17.8K
$858K
|
|
|
Mar 17, 2023
Q4 2022
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
16.9KNew |
$750K - $800K
|
16.9K
$815K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15.2KNew |
$675K - $720K
|
15.2K
$734K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
13.4K+ 19.33% |
$595K - $635K
|
82.9K
$3.99M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.3K+ 45.8% |
$589K - $629K
|
42.3K
$2.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
12.3K+ 184.13% |
$546K - $583K
|
19K
$916K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.4KNew |
$506K - $540K
|
11.4K
$551K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
11K+ 158.4% |
$486K - $519K
|
17.9K
$862K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10KNew |
$443K - $473K
|
10K
$482K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.45K+ 347.26% |
$419K - $447K
|
12.2K
$587K
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.74K+ 19.49% |
$387K - $414K
|
53.6K
$2.58M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.08K+ 75.7% |
$358K - $382K
|
18.7K
$904K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7.66KNew |
$340K - $363K
|
7.66K
$369K
|
|
|
Feb 07, 2023
Q4 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
7.2KNew |
$319K - $341K
|
7.2K
$347K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
7.1KNew |
$314K - $336K
|
7.1K
$342K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.52K+ 144.98% |
$289K - $309K
|
11K
$531K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.5K+ 1.53% |
$288K - $308K
|
430K
$20.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.95KNew |
$264K - $281K
|
5.95K
$287K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
5.41KNew |
$240K - $256K
|
5.41K
$261K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.27K+ 36.0% |
$234K - $249K
|
19.9K
$960K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.85K+ 240.51% |
$215K - $230K
|
6.87K
$331K
|
|
|
Jan 11, 2023
Q4 2022
|
Platform Technology Partners
|
BUY
|
- |
3.86K+ 7.32% |
$171K - $182K
|
56.6K
$2.73M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.58K+ 282.79% |
$159K - $170K
|
4.85K
$234K
|
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.79K+ 48.67% |
$124K - $132K
|
8.53K
$411K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.41K+ 120.19% |
$107K - $114K
|
4.42K
$213K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.4K+ 633.77% |
$106K - $114K
|
2.78K
$134K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.12K+ 12.31% |
$93.9K - $100K
|
19.3K
$932K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.85K+ 5.48% |
$81.8K - $87.4K
|
35.5K
$1.71M
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.8KNew |
$79.8K - $85.2K
|
1.8K
$86.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
1.75K+ 24.21% |
$77.4K - $82.6K
|
8.96K
$432K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.67K+ 17.84% |
$74K - $79K
|
11K
$531K
|
|
|
Jan 20, 2023
Q4 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.64K+ 18.33% |
$72.8K - $77.7K
|
10.6K
$511K
|
|
|
Jan 18, 2023
Q4 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
1.58K+ 6.45% |
$70K - $74.8K
|
26.1K
$1.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.44K+ 27.33% |
$63.6K - $67.9K
|
6.69K
$322K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
1.43K+ 16.81% |
$63.5K - $67.8K
|
9.96K
$480K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.15K+ 11.83% |
$51K - $54.5K
|
10.9K
$524K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1KNew |
$44.3K - $47.3K
|
1K
$48.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
951+ 15.77% |
$42.1K - $45K
|
6.98K
$337K
|