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 185 institutions that hold shares in the stock, with a total of 13 Million shares, which have been reported (via 13F filing form) to have a value of $621 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
5,000
shares
|
$239,700
0.04% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
4,934
shares
|
$236,535
0.01% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
4,916
shares
|
$235,673
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,789
shares
|
$229,584
0.01% of portfolio
|
Q3 2025
Reduced 24.62%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
4,375
shares
|
$209,737
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
4,280
shares
|
$205,183
0.07% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
4,210
shares
|
$201,827
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
3,320
shares
|
$159,160
0.01% of portfolio
|
Q2 2025
Reduced 36.17%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
3,074
shares
|
$147,367
0.02% of portfolio
|
Q3 2025
Added 25.73%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
2,200
shares
|
$105,468
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
2,038
shares
|
$97,701
0.03% of portfolio
|
Q3 2025
Reduced 43.95%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,870
shares
|
$89,647
0.0% of portfolio
|
Q3 2021
Reduced 3.1%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
1,443
shares
|
$69,177
0.0% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
1,392
shares
|
$66,732
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
1,207
shares
|
$57,863
0.0% of portfolio
|
Q3 2025
Added 21.31%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
1,107
shares
|
$53,069
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
1,103
shares
|
$52,877
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,028
shares
|
$49,282
0.02% of portfolio
|
Q1 2023
Added 127.43%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,028
shares
|
$49,282
0.0% of portfolio
|
Q3 2025
Reduced 20.8%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
639
shares
|
$30,633
0.01% of portfolio
|
Q3 2024
Reduced 10.63%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
625
shares
|
$29,962
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
587
shares
|
$28,140
0.0% of portfolio
|
Q2 2025
Reduced 78.85%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
582
shares
|
$27,901
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
465
shares
|
$22,292
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
335
shares
|
$16,059
0.0% of portfolio
|
Q3 2025
Added 0.9%
|
|