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 |
---|---|---|---|---|---|---|---|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
882+ 15.43% |
$39.1K - $41.7K
|
6.6K
$317K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
835+ 77.82% |
$37K - $39.5K
|
1.91K
$91.7K
|
|
Jan 20, 2023
Q4 2022
|
Hedeker Wealth, LLC
|
BUY
|
- |
563+ 11.03% |
$25K - $26.6K
|
5.67K
$272K
|
|
Jan 06, 2023
Q4 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
536+ 6.12% |
$23.8K - $25.4K
|
9.3K
$447K
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
350+ 1.66% |
$15.5K - $16.6K
|
21.4K
$1.03M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
329+ 3.76% |
$14.6K - $15.6K
|
9.08K
$436K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
296New |
$13.1K - $14K
|
296
$14.2K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
150New |
$6.65K - $7.1K
|
150
$7.21K
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
130+ 0.9% |
$5.76K - $6.15K
|
14.5K
$698K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
107New |
$4.74K - $5.06K
|
107
$5.14K
|
|
Jan 20, 2023
Q4 2022
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
68+ 0.97% |
$3.01K - $3.22K
|
7.06K
$339K
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
32New |
$1.42K - $1.51K
|
32
$1.54K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
32New |
$1.42K - $1.51K
|
32
$1.54K
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
22New |
$975 - $1.04K
|
22
$1.06K
|
|
Feb 02, 2023
Q4 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5+ 0.1% |
$222 - $237
|
4.83K
$232K
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.53% |
$44.3 - $47.3
|
188
$9.03K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-13- 0.02% |
$576 - $615
|
53.4K
$2.56M
|
|
Jan 25, 2023
Q4 2022
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-150- 3.3% |
$6.65K - $7.1K
|
4.4K
$211K
|
|
Jan 27, 2023
Q4 2022
|
Advisory Resource Group
|
SELL
|
- |
-182- 0.41% |
$8.07K - $8.61K
|
44.3K
$2.13M
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-215- 0.93% |
$9.53K - $10.2K
|
22.8K
$1.09M
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-324- 2.97% |
$14.4K - $15.3K
|
10.6K
$509K
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-375- 44.59% |
$16.6K - $17.7K
|
466
$22.4K
|
|
Feb 14, 2023
Q4 2022
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-415- 3.02% |
$18.4K - $19.6K
|
13.3K
$641K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-588- 2.22% |
$26.1K - $27.8K
|
25.9K
$1.24M
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-712- 85.07% |
$31.6K - $33.7K
|
125
$6.01K
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-757- 11.09% |
$33.6K - $35.8K
|
6.07K
$292K
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.31K- 65.23% |
$57.9K - $61.8K
|
696
$33.4K
|
|
Jan 20, 2023
Q4 2022
|
G&S Capital LLC
|
SELL
|
- |
-2.19K- 22.44% |
$96.9K - $103K
|
7.56K
$363K
|
|
Feb 09, 2023
Q4 2022
|
Waddell & Associates, LLC
|
SELL
|
- |
-2.42K- 25.26% |
$107K - $115K
|
7.16K
$344K
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.57K- 27.83% |
$114K - $121K
|
6.65K
$320K
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-2.6K- 35.35% |
$115K - $123K
|
4.75K
$228K
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.79K- 31.39% |
$124K - $132K
|
6.11K
$293K
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.11K- 14.4% |
$138K - $147K
|
18.5K
$889K
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-3.32K- 11.49% |
$147K - $157K
|
25.6K
$1.23M
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3.64K- 32.63% |
$161K - $172K
|
7.51K
$361K
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
SELL
|
- |
-6.35K- 53.02% |
$281K - $300K
|
5.63K
$270K
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-6.73K- 93.71% |
$298K - $318K
|
452
$21.7K
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-7.57K- 32.43% |
$335K - $358K
|
15.8K
$758K
|
|
Feb 14, 2023
Q4 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-8.15K- 15.6% |
$361K - $385K
|
44.1K
$2.12M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.94K- 29.03% |
$396K - $423K
|
21.9K
$1.05M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-9.55K- 26.75% |
$423K - $452K
|
26.2K
$1.26M
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.3K- 16.47% |
$588K - $628K
|
67.3K
$3.23M
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-17.7K- 25.91% |
$783K - $836K
|
50.5K
$2.43M
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-20K- 52.06% |
$884K - $944K
|
18.4K
$883K
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-22.7K- 8.07% |
$1.01M - $1.08M
|
259K
$12.4M
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-51.6K- 19.9% |
$2.29M - $2.44M
|
208K
$9.99M
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-100K- 77.74% |
$4.44M - $4.74M
|
28.7K
$1.38M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-111K- 24.46% |
$4.92M - $5.25M
|
343K
$16.5M
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
SELL
|
- |
-193K- 39.94% |
$8.55M - $9.13M
|
290K
$13.9M
|