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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.36KNew |
$192K - $208K
|
4.36K
$209K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.2KNew |
$185K - $201K
|
4.2K
$202K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.18K+ 5.17% |
$184K - $200K
|
85.1K
$4.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
3.8K+ 85.58% |
$167K - $182K
|
8.25K
$396K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.08K+ 23.93% |
$136K - $147K
|
16K
$767K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.86K+ 25.42% |
$126K - $137K
|
14.1K
$678K
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2K+ 11.24% |
$88K - $95.6K
|
19.8K
$951K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.69K+ 2.06% |
$74.3K - $80.7K
|
83.7K
$4.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.45K+ 9.3% |
$63.8K - $69.3K
|
17.1K
$819K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.29K+ 6.43% |
$56.5K - $61.4K
|
21.3K
$1.02M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
1.19K+ 4.47% |
$52.4K - $57K
|
27.8K
$1.34M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.11KNew |
$48.7K - $52.9K
|
1.11K
$53.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Triton Wealth Management, Pllc
|
BUY
|
- |
1.09K+ 6.95% |
$48.1K - $52.3K
|
16.8K
$809K
|
|
|
Feb 06, 2024
Q4 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
1.05K+ 4.71% |
$46.4K - $50.4K
|
23.4K
$1.13M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.01KNew |
$44.4K - $48.3K
|
1.01K
$48.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1KNew |
$44K - $47.8K
|
1K
$48.1K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
960+ 4.32% |
$42.2K - $45.9K
|
23.2K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
692+ 2.29% |
$30.4K - $33.1K
|
30.8K
$1.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
BUY
|
- |
593+ 1.03% |
$26.1K - $28.3K
|
58.4K
$2.81M
|
|
|
Feb 01, 2024
Q4 2023
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
457+ 2.62% |
$20.1K - $21.8K
|
17.9K
$860K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
451+ 6.94% |
$19.8K - $21.6K
|
6.95K
$334K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
364New |
$16K - $17.4K
|
364
$17.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
263+ 821.88% |
$11.6K - $12.6K
|
295
$14.2K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
221+ 1.85% |
$9.72K - $10.6K
|
12.2K
$586K
|
|
|
Jan 31, 2024
Q4 2023
|
Boyd Wealth Management, LLC
|
BUY
|
- |
155+ 0.8% |
$6.82K - $7.41K
|
19.4K
$933K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
105+ 1.45% |
$4.62K - $5.02K
|
7.33K
$352K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
100New |
$4.4K - $4.78K
|
100
$4.81K
|
|
|
Jan 29, 2024
Q4 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
75+ 1.05% |
$3.3K - $3.58K
|
7.23K
$347K
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
64+ 0.61% |
$2.81K - $3.06K
|
10.6K
$509K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
53+ 5.2% |
$2.33K - $2.53K
|
1.07K
$51.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
11+ 8.4% |
$484 - $526
|
142
$6.82K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6- 0.01% |
$264 - $287
|
45.8K
$2.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
SELL
|
- |
-70- 0.17% |
$3.08K - $3.35K
|
41.2K
$1.98M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-142- 1.49% |
$6.25K - $6.79K
|
9.37K
$450K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-156- 37.59% |
$6.86K - $7.46K
|
259
$12.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-175- 0.82% |
$7.7K - $8.36K
|
21.3K
$1.02M
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-187- 3.54% |
$8.22K - $8.94K
|
5.1K
$245K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-211- 0.86% |
$9.28K - $10.1K
|
24.2K
$1.16M
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-239- 25.05% |
$10.5K - $11.4K
|
715
$34.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-250- 29.34% |
$11K - $11.9K
|
602
$28.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-251- 2.6% |
$11K - $12K
|
9.39K
$451K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-374- 0.6% |
$16.4K - $17.9K
|
62K
$2.98M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-381- 0.95% |
$16.8K - $18.2K
|
39.9K
$1.91M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-454- 14.32% |
$20K - $21.7K
|
2.72K
$131K
|
|
|
Feb 13, 2024
Q4 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-544- 3.79% |
$23.9K - $26K
|
13.8K
$663K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-554- 6.55% |
$24.4K - $26.5K
|
7.9K
$379K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-629- 3.69% |
$27.7K - $30.1K
|
16.4K
$788K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-642- 3.68% |
$28.2K - $30.7K
|
16.8K
$808K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-779- 8.41% |
$34.3K - $37.2K
|
8.48K
$408K
|