Purchases and Sales Made in Q1 2024 in First Tr ETF Iii Municipal Hig (FMHI)
This table provides information about the institutional ownership of First Tr ETF Iii Municipal Hig (FMHI) during Q1 2024. The information is specifically focused on institutions that hold shares of FIRST TR ETF III MUNICIPAL HIG.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.85K- 11.27% |
$87.1K - $89.3K
|
14.5K
$701K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.4K- 10.08% |
$113K - $116K
|
21.4K
$1.03M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.45K- 15.51% |
$116K - $118K
|
13.4K
$644K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.77K- 26.9% |
$131K - $134K
|
7.53K
$363K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.36K- 0.91% |
$158K - $162K
|
365K
$17.6M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.48K- 2.98% |
$164K - $168K
|
113K
$5.46M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.76K- 9.42% |
$177K - $181K
|
36.1K
$1.74M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.79K- 3.21% |
$179K - $183K
|
114K
$5.51M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.99K- 22.26% |
$235K - $241K
|
17.4K
$840K
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-8.41K- 10.0% |
$396K - $406K
|
75.7K
$3.65M
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
SELL
|
- |
-8.96K- 30.76% |
$423K - $433K
|
20.2K
$972K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-9.31K- 5.5% |
$439K - $450K
|
160K
$7.71M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-12.8K- 12.53% |
$602K - $616K
|
89.1K
$4.29M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-13K- 60.98% |
$612K - $627K
|
8.31K
$400K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-21.7K- 21.47% |
$1.02M - $1.05M
|
79.4K
$3.82M
|
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-22.6K- 10.89% |
$1.07M - $1.09M
|
185K
$8.92M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-29.3K- 24.41% |
$1.38M - $1.41M
|
90.7K
$4.37M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-73.2K- 68.92% |
$3.45M - $3.54M
|
33K
$1.59M
|
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-81.6K- 49.52% |
$3.85M - $3.94M
|
83.1K
$4.01M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-112K- 14.58% |
$5.27M - $5.39M
|
654K
$31.5M
|