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 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.45KNew |
$416K - $452K
|
9.45K
$456K
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.45K+ 9.3% |
$63.8K - $69.3K
|
17.1K
$823K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
364New |
$16K - $17.4K
|
364
$17.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
38.9KNew |
$1.71M - $1.86M
|
38.9K
$1.88M
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
4.92KNew |
$216K - $235K
|
4.92K
$237K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
4.38KNew |
$192K - $209K
|
4.38K
$211K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
31.5KNew |
$1.39M - $1.51M
|
31.5K
$1.52M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
53+ 5.2% |
$2.33K - $2.53K
|
1.07K
$51.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
11.8KNew |
$518K - $563K
|
11.8K
$569K
|
|
| Q3 2023 | |||||||
|
Jan 12, 2024
Q3 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-20.1KClosed |
$905K - $955K
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Econ Financial Services Corp
|
BUY
|
- |
5.96KNew |
$268K - $283K
|
5.96K
$288K
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-240- 3.83% |
$10.8K - $11.4K
|
6.03K
$291K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-1.65K- 26.46% |
$74.4K - $78.5K
|
4.59K
$222K
|
|
|
Oct 23, 2023
Q3 2023
|
Atlas Private Wealth Management
|
SELL
|
- |
-1.43K- 5.66% |
$64.5K - $68K
|
23.9K
$1.15M
|
|
|
Oct 18, 2023
Q3 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.1K+ 110.0% |
$49.5K - $52.2K
|
2.1K
$101K
|
|
| Q2 2023 | |||||||
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
117+ 0.68% |
$5.39K - $5.55K
|
17.2K
$832K
|
|
|
Aug 01, 2023
Q2 2023
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
7KNew |
$322K - $332K
|
7K
$338K
|
|
|
Jul 26, 2023
Q2 2023
|
G&S Capital LLC
|
SELL
|
- |
-1.91K- 24.87% |
$88K - $90.7K
|
5.77K
$279K
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-346- 6.29% |
$15.9K - $16.4K
|
5.16K
$249K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
844New |
$38.9K - $40.1K
|
844
$40.7K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1KNew |
$46.3K - $48K
|
1K
$48.3K
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-671- 4.62% |
$31.1K - $32.2K
|
13.9K
$669K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
5.71K+ 36.2% |
$265K - $274K
|
21.5K
$1.04M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
390New |
$18.1K - $18.7K
|
390
$18.8K
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
7.71KNew |
$357K - $370K
|
7.71K
$372K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
12.5KNew |
$579K - $600K
|
12.5K
$604K
|
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
BUY
|
- |
280New |
$13K - $13.4K
|
280
$13.5K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
230New |
$10.7K - $11K
|
230
$11.1K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-440- 94.42% |
$20.4K - $21.1K
|
26
$1.26K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
576+ 127.43% |
$26.7K - $27.6K
|
1.03K
$49.6K
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7.66KNew |
$340K - $363K
|
7.66K
$370K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
32New |
$1.42K - $1.51K
|
32
$1.54K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
150New |
$6.65K - $7.1K
|
150
$7.24K
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-712- 85.07% |
$31.6K - $33.7K
|
125
$6.04K
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
22New |
$975 - $1.04K
|
22
$1.06K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.15K+ 11.83% |
$51K - $54.5K
|
10.9K
$525K
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
882+ 15.43% |
$39.1K - $41.7K
|
6.6K
$319K
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3.64K- 32.63% |
$161K - $172K
|
7.51K
$363K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Echo Wealth Management, LLC
|
SELL
|
- |
-3.17K- 27.79% |
$144K - $157K
|
8.25K
$398K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-205- 15.28% |
$9.29K - $10.1K
|
1.14K
$54.9K
|
|
|
Oct 26, 2022
Q3 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-15.5K- 75.79% |
$701K - $765K
|
4.94K
$239K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-515- 9.62% |
$23.3K - $25.4K
|
4.84K
$234K
|
|
|
Oct 17, 2022
Q3 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
199+ 1.18% |
$9.02K - $9.83K
|
17K
$821K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
SELL
|
- |
-266Closed |
$12.1K - $13.1K
|
0
$0
|
|
|
Oct 12, 2022
Q3 2022
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-3.3K- 22.6% |
$149K - $163K
|
11.3K
$545K
|
|
|
Oct 06, 2022
Q3 2022
|
Act Advisors, Llc.
|
BUY
|
- |
306+ 1.48% |
$13.9K - $15.1K
|
21K
$1.01M
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-4.21KClosed |
$197K - $216K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-4.49KClosed |
$210K - $230K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.27KClosed |
$200K - $219K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
100New |
$4.68K - $5.13K
|
100
$4.83K
|
|