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 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-787- 8.85% |
$34.6K - $37.6K
|
8.11K
$390K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-868- 11.69% |
$38.2K - $41.5K
|
6.55K
$315K
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.23K- 18.95% |
$54.2K - $58.9K
|
5.27K
$253K
|
|
|
Jan 22, 2024
Q4 2023
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-1.25K- 21.16% |
$54.9K - $59.7K
|
4.65K
$224K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.56K- 7.76% |
$68.4K - $74.3K
|
18.5K
$888K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-3.27K- 17.13% |
$144K - $156K
|
15.8K
$760K
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-3.52K- 2.09% |
$155K - $168K
|
165K
$7.91M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.96K- 5.46% |
$174K - $189K
|
68.5K
$3.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.15K- 15.61% |
$182K - $198K
|
22.4K
$1.08M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.56K- 45.62% |
$200K - $218K
|
5.43K
$261K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.62K- 41.83% |
$203K - $221K
|
6.42K
$308K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.64K- 48.94% |
$204K - $222K
|
4.84K
$233K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.8K- 16.77% |
$211K - $229K
|
23.8K
$1.14M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.97K- 36.69% |
$262K - $285K
|
10.3K
$495K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.98K- 39.04% |
$263K - $286K
|
9.34K
$449K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10K- 27.5% |
$441K - $479K
|
26.4K
$1.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-14.7K- 4.61% |
$646K - $702K
|
304K
$14.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-22.3K- 67.14% |
$983K - $1.07M
|
10.9K
$526K
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-30.6K- 23.73% |
$1.35M - $1.46M
|
98.3K
$4.72M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-43K- 26.38% |
$1.89M - $2.05M
|
120K
$5.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-50.6K- 12.44% |
$2.22M - $2.42M
|
356K
$17.1M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-52.2K- 72.74% |
$2.3M - $2.49M
|
19.6K
$940K
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
SELL
|
- |
-76.7K- 47.71% |
$3.37M - $3.67M
|
84.1K
$4.04M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-79.8K- 75.14% |
$3.51M - $3.81M
|
26.4K
$1.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-99.1K- 56.36% |
$4.36M - $4.74M
|
76.8K
$3.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-129K- 88.86% |
$5.68M - $6.17M
|
16.2K
$778K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-193K- 91.05% |
$8.48M - $9.21M
|
18.9K
$910K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-270K- 35.22% |
$11.9M - $12.9M
|
496K
$23.8M
|