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 |
---|---|---|---|---|---|
Morgan Stanley | 2.9M | $146M | 6% | Jun 2024 |
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LPL Financial | 2.5M | $130M | 7% | Sep 2024 |
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Wells Fargo & Company | 2.4M | $127M | 9% | Sep 2024 |
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Bank of America Corporation | 1.7M | $90M | -1% | Sep 2024 |
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Honkamp Krueger Financial Services | 914k | $47M | -5% | Jun 2024 |
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Raymond James Financial Services Advisors | 775k | $40M | 5% | Sep 2024 |
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Royal Bank of Canada | 628k | $33M | 1% | Sep 2024 |
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Miracle Mile Advisors | 600k | $31M | 22% | Sep 2024 |
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H D Vest Advisory Services | 585k | $30M | 11% | Jun 2024 |
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Congress Wealth Management LLC / DE / | 477k | $25M | -31% | Sep 2024 |
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Envestnet Asset Management | 426k | $22M | 6% | Sep 2024 |
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Jpmorgan Chase & Co | 421k | $22M | 6% | Sep 2024 |
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Resources Investment Advisors | 419k | $22M | 5% | Sep 2024 |
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Raymond James & Associates | 380k | $20M | 0% | Sep 2024 |
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Advisor Group Holdings | 371k | $19M | -15% | Sep 2024 |
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Sequoia Financial Advisors | 355k | $18M | -65% | Sep 2024 |
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Stifel Financial | 314k | $16M | 11% | Jun 2024 |
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Branch Banking & Trust Company | 290k | $15M | 2% | Jun 2024 |
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RMR Wealth Builders | 284k | $15M | 13% | Sep 2024 |
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Cetera Investment Advisers | 273k | $14M | 8% | Jun 2024 |
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Janney Montgomery Scott | 268k | $14M | 6% | Sep 2024 |
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ERn Financial | 266k | $14M | 6% | Sep 2024 |
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Commonwealth Equity Services | 260k | $14M | -17% | Sep 2024 |
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Cambridge Investment Research Advisors | 252k | $13M | 97% | Sep 2024 |
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CWA Asset Management | 252k | $13M | -13% | Sep 2024 |
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Goss Wealth Management | 237k | $12M | 39% | Jun 2024 |
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Frisch Financial Group | 205k | $11M | 11% | Sep 2024 |
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Bank of New York Mellon | 204k | $11M | -2% | Sep 2024 |
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Mot | 203k | $11M | 0% | Sep 2024 |
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Verus Capital Partners | 202k | $11M | 6% | Sep 2024 |
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GM Advisory | 199k | $10M | 20% | Sep 2024 |
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Kowal Investment Group | 192k | $10M | -1% | Sep 2024 |
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Larson Financial Group | 191k | $9.9M | 26% | Sep 2024 |
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RFG Advisory | 182k | $9.4M | -4% | Sep 2024 |
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Kestra Advisory Services | 174k | $9.0M | 1% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 174k | $9.0M | 10% | Sep 2024 |
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Rockefeller Capital Management | 174k | $8.9M | 6% | Jun 2024 |
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Vantage Financial Partners | 154k | $7.9M | 5% | Jun 2024 |
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Private Advisor | 151k | $7.8M | -4% | Sep 2024 |
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HighTower Advisors | 123k | $6.3M | 10% | Jun 2024 |
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Arkansas Financial | 122k | $6.4M | 0% | Sep 2024 |
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Financial Planning & Information Services | 120k | $6.2M | -12% | Sep 2024 |
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Renaissance Technologies | 120k | $6.2M | 137% | Sep 2024 |
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Citigroup | 117k | $6.1M | -22% | Sep 2024 |
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Mml Investors Services | 116k | $6.0M | 12% | Sep 2024 |
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International Assets Investment Management | 114k | $2.2M | 5096% | Sep 2024 |
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FTB Advisors | 111k | $5.8M | 0% | Sep 2024 |
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Financial Advocates Investment Management | 109k | $5.7M | -2% | Sep 2024 |
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BCGM Wealth Management | 107k | $5.6M | 6% | Sep 2024 |
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Journey Strategic Wealth | 104k | $5.4M | 9% | Sep 2024 |
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Magnus Financial Group | 102k | $5.3M | 2% | Sep 2024 |
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First Heartland Consultants | 99k | $5.2M | -2% | Sep 2024 |
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Atria Investments | 99k | $5.1M | 3% | Sep 2024 |
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Country Trust Bank | 98k | $5.1M | -5% | Sep 2024 |
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Lake Street Financial | 96k | $5.0M | 5% | Sep 2024 |
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Fsb Premier Wealth Management | 94k | $4.8M | -3% | Jun 2024 |
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Atlas Private Wealth Advisors | 93k | $4.8M | -1% | Sep 2024 |
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Legacy Private Trust | 93k | $4.8M | -4% | Sep 2024 |
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Relative Value Partners | 92k | $4.7M | 100% | Jun 2024 |
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Advance Capital Management | 89k | $4.6M | 22% | Sep 2024 |
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We Are One Seven | 87k | $4.5M | -10% | Sep 2024 |
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Brian McDonald | 87k | $4.5M | 11% | Sep 2024 |
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Prestige Wealth Management Group | 80k | $4.1M | 0% | Sep 2024 |
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Sanctuary Advisors | 77k | $3.9M | 9% | Sep 2024 |
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Etesian Wealth Advisors | 74k | $3.8M | -11% | Sep 2024 |
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Prospera Financial Services | 68k | $3.5M | 48% | Sep 2024 |
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Landmark Wealth Management | 66k | $3.4M | 2% | Sep 2024 |
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Main Line Retirement Advisors | 64k | $3.3M | 1% | Sep 2024 |
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Per Stirling Capital Management | 64k | $3.3M | 120% | Sep 2024 |
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Westside Investment Management | 63k | $3.3M | 1% | Sep 2024 |
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Integrys Wealth Advisors | 62k | $3.2M | 4% | Sep 2024 |
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CWM | 61k | $3.2M | -34% | Sep 2024 |
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Visionary Wealth Advisors | 59k | $3.1M | 6% | Sep 2024 |
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Wiser Advisor Group | 58k | $3.0M | -20% | Jun 2024 |
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Invenio Wealth Partners | 57k | $2.9M | 32% | Jun 2024 |
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Rehmann Capital Advisory | 56k | $2.9M | -2% | Sep 2024 |
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Pine Valley Investments Ltd Liability | 55k | $2.8M | 0% | Sep 2024 |
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D.A. Davidson & Co. | 54k | $2.7M | -1% | Jun 2024 |
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Western Wealth Management | 53k | $2.8M | 9% | Sep 2024 |
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ABLE Financial Group | 53k | $2.8M | 22% | Sep 2024 |
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HFG Wealth Management | 52k | $2.6M | 0% | Sep 2024 |
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Mariner Wealth Advisors | 51k | $2.6M | 36% | Sep 2024 |
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Stratos Wealth Partners | 50k | $2.6M | 7% | Sep 2024 |
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Thrivent Financial for Lutherans | 50k | $2.6M | -23% | Sep 2024 |
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Grant/GrossMendelsohn | 50k | $2.6M | 4% | Sep 2024 |
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Southland Equity Partners | 50k | $2.6M | -1% | Sep 2024 |
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Sebold Capital Management | 49k | $2.6M | 2% | Sep 2024 |
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WealthCare Investment Partners | 49k | $2.5M | 0% | Sep 2024 |
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Blackhawk Capital Partners | 49k | $2.5M | -10% | Sep 2024 |
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Weitzel Financial Services | 48k | $2.5M | 1% | Sep 2024 |
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Equitable Holdings | 48k | $2.4M | 3% | Jun 2024 |
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Steward Partners Investment Advisory | 48k | $2.4M | -6% | Jun 2024 |
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Opinicus Capital | 47k | $2.5M | 0% | Sep 2024 |
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XML Financial | 46k | $2.4M | 3% | Sep 2024 |
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Syntegra Private Wealth Group | 44k | $2.3M | -3% | Sep 2024 |
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EdgeRock Capital | 44k | $2.3M | -5% | Sep 2024 |
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Hanson McClain Advisors | 44k | $2.3M | -11% | Sep 2024 |
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Foster & Motley | 43k | $2.2M | -7% | Sep 2024 |
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Ausdal Financial Partners | 43k | $2.2M | -13% | Sep 2024 |
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Investment Planning Advisors | 40k | $2.0M | 0% | Sep 2024 |
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Sigma Planning | 40k | $2.1M | 0% | Sep 2024 |
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Sentinel Pension Advisors | 39k | $2.0M | 13% | Sep 2024 |
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Insight Wealth Strategies | 38k | $2.0M | 7% | Sep 2024 |
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Stephens | 38k | $1.9M | 17% | Sep 2024 |
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Mutual Advisors | 37k | $1.9M | 0% | Sep 2024 |
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Naviter Wealth | 37k | $1.9M | 98% | Sep 2024 |
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Bernardo Wealth Planning | 37k | $1.9M | -7% | Sep 2024 |
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Signature Securities Group Corporation | 36k | $1.9M | 0% | Sep 2024 |
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Stock Yards Trust Company | 36k | $1.9M | 15% | Sep 2024 |
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Integrated Wealth Concepts | 35k | $1.8M | 24% | Sep 2024 |
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Modern Wealth Management | 35k | $1.8M | 9% | Sep 2024 |
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Paul Damon & Associates | 35k | $1.8M | -2% | Sep 2024 |
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Hedeker Wealth Management | 35k | $1.8M | 21% | Sep 2024 |
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Envestnet Portfolio Solutions | 35k | $1.8M | 0% | Sep 2024 |
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IFG Advisory | 34k | $1.8M | 0% | Sep 2024 |
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Eqis Capital Management | 34k | $1.7M | 2% | Sep 2024 |
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Cypress Capital Group | 34k | $1.7M | 29% | Sep 2024 |
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Strategic Financial Partners | 33k | $1.7M | -1% | Sep 2024 |
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Clear Creek Financial Management | 33k | $1.7M | 7% | Sep 2024 |
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Principal Securities | 33k | $1.7M | 2% | Sep 2024 |
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PCG Wealth Advisors | 31k | $1.6M | -21% | Sep 2024 |
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Old Mission Capital | 31k | $1.6M | 100% | Jun 2024 |
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First Trust Advisors | 31k | $1.6M | 100% | Sep 2024 |
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Capital Investment Advisory Services | 30k | $1.6M | 0% | Sep 2024 |
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Jane Street | 30k | $1.6M | 100% | Sep 2024 |
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Ogorek Anthony Joseph | 30k | $1.5M | -7% | Sep 2024 |
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Stratos Wealth Advisors | 30k | $1.5M | -3% | Sep 2024 |
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First Trust Investment Solutions | 29k | $1.5M | 100% | Sep 2024 |
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Snowden Capital Advisors | 28k | $1.4M | 5% | Sep 2024 |
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Secure Asset Management | 27k | $1.4M | 16% | Sep 2024 |
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Traction Financial Partners | 27k | $1.4M | -9% | Sep 2024 |
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Koshinski Asset Management | 26k | $1.4M | -2% | Sep 2024 |
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Ameritas Advisory Services | 26k | $1.3M | -1% | Sep 2024 |
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GSG Advisors | 26k | $1.3M | 14% | Sep 2024 |
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Benjamin Edwards | 26k | $1.3M | 396% | Sep 2024 |
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Summit Wealth Partners | 25k | $1.3M | -3% | Sep 2024 |
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Wealth Enhancement Advisory Services | 24k | $1.2M | -37% | Jun 2024 |
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Advisory Services Network | 24k | $1.2M | 0% | Sep 2024 |
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Nilsine Partners | 23k | $1.2M | 1% | Sep 2024 |
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Bsc Private Wealth Management | 22k | $1.2M | -12% | Sep 2024 |
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LVZ Advisors | 22k | $1.2M | 131% | Sep 2024 |
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Atria Wealth Solutions | 22k | $1.2M | 6% | Sep 2024 |
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Wiley Bros.-aintree Capital | 22k | $1.1M | 10% | Jun 2024 |
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Core Wealth Partners | 22k | $1.1M | 200% | Sep 2024 |
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Sutton Place Investors | 21k | $1.1M | 0% | Sep 2024 |
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IFP Advisors | 21k | $1.1M | -1% | Jun 2024 |
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Buckingham Strategic Partners | 21k | $1.1M | 100% | Sep 2024 |
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Orion Portfolio Solutions | 21k | $1.1M | 12% | Sep 2024 |
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Crumly & Associates | 21k | $1.1M | -2% | Sep 2024 |
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Private Trust Co Na | 18k | $894k | -16% | Jun 2024 |
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Harbour Investments | 17k | $863k | -27% | Sep 2024 |
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Kestra Private Wealth Services | 15k | $781k | -39% | Sep 2024 |
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Moneywise | 12k | $612k | -60% | Sep 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 |
---|---|---|---|
Goldman Sachs Group | Mar 2024 | 96k | $4.9M |
Susquehanna International | Jun 2024 | 42k | $2.1M |
Econ Financial Services Corp | Jun 2024 | 39k | $2.0M |
DeDora Capital | Jun 2024 | 31k | $2.6M |