Who owns First Tr Exchange Traded Fd Iii Managed Mun Etf?
- Ticker: FMB
- CUSIP Number: 33739n108
Tip: Access positions for across all investors
Analyze quarterly positions in First Tr Exchange Traded Fd Iii Managed Mun Etf with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold First Tr Exchange Traded Fd Iii Managed Mun Etf this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Wells Fargo & Company | 2.0M | $106M | 14% | Dec 2023 |
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UBS Group | 1.8M | $91M | -21% | Dec 2023 |
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Bank of America Corporation | 1.6M | $83M | -9% | Dec 2023 |
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Sequoia Financial Advisors | 988k | $51M | 9% | Mar 2024 |
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Honkamp Krueger Financial Services | 962k | $49M | -7% | Mar 2024 |
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Raymond James Financial Services Advisors | 752k | $39M | 16% | Mar 2024 |
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Congress Wealth Management LLC / DE / | 693k | $36M | 3% | Mar 2024 |
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Royal Bank of Canada | 584k | $30M | 4% | Dec 2023 |
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Advisor Group Holdings | 533k | $28M | -24% | Dec 2023 |
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H D Vest Advisory Services | 525k | $27M | 44% | Mar 2024 |
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Miracle Mile Advisors | 417k | $21M | -6% | Mar 2024 |
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Jpmorgan Chase & Co | 378k | $20M | 39% | Dec 2023 |
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Raymond James & Associates | 356k | $18M | -6% | Mar 2024 |
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Commonwealth Equity Services | 336k | $17M | 16% | Mar 2024 |
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Branch Banking & Trust Company | 278k | $14M | 5% | Dec 2023 |
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Kestra Advisory Services | 256k | $13M | -4% | Dec 2023 |
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Stifel Financial | 250k | $13M | 15% | Dec 2023 |
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ERn Financial | 249k | $13M | 0% | Mar 2024 |
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RMR Wealth Builders | 239k | $12M | 23% | Mar 2024 |
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Janney Montgomery Scott | 237k | $12M | 4% | Mar 2024 |
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Kowal Investment Group | 221k | $11M | 1% | Mar 2024 |
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Verus Capital Partners | 219k | $11M | 8% | Mar 2024 |
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Bank of New York Mellon | 211k | $11M | -3% | Mar 2024 |
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Frisch Financial Group | 208k | $11M | -15% | Dec 2023 |
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Mot | 206k | $11M | -8% | Dec 2023 |
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RFG Advisory | 192k | $9.9M | -1% | Mar 2024 |
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Syntegra Private Wealth Group | 192k | $9.9M | -1% | Dec 2023 |
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Private Advisor | 167k | $8.6M | 4% | Mar 2024 |
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Rockefeller Capital Management | 164k | $8.5M | 148% | Dec 2023 |
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Citigroup | 164k | $8.4M | -16% | Dec 2023 |
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Signature Estate and Investment Advisors | 140k | $7.2M | -2% | Dec 2023 |
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GM Advisory | 133k | $6.9M | 7% | Dec 2023 |
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Cambridge Investment Research Advisors | 124k | $6.4M | 8% | Mar 2024 |
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Financial Advocates Investment Management | 121k | $6.2M | 14% | Mar 2024 |
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Arkansas Financial | 121k | $6.2M | 3% | Mar 2024 |
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HighTower Advisors | 112k | $5.7M | 251% | Mar 2024 |
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FTB Advisors | 108k | $5.6M | -2% | Mar 2024 |
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Country Trust Bank | 106k | $5.5M | 18% | Mar 2024 |
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Magnus Financial Group | 102k | $5.2M | -66% | Mar 2024 |
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BCGM Wealth Management | 99k | $5.1M | 0% | Mar 2024 |
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Lake Street Financial | 96k | $4.9M | 10% | Mar 2024 |
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First Heartland Consultants | 95k | $4.9M | 8% | Mar 2024 |
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Atria Investments | 95k | $4.9M | 38% | Dec 2023 |
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Fsb Premier Wealth Management | 94k | $4.8M | -3% | Dec 2023 |
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We Are One Seven | 92k | $4.8M | 7% | Dec 2023 |
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Etesian Wealth Advisors | 90k | $4.6M | 1% | Mar 2024 |
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Legacy Private Trust | 89k | $4.6M | 0% | Mar 2024 |
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Prestige Wealth Management Group | 80k | $4.1M | 16% | Mar 2024 |
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Advance Capital Management | 78k | $4.0M | -1% | Mar 2024 |
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Bernardo Wealth Planning | 70k | $3.6M | -15% | Mar 2024 |
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Journey Strategic Wealth | 67k | $3.5M | 16% | Dec 2023 |
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Westside Investment Management | 64k | $3.3M | -2% | Mar 2024 |
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Main Line Retirement Advisors | 63k | $3.2M | 7% | Mar 2024 |
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Landmark Wealth Management | 61k | $3.1M | 6% | Mar 2024 |
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Integrys Wealth Advisors | 60k | $3.1M | -1% | Mar 2024 |
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Pine Valley Investments Ltd Liability | 57k | $2.9M | 9% | Mar 2024 |
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CWM | 57k | $2.9M | 128% | Mar 2024 |
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Ausdal Financial Partners | 54k | $2.8M | 7% | Mar 2024 |
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ABLE Financial Group | 53k | $2.8M | 392% | Dec 2023 |
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Rehmann Capital Advisory | 53k | $2.7M | 6% | Mar 2024 |
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Blackhawk Capital Partners | 53k | $2.7M | -3% | Mar 2024 |
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Steward Partners Investment Advisory | 53k | $2.7M | -17% | Dec 2023 |
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EdgeRock Capital | 52k | $2.7M | 100% | Dec 2023 |
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Larson Financial Group | 50k | $2.6M | 105% | Mar 2024 |
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Western Wealth Management | 49k | $2.5M | -5% | Mar 2024 |
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Atlas Private Wealth Advisors | 49k | $2.5M | -50% | Mar 2024 |
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D.A. Davidson & Co. | 48k | $2.5M | -16% | Dec 2023 |
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Opinicus Capital | 48k | $2.5M | 0% | Mar 2024 |
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WealthCare Investment Partners | 48k | $2.5M | 0% | Mar 2024 |
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PCG Wealth Advisors | 48k | $2.4M | 1% | Mar 2024 |
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Weitzel Financial Services | 46k | $2.4M | -9% | Dec 2023 |
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Prospera Financial Services | 46k | $2.4M | 8% | Dec 2023 |
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Visionary Wealth Advisors | 45k | $2.3M | -5% | Dec 2023 |
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Wealth Management Resources | 44k | $2.3M | -46% | Mar 2024 |
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Crumly & Associates | 42k | $2.2M | 80% | Mar 2024 |
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Eldridge Investment Advisors | 42k | $2.2M | -27% | Dec 2023 |
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Paul Damon & Associates | 41k | $2.1M | -12% | Mar 2024 |
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Foster & Motley | 41k | $2.1M | 5% | Mar 2024 |
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Stratos Wealth Partners | 40k | $2.1M | -9% | Mar 2024 |
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Tower Wealth Partners | 40k | $2.1M | -2% | Mar 2024 |
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Signature Securities Group Corporation | 40k | $2.1M | -13% | Mar 2024 |
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Hanson McClain Advisors | 39k | $2.0M | -3% | Mar 2024 |
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Sigma Planning | 38k | $2.0M | 155% | Mar 2024 |
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Wealth Enhancement Advisory Services | 38k | $1.9M | -4% | Mar 2024 |
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Mutual Advisors | 38k | $1.9M | -5% | Mar 2024 |
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Ogorek Anthony Joseph | 37k | $1.9M | 1% | Mar 2024 |
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Cypress Capital Group | 36k | $1.9M | -14% | Mar 2024 |
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Baird Financial | 36k | $1.8M | -4% | Dec 2023 |
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Moneywise | 36k | $1.8M | -16% | Mar 2024 |
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Principal Securities | 36k | $1.8M | 100% | Dec 2023 |
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Sebold Capital Management | 35k | $1.8M | 2% | Mar 2024 |
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Southland Equity Partners | 34k | $1.7M | 26% | Mar 2024 |
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Insight Wealth Strategies | 33k | $1.7M | 3% | Mar 2024 |
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Hedeker Wealth Management | 33k | $1.7M | 4% | Mar 2024 |
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Mariner Wealth Advisors | 33k | $1.7M | 181% | Dec 2023 |
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Stock Yards Trust Company | 33k | $1.7M | -19% | Mar 2024 |
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Stratos Wealth Advisors | 33k | $1.7M | 24% | Mar 2024 |
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Keystone Financial Group | 31k | $1.6M | 1% | Mar 2024 |
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Capital Investment Advisory Services | 31k | $1.6M | 0% | Mar 2024 |
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IFG Advisory | 31k | $1.6M | -2% | Mar 2024 |
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Clear Creek Financial Management | 31k | $1.6M | 5% | Mar 2024 |
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Grant/GrossMendelsohn | 31k | $1.6M | 0% | Mar 2024 |
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IFP Advisors | 30k | $1.6M | -43% | Dec 2023 |
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Envestnet Portfolio Solutions | 29k | $1.5M | -2% | Mar 2024 |
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Kestra Private Wealth Services | 26k | $1.3M | 9% | Mar 2024 |
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Creative Planning | 26k | $1.3M | -32% | Dec 2023 |
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Sentinel Pension Advisors | 25k | $1.3M | 1% | Dec 2023 |
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Bsc Private Wealth Management | 25k | $1.3M | 0% | Mar 2024 |
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Avestar Capital | 25k | $1.3M | 18% | Dec 2023 |
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Nilsine Partners | 23k | $1.2M | 7% | Mar 2024 |
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Advisory Services Network | 23k | $1.2M | 3% | Mar 2024 |
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Sutton Place Investors | 21k | $1.1M | -2% | Mar 2024 |
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Seascape Capital Management | 21k | $1.1M | 42% | Mar 2024 |
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Paragon Private Wealth Management | 21k | $1.1M | -19% | Dec 2023 |
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Private Trust Co Na | 21k | $1.1M | 4% | Mar 2024 |
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Snowden Capital Advisors | 21k | $1.1M | -15% | Dec 2023 |
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MONECO Advisors | 21k | $1.1M | 17% | Mar 2024 |
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Harbour Investments | 21k | $1.1M | 2% | Dec 2023 |
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GSG Advisors | 20k | $1.0M | 38% | Mar 2024 |
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Level Four Advisory Services | 20k | $1.0M | -9% | Dec 2023 |
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Wiley Bros.-aintree Capital | 20k | $1.0M | -9% | Mar 2024 |
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Beacon Financial | 19k | $995k | 0% | Mar 2024 |
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Koshinski Asset Management | 19k | $982k | 100% | Mar 2024 |
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National Asset Management | 19k | $984k | 0% | Dec 2023 |
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Atria Wealth Solutions | 19k | $979k | -7% | Dec 2023 |
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Orion Portfolio Solutions | 19k | $954k | -48% | Mar 2024 |
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High Net Worth Advisory Group | 19k | $951k | -1% | Mar 2024 |
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Murphy, Middleton, Hinkle & Parker | 18k | $945k | -3% | Mar 2024 |
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Worth Financial Advisory Group | 18k | $940k | -2% | Mar 2024 |
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Benjamin F. Edwards & Company | 18k | $931k | 3% | Mar 2024 |
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Naviter Wealth | 17k | $881k | 100% | Mar 2024 |
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EPG Wealth Management | 17k | $871k | -6% | Dec 2023 |
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CFG Asset Management | 17k | $849k | -2% | Mar 2024 |
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Alta Wealth Advisors | 17k | $849k | -8% | Mar 2024 |
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Cottonwood Capital Advisors | 16k | $821k | -4% | Mar 2024 |
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Virtue Capital Management | 16k | $831k | 25% | Dec 2023 |
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Cooper Financial Group | 16k | $825k | 1% | Mar 2024 |
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TL Private Wealth | 16k | $820k | -19% | Mar 2024 |
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AE Wealth Management | 16k | $794k | -35% | Dec 2023 |
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Signature Wealth Management Group | 15k | $783k | -13% | Mar 2024 |
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Lincoln National | 15k | $763k | -13% | Mar 2024 |
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Retirement Network | 15k | $765k | -3% | Dec 2023 |
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Walkner Condon Financial Advisors | 15k | $747k | 3% | Mar 2024 |
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Silver Oak Securities | 14k | $716k | 238% | Dec 2023 |
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Warren Street Wealth Advisors | 14k | $700k | -11% | Mar 2024 |
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Financial Strategies Group | 13k | $679k | 75% | Mar 2024 |
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Invenio Wealth Partners | 12k | $641k | 196% | Dec 2023 |
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SeaCrest Wealth Management | 12k | $623k | -4% | Mar 2024 |
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Prime Capital Investment Advisors | 12k | $618k | 0% | Dec 2023 |
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Hobart Private Capital | 12k | $604k | 23% | Mar 2024 |
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Good Life Advisors | 10k | $524k | -13% | Mar 2024 |
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Ameritas Advisory Services | 10k | $517k | -75% | Dec 2023 |
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Peterson Wealth Management | 9.0k | $465k | -59% | Dec 2023 |
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U.S. Capital Wealth Advisors | 7.6k | $391k | -39% | Dec 2023 |
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Condor Capital Management | 4.3k | $220k | -72% | Mar 2024 |
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Steel Peak Wealth Management | 4.3k | $219k | -90% | Mar 2024 |
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Who sold out of First Tr Exchange Traded Fd Iii Managed Mun Etf?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Jane Street | Sep 2023 | 171k | $8.4M |
Susquehanna International | Sep 2023 | 29k | $1.4M |
Lifestyle Asset Management | Dec 2023 | 29k | $1.5M |
Revisor Wealth Management | Dec 2023 | 12k | $608k |