Latest Institutional Transactions on First Tr ETF Iii Municipal Hig (FMHI)
This table provides information on the latest institutional transactions involving First Tr ETF Iii Municipal Hig (FMHI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
800+ 2.99% |
$38.4K - $39.6K
|
27.5K
$1.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
11KNew |
$526K - $542K
|
11K
$531K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
23+ 0.21% |
$1.1K - $1.14K
|
10.7K
$521K
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-6.82K- 6.22% |
$327K - $337K
|
103K
$4.98M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
81+ 0.99% |
$3.89K - $4.01K
|
8.23K
$399K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
303+ 2.83% |
$14.5K - $15K
|
11K
$533K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
7.31K+ 38.6% |
$351K - $362K
|
26.2K
$1.27M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
570+ 1.31% |
$27.3K - $28.2K
|
44.2K
$2.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.07K- 28.41% |
$243K - $251K
|
12.8K
$619K
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
1.02K+ 3.64% |
$48.9K - $50.5K
|
29.1K
$1.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.09K- 8.79% |
$340K - $351K
|
73.6K
$3.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
212+ 0.74% |
$10.2K - $10.5K
|
29K
$1.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
250+ 1.72% |
$12K - $12.4K
|
14.8K
$718K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
13.3KNew |
$636K - $656K
|
13.3K
$643K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
234New |
$11.2K - $11.6K
|
234
$11.3K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
472+ 6.08% |
$22.6K - $23.3K
|
8.24K
$399K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5+ 1.13% |
$240 - $247
|
447
$21.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-10.1K- 2.86% |
$483K - $498K
|
342K
$16.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-1.69K- 30.92% |
$80.9K - $83.4K
|
3.77K
$183K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.79K+ 17.37% |
$85.8K - $88.5K
|
12.1K
$586K
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-150- 0.44% |
$7.2K - $7.42K
|
34.3K
$1.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
21+ 0.25% |
$1.01K - $1.04K
|
8.41K
$408K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-3.78K- 12.91% |
$182K - $187K
|
25.5K
$1.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
225New |
$10.8K - $11.1K
|
225
$10.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
831+ 1.4% |
$39.9K - $41.1K
|
60.3K
$2.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
6.25KNew |
$300K - $309K
|
6.25K
$303K
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
8.43K+ 53.16% |
$404K - $417K
|
24.3K
$1.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
1.65K+ 3.73% |
$79K - $81.4K
|
45.7K
$2.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-1.4K- 2.0% |
$67.2K - $69.3K
|
68.5K
$3.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-343- 1.62% |
$16.5K - $17K
|
20.8K
$1.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.88K- 39.23% |
$138K - $142K
|
4.45K
$216K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.48K+ 31.68% |
$167K - $172K
|
14.5K
$701K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.12K- 7.56% |
$198K - $204K
|
50.3K
$2.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
399+ 9.41% |
$19.1K - $19.7K
|
4.64K
$225K
|
|
|
Jan 27, 2025
Q4 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
52+ 0.55% |
$2.49K - $2.57K
|
9.47K
$459K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
12.4KNew |
$595K - $614K
|
12.4K
$602K
|
|
|
Jan 27, 2025
Q4 2024
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-12.5K- 66.13% |
$598K - $617K
|
6.39K
$310K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
7+ 0.37% |
$336 - $346
|
1.89K
$91.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
9.18K+ 3.9% |
$440K - $454K
|
245K
$11.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-925- 4.46% |
$44.4K - $45.8K
|
19.8K
$961K
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
271+ 1.49% |
$13K - $13.4K
|
18.5K
$897K
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
863+ 5.14% |
$41.4K - $42.7K
|
17.7K
$856K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-511- 8.75% |
$24.5K - $25.3K
|
5.33K
$258K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-178- 2.52% |
$8.54K - $8.81K
|
6.88K
$334K
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
121+ 2.52% |
$5.81K - $5.99K
|
4.92K
$239K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
75+ 1.0% |
$3.6K - $3.71K
|
7.54K
$366K
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
5.72KNew |
$274K - $283K
|
5.72K
$277K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
73+ 1.01% |
$3.5K - $3.61K
|
7.29K
$353K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
23.5K+ 61.48% |
$1.13M - $1.16M
|
61.9K
$3M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
10.5K+ 6.56% |
$502K - $518K
|
170K
$8.24M
|