Purchases and Sales Made in Q4 2024 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 2024. 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 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
212+ 0.74% |
$10.2K - $10.5K
|
29K
$1.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
121+ 2.52% |
$5.81K - $5.99K
|
4.92K
$240K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
81+ 0.99% |
$3.89K - $4.01K
|
8.23K
$401K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
75+ 1.0% |
$3.6K - $3.71K
|
7.54K
$367K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
73+ 1.01% |
$3.5K - $3.61K
|
7.29K
$355K
|
|
|
Jan 27, 2025
Q4 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
52+ 0.55% |
$2.49K - $2.57K
|
9.47K
$461K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
28+ 0.23% |
$1.34K - $1.39K
|
12.3K
$598K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
23+ 0.21% |
$1.1K - $1.14K
|
10.7K
$523K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
21+ 0.25% |
$1.01K - $1.04K
|
8.41K
$409K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
18+ 0.35% |
$864 - $890
|
5.17K
$252K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
13New |
$624 - $643
|
13
$633
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
7+ 0.37% |
$336 - $346
|
1.89K
$91.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5+ 0.03% |
$240 - $247
|
19.6K
$953K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5+ 1.13% |
$240 - $247
|
447
$21.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-150- 0.44% |
$7.2K - $7.42K
|
34.3K
$1.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-178- 2.52% |
$8.54K - $8.81K
|
6.88K
$335K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-343- 1.62% |
$16.5K - $17K
|
20.8K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-381- 3.61% |
$18.3K - $18.8K
|
10.2K
$495K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-511- 8.75% |
$24.5K - $25.3K
|
5.33K
$259K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-880- 11.5% |
$42.2K - $43.5K
|
6.78K
$330K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-925- 4.46% |
$44.4K - $45.8K
|
19.8K
$965K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-1.4K- 2.0% |
$67.2K - $69.3K
|
68.5K
$3.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-1.69K- 30.92% |
$80.9K - $83.4K
|
3.77K
$183K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.04K- 9.99% |
$97.9K - $101K
|
18.4K
$895K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.88K- 39.23% |
$138K - $142K
|
4.45K
$217K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-3.78K- 12.91% |
$182K - $187K
|
25.5K
$1.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.12K- 7.56% |
$198K - $204K
|
50.3K
$2.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.07K- 28.41% |
$243K - $251K
|
12.8K
$622K
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-6.82K- 6.22% |
$327K - $337K
|
103K
$5.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.09K- 8.79% |
$340K - $351K
|
73.6K
$3.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-7.74K- 11.97% |
$371K - $383K
|
56.9K
$2.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9.12K- 19.47% |
$438K - $451K
|
37.7K
$1.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-10.1K- 2.86% |
$483K - $498K
|
342K
$16.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-12.5K- 66.13% |
$598K - $617K
|
6.39K
$311K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-18.2K- 10.54% |
$872K - $899K
|
154K
$7.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-31.3K- 39.34% |
$1.5M - $1.55M
|
48.3K
$2.35M
|