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 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-183- 3.29% |
$8.78K - $9.05K
|
5.38K
$260K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
8.82K+ 9.29% |
$423K - $436K
|
104K
$5.01M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
18.1KNew |
$868K - $895K
|
18.1K
$874K
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
37.7KNew |
$1.81M - $1.86M
|
37.7K
$1.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
40.5K+ 6.13% |
$1.94M - $2M
|
700K
$33.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.13K+ 1.76% |
$54.4K - $56K
|
65.4K
$3.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
90.5K+ 10.13% |
$4.34M - $4.48M
|
984K
$47.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2.03K+ 11.59% |
$97.3K - $100K
|
19.5K
$942K
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-1.62K- 27.4% |
$77.5K - $79.9K
|
4.28K
$207K
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-4.07K- 39.53% |
$195K - $201K
|
6.22K
$300K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.7K+ 16.55% |
$369K - $381K
|
54.2K
$2.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
97KNew |
$4.65M - $4.8M
|
97K
$4.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.92K+ 12.53% |
$236K - $243K
|
44.2K
$2.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
187+ 1.37% |
$8.97K - $9.25K
|
13.9K
$669K
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
6.15KNew |
$295K - $304K
|
6.15K
$297K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8.62K- 39.31% |
$413K - $426K
|
13.3K
$642K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.29K- 11.82% |
$61.7K - $63.6K
|
9.6K
$463K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
566+ 187.42% |
$27.2K - $28K
|
868
$41.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
24.7K+ 17.49% |
$1.19M - $1.22M
|
166K
$8.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.95K+ 105.01% |
$93.5K - $96.4K
|
3.8K
$184K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-31.3K- 39.34% |
$1.5M - $1.55M
|
48.3K
$2.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
31.4KNew |
$1.51M - $1.55M
|
31.4K
$1.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
12KNew |
$574K - $592K
|
12K
$577K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-18.2K- 10.54% |
$872K - $899K
|
154K
$7.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
27.2K+ 94.62% |
$1.31M - $1.35M
|
56K
$2.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-407- 16.74% |
$19.5K - $20.1K
|
2.02K
$97.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
3.1K+ 10.2% |
$149K - $154K
|
33.5K
$1.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9.12K- 19.47% |
$438K - $451K
|
37.7K
$1.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
2.56KNew |
$123K - $127K
|
2.56K
$124K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5+ 0.03% |
$240 - $247
|
19.6K
$945K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
357KNew |
$17.1M - $17.7M
|
357K
$17.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
9.52KNew |
$457K - $471K
|
9.52K
$459K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
680+ 16.0% |
$32.6K - $33.6K
|
4.93K
$238K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
13New |
$624 - $643
|
13
$628
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.02K+ 14.66% |
$48.8K - $50.4K
|
7.96K
$384K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
1.39KNew |
$66.8K - $68.9K
|
1.39K
$67.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
17.1KNew |
$823K - $848K
|
17.1K
$828K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
30.6K+ 126.6% |
$1.47M - $1.51M
|
54.7K
$2.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.52K+ 6.31% |
$73K - $75.2K
|
25.6K
$1.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
23+ 0.21% |
$1.1K - $1.14K
|
10.7K
$518K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
11KNew |
$526K - $542K
|
11K
$529K
|
|
|
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
|
Crumly & Associates Inc.
|
SELL
|
- |
-6.82K- 6.22% |
$327K - $337K
|
103K
$4.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
28+ 0.23% |
$1.34K - $1.39K
|
12.3K
$592K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
49.5KNew |
$2.38M - $2.45M
|
49.5K
$2.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
303+ 2.83% |
$14.5K - $15K
|
11K
$531K
|
|
|
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
$2.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.07K- 28.41% |
$243K - $251K
|
12.8K
$616K
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
1.02K+ 3.64% |
$48.9K - $50.5K
|
29.1K
$1.4M
|