Institutional Ownership First Tr ETF Iii Municipal Hig (FMHI)
This table provides information about the institutional ownership of First Tr ETF Iii Municipal Hig (FMHI). We have compiled data on the 165 institutions that hold shares in the stock, with a total of 10.8 Million shares, which have been reported (via 13F filing form) to have a value of $519 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
17,836
shares
|
$858,089
0.01% of portfolio
|
Q3 2024
Added 11.84%
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
17,652
shares
|
$849,237
0.02% of portfolio
|
Q4 2024
Added 5.14%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
17,486
shares
|
$841,251
0.17% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
17,341
shares
|
$834,275
0.0% of portfolio
|
Q3 2024
Added 8.89%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
16,145
shares
|
$776,735
0.02% of portfolio
|
Q3 2024
Added 109.4%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Nov 07, 2024 Q3 2024 |
15,850
shares
|
$762,543
0.2% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
14,565
shares
|
$700,722
0.05% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
13,903
shares
|
$668,873
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 04, 2024 Q3 2024 |
13,665
shares
|
$657,423
0.65% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
13,018
shares
|
$626,295
0.02% of portfolio
|
Q3 2024
Added 16.72%
|
|
|
Bka Wealth Consulting, Inc.
|
Jan 13, 2025 Q4 2024 |
12,396
shares
|
$596,371
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
12,241
shares
|
$588,914
0.02% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
11,783
shares
|
$566,880
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
11,699
shares
|
$562,838
0.05% of portfolio
|
Q4 2024
Added 4.29%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
11,321
shares
|
$544,653
0.04% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
10,985
shares
|
$528,488
0.1% of portfolio
|
Q3 2024
Reduced 7.28%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
10,882
shares
|
$523,533
0.0% of portfolio
|
Q3 2024
Added 5.11%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
10,879
shares
|
$523,388
0.01% of portfolio
|
Q4 2022
Added 11.83%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
10,715
shares
|
$515,498
0.24% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
10,692
shares
|
$514,392
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
10,562
shares
|
$508,137
0.04% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
10,299
shares
|
$495,484
0.03% of portfolio
|
Q3 2024
Reduced 10.44%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
10,288
shares
|
$494,955
0.09% of portfolio
|
Q1 2024
Reduced 11.08%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
10,170
shares
|
$489,278
0.02% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
10,157
shares
|
$488,653
0.04% of portfolio
|
Q4 2024
New holding
|