Purchases and Sales Made in Q4 2023 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 2023. 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 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.01M+ 267.34% |
$44.3M - $48.1M
|
1.38M
$66.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
241K+ 145.24% |
$10.6M - $11.5M
|
407K
$19.6M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
182KNew |
$7.99M - $8.68M
|
182K
$8.76M
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
169KNew |
$7.45M - $8.09M
|
169K
$8.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
148K+ 28.12% |
$6.53M - $7.09M
|
676K
$32.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
140K+ 242.68% |
$6.16M - $6.7M
|
198K
$9.54M
|
|
|
Feb 13, 2024
Q4 2023
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
131KNew |
$5.75M - $6.24M
|
131K
$6.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
107K+ 27.58% |
$4.72M - $5.13M
|
496K
$23.9M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
101KNew |
$4.44M - $4.83M
|
101K
$4.87M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
87.9K+ 629.84% |
$3.87M - $4.2M
|
102K
$4.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
87.6K+ 562.59% |
$3.85M - $4.18M
|
103K
$4.97M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
82.4K+ 28.87% |
$3.63M - $3.94M
|
368K
$17.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
73.3K+ 67.41% |
$3.22M - $3.5M
|
182K
$8.78M
|
|
|
Jan 23, 2024
Q4 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
63.6KNew |
$2.8M - $3.04M
|
63.6K
$3.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
38.9KNew |
$1.71M - $1.86M
|
38.9K
$1.87M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
35.9K+ 43.66% |
$1.58M - $1.71M
|
118K
$5.69M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
31.5KNew |
$1.39M - $1.51M
|
31.5K
$1.52M
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
23.3KNew |
$1.02M - $1.11M
|
23.3K
$1.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
21.1KNew |
$926K - $1.01M
|
21.1K
$1.02M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
20K+ 78.2% |
$881K - $957K
|
45.6K
$2.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
19.9K+ 214.16% |
$874K - $949K
|
29.1K
$1.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
18.2K+ 139.63% |
$800K - $869K
|
31.2K
$1.5M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
16.3KNew |
$719K - $781K
|
16.3K
$788K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.9K+ 36.51% |
$569K - $618K
|
48.3K
$2.33M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
11.8KNew |
$518K - $563K
|
11.8K
$568K
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
11.6KNew |
$509K - $553K
|
11.6K
$558K
|
|
|
Jan 18, 2024
Q4 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
11.3KNew |
$496K - $539K
|
11.3K
$544K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
11.2KNew |
$494K - $537K
|
11.2K
$541K
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
11.2K+ 64.85% |
$493K - $536K
|
28.5K
$1.37M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
10.5KNew |
$460K - $500K
|
10.5K
$504K
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
10.4K+ 6.52% |
$457K - $497K
|
170K
$8.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.1K+ 23.2% |
$446K - $485K
|
53.9K
$2.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
9.78K+ 4.94% |
$430K - $468K
|
208K
$10M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
9.73K+ 2673.63% |
$428K - $465K
|
10.1K
$487K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.45KNew |
$416K - $452K
|
9.45K
$456K
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
8.75K+ 17.34% |
$385K - $418K
|
59.2K
$2.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
8.71K+ 18.99% |
$383K - $416K
|
54.6K
$2.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.44K+ 25.68% |
$371K - $403K
|
41.3K
$1.99M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
8.27KNew |
$364K - $395K
|
8.27K
$399K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.16K+ 14.38% |
$359K - $390K
|
64.9K
$3.13M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.99K+ 179.23% |
$307K - $334K
|
10.9K
$525K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
6.98KNew |
$307K - $334K
|
6.98K
$337K
|
|
|
Nov 18, 2024
Q4 2023
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
6KNew |
$264K - $287K
|
6K
$289K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.89KNew |
$259K - $282K
|
5.89K
$284K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.44KNew |
$239K - $260K
|
5.44K
$262K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
5.25K+ 201.19% |
$231K - $251K
|
7.86K
$379K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.98K+ 22.17% |
$219K - $238K
|
27.4K
$1.32M
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
4.92KNew |
$216K - $235K
|
4.92K
$237K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.47KNew |
$197K - $214K
|
4.47K
$216K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
4.38KNew |
$192K - $209K
|
4.38K
$211K
|