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 | 2.7M | $138M | 27% | Mar 2024 |
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LPL Financial | 2.5M | $126M | 6% | Mar 2024 |
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Wells Fargo & Company | 2.2M | $115M | 9% | Mar 2024 |
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Bank of America Corporation | 1.7M | $88M | 6% | Mar 2024 |
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UBS Group | 1.6M | $83M | -9% | Mar 2024 |
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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 | 576k | $30M | -1% | Mar 2024 |
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H D Vest Advisory Services | 525k | $27M | 44% | Mar 2024 |
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Advisor Group Holdings | 437k | $22M | -18% | Mar 2024 |
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Miracle Mile Advisors | 417k | $21M | -6% | Mar 2024 |
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Jpmorgan Chase & Co | 405k | $21M | 7% | Mar 2024 |
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Resources Investment Advisors | 383k | $20M | 47% | Mar 2024 |
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Raymond James & Associates | 356k | $18M | -6% | Mar 2024 |
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Envestnet Asset Management | 353k | $18M | 15% | Mar 2024 |
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Commonwealth Equity Services | 336k | $17M | 16% | Mar 2024 |
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Jane Street | 297k | $15M | 100% | Mar 2024 |
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CWA Asset Management | 291k | $15M | 7% | Mar 2024 |
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Branch Banking & Trust Company | 284k | $15M | 2% | Mar 2024 |
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Stifel Financial | 282k | $15M | 13% | Mar 2024 |
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Kestra Advisory Services | 256k | $13M | -4% | 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 | 206k | $11M | -1% | Mar 2024 |
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Mot | 204k | $11M | -1% | Mar 2024 |
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RFG Advisory | 192k | $9.9M | -1% | Mar 2024 |
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Financial Planning & Information Services | 183k | $9.4M | -36% | Mar 2024 |
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Goss Wealth Management | 170k | $8.7M | 23% | Mar 2024 |
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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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Northwestern Mutual Wealth Management Company | 158k | $8.1M | 215% | Mar 2024 |
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Citigroup | 153k | $7.9M | -6% | Mar 2024 |
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Vantage Financial Partners | 146k | $7.5M | 100% | Mar 2024 |
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GM Advisory | 136k | $7.0M | 2% | Mar 2024 |
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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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Fsb Premier Wealth Management | 96k | $5.0M | 3% | Mar 2024 |
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Lake Street Financial | 96k | $4.9M | 10% | Mar 2024 |
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Goldman Sachs Group | 96k | $4.9M | 100% | 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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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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Journey Strategic Wealth | 78k | $4.0M | 16% | Mar 2024 |
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Wiser Advisor Group | 73k | $3.8M | 100% | Mar 2024 |
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Bernardo Wealth Planning | 70k | $3.6M | -15% | Mar 2024 |
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Thrivent Financial for Lutherans | 65k | $3.3M | 100% | Mar 2024 |
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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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Visionary Wealth Advisors | 58k | $3.0M | 28% | 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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D.A. Davidson & Co. | 55k | $2.8M | 13% | Mar 2024 |
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Ausdal Financial Partners | 54k | $2.8M | 7% | Mar 2024 |
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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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Brian McDonald | 53k | $2.7M | 40% | Mar 2024 |
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ABLE Financial Group | 52k | $2.7M | -3% | Mar 2024 |
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Steward Partners Investment Advisory | 51k | $2.6M | -4% | Mar 2024 |
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Larson Financial Group | 50k | $2.6M | 105% | Mar 2024 |
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Syntegra Private Wealth Group | 50k | $2.6M | -74% | Mar 2024 |
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EdgeRock Capital | 50k | $2.6M | -4% | 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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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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XML Financial | 45k | $2.3M | -2% | Mar 2024 |
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Wealth Management Resources | 44k | $2.3M | -46% | Mar 2024 |
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Invenio Wealth Partners | 43k | $2.2M | 246% | Mar 2024 |
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Crumly & Associates | 42k | $2.2M | 80% | Mar 2024 |
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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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Econ Financial Services Corp | 39k | $2.0M | 100% | 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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Mariner Wealth Advisors | 35k | $1.8M | 7% | Mar 2024 |
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Sebold Capital Management | 35k | $1.8M | 2% | Mar 2024 |
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Eqis Capital Management | 34k | $1.8M | 100% | Mar 2024 |
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Southland Equity Partners | 34k | $1.7M | 26% | Mar 2024 |
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Principal Securities | 34k | $1.7M | -6% | 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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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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Modern Wealth Management | 32k | $1.6M | 100% | Mar 2024 |
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Sentinel Pension Advisors | 32k | $1.6M | 24% | Mar 2024 |
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Stephens | 32k | $1.6M | 0% | 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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Bsc Private Wealth Management | 25k | $1.3M | 0% | Mar 2024 |
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Integrated Wealth Concepts | 25k | $1.3M | -48% | Mar 2024 |
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Snowden Capital Advisors | 24k | $1.2M | 14% | Mar 2024 |
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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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Atria Wealth Solutions | 21k | $1.1M | 13% | 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 | -1% | Mar 2024 |
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Eldridge Investment Advisors | 21k | $1.1M | -50% | Mar 2024 |
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Private Trust Co Na | 21k | $1.1M | 4% | Mar 2024 |
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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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Trustmark National Bank - Trust Department | 20k | $1.0M | -5% | Mar 2024 |
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GSG Advisors | 20k | $1.0M | 38% | Mar 2024 |
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Level Four Advisory Services | 20k | $1.0M | 0% | Mar 2024 |
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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 | $934k | 0% | Mar 2024 |
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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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Alta Wealth Advisors | 17k | $849k | -8% | Mar 2024 |
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TL Private Wealth | 16k | $820k | -19% | Mar 2024 |
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Signature Wealth Management Group | 15k | $783k | -13% | Mar 2024 |
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Creative Planning | 11k | $570k | -57% | Mar 2024 |
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Ameritas Advisory Services | 10k | $517k | -75% | Dec 2023 |
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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 |
---|---|---|---|
Signature Estate and Investment Advisors | Dec 2023 | 140k | $7.2M |
Susquehanna International | Sep 2023 | 29k | $1.4M |
Lifestyle Asset Management | Dec 2023 | 29k | $1.5M |
Avestar Capital | Dec 2023 | 25k | $1.3M |