Institutional Ownership First Tr Exch Trad Fd Iii New (FMNY)
This table provides information about the institutional ownership of First Tr Exch Trad Fd Iii New (FMNY). We have compiled data on the 14 institutions that hold shares in the stock, with a total of 467,625 shares, which have been reported (via 13F filing form) to have a value of $12.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
161,830
shares
|
$4.3 Million
0.46% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
72,995
shares
|
$1.94 Million
0.1% of portfolio
|
Q3 2024
Added 48.19%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
54,100
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.46%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
36,601
shares
|
$973,220
0.0% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
31,855
shares
|
$847,024
0.0% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Socha Financial Group, LLC
Corning, NY |
Oct 30, 2024 Q3 2024 |
28,358
shares
|
$754,039
0.34% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
24,736
shares
|
$657,730
0.03% of portfolio
|
Q2 2021
Reduced 69.24%
|
|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
17,358
shares
|
$461,549
0.16% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
16,200
shares
|
$430,758
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Platform Technology Partners
|
Nov 04, 2024 Q3 2024 |
10,662
shares
|
$283,502
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
7,770
shares
|
$206,604
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
5,159
shares
|
$137,177
0.0% of portfolio
|
Q3 2024
Added 181.76%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1
shares
|
$26
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|