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Disclosery

FMHI FIRST TR EXCH TRADED FD III

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MUNI HI INCM ETF (fund)

170 managers (172 13F filers) reported a position in FMHI shares at 2025-03-31, 12,061,188 shares in all. 10 filers opened a position and 13 filers sold out during the quarter.

Managers
170
13F filers
172
New
10
Added
71
Reduced
61
Sold out
13
Shares held by filers
12,061,188

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,303,252$62.3M0.12%+151,93513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,293,211$61.8M<0.01%+205,51313F-HRTimelineGroup
LPL Financial LLC978,176$46.8M0.02%-6,10013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN772,560$36.9M0.01%+72,30413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/714,550$34.2M<0.01%+42,59713F-HRTimelineGroup
UBS Group AGin group UBS Group AG403,236$19.3M<0.01%+4,97013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC383,724$18.3M0.01%-2,94013F-HRTimelineGroup
Principle Wealth Partners LLC317,181$15.2M1.08%-24,38913F-HRTimeline
Financial Partners Group, Inc251,112$12M1.85%+6,28613F-HRTimeline
NewEdge Advisors, LLC238,344$11.4M0.07%+27,38913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC233,824$11.2M<0.01%-123,51213F-HRTimelineGroup
SlateStone Wealth, LLC233,078$11.1M1.12%+67,17513F-HRTimeline
Ocean Park Asset Management, LLC208,500$9.97M0.35%new13F-HRTimeline
Cetera Investment Advisers203,823$9.74M0.02%+13,09313F-HRTimeline
Manhattan West Asset Management, LLC193,076$9.23M2.35%+16,94013F-HRTimeline
HighTower Advisors, LLC191,717$9.17M0.01%+37,52413F-HRTimeline
EnRich Financial Partners LLC165,438$7.91M2.66%+4,90113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO146,712$7.01M<0.01%+8,25513F-HRTimelineGroup
Atlas Private Wealth Advisors146,065$6.98M0.97%-23,88913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA139,418$6.67M<0.01%-6,96913F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…134,146$6.41M0.02%+11,13813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…126,357$6.04M0.01%+110,59713F-HRTimelineGroup
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.116,264$5.56M0.33%+12,47213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.105,042$5.02M0.01%+42,45513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC100,198$4.79M0.02%+5,72613F-HRTimeline
Crumly & Associates Inc.97,108$4.64M1.28%-5,68313F-HRTimeline
Hughes Financial Services, LLC96,535$4.64M0.91%-48413F-HRTimeline
Cyndeo Wealth Partners, LLC95,278$4.55M0.3%+7,20813F-HRTimeline
Private Advisor Group, LLC83,609$4M0.02%+10,04013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding79,524$3.8M+4,502Timeline
CWM, LLCin group CWM, LLC78,168$3.74M0.01%+23,42213F-HRTimelineGroup
Cornerstone Wealth Management, LLC74,504$3.56M0.24%+43713F-HRTimeline
Stewardship Advisors, LLC73,974$3.54M0.96%+15,93813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC73,652$3.52M<0.01%+19,47113F-HRTimeline
MBL Wealth, LLC71,955$3.44M0.35%-1,07013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…68,509$3.28M0.05%013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding61,819$2.96M-3,136Timeline
Visionary Wealth Advisors61,263$2.93M0.18%-11,35313F-HRTimeline
Platform Technology Partners59,329$2.84M0.83%-1,00013F-HRTimeline
ROCKLAND TRUST CO53,463$2.56M0.13%-3,46813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.51,485$2.46M0.02%+3,27513F-HRTimelineGroup
GSG Advisors LLC51,716$2.4M0.79%-3,44913F-HRTimeline
First Horizon Advisors, Inc.49,500$2.37M0.07%013F-HRTimeline
Advisory Resource Group49,365$2.36M0.48%+3,64613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.48,414$2.31M0.01%-7,58713F-HRTimeline
OLD MISSION CAPITAL LLC46,634$2.23M0.04%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp44,332$2.12M<0.01%-6,48413F-HRTimelineGroup
Martin Worley Group41,472$1.98M1.13%+3,77813F-HRTimeline
D.A. DAVIDSON & CO.41,092$1.96M0.02%-3,06113F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP37,784$1.81M0.03%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…37,439$1.79M0.04%+14,75413F-HRTimelineGroup
ShoreHaven Wealth Partners, LLC36,429$1.74M0.83%+10,89613F-HRTimeline
Financial Advocates Investment Manageme…34,577$1.65M0.12%-15,77113F-HRTimeline
Perissos Private Wealth Management, LLC34,483$1.65M1.5%+21713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP34,004$1.63M<0.01%+7,76513F-HRTimelineGroup
Evergreen Private Wealth LLC34,004$1.63M0.76%+48313F-HRTimeline
Mutual Advisors, LLC33,470$1.56M0.04%+1,34713F-HRTimeline
Sowell Financial Services LLC31,620$1.51M0.07%+22013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC29,269$1.4M0.36%+29413F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…27,810$1.33M0.03%+29013F-HRTimelineGroup
IFP Advisors, Inc26,488$1.27M0.04%+86513F-HRTimeline
Integrated Wealth Concepts LLC25,780$1.23M0.01%-34713F-HRTimeline
Hobart Private Capital, LLC25,624$1.22M0.31%+1,34813F-HRTimeline
NWAM LLC24,777$1.18M0.1%+7,63413F-HRTimeline
Janney Montgomery Scott LLC22,915$1.09M<0.01%+4,53813F-HRTimeline
Prospera Financial Services Inc22,902$1.09M0.03%+5,86413F-HRTimeline
High Net Worth Advisory Group LLC22,064$1.05M0.3%-3,05513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP21,798$1.04M<0.01%-4,01013F-HRTimelineGroup
COMERICA BANK21,384$1.02M<0.01%+1,53713F-HRTimeline
Plan Group Financial, LLC21,198$1.01M0.36%new13F-HRTimeline
ASHTON THOMAS SECURITIES, LLC20,215$966K0.27%+70213F-HRTimeline
Atria Investments, Inc19,000$908K0.01%-57413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS18,775$898K<0.01%-45513F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …18,049$863K0.06%-5113F-HRTimelineGroup
Traction Financial Partners, LLC17,659$844K0.66%-11,39713F-HRTimeline
Capital Investment Advisory Services, L…17,550$839K0.08%-2,27513F-HRTimeline
Belpointe Asset Management LLC17,110$818K0.04%-4,79513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV16,565$792K0.06%+1,75013F-HRTimeline
Boyce & Associates Wealth Consulting, I…16,446$786K0.79%+4,05013F-HRTimeline
Boyd Wealth Management, LLC16,297$779K0.39%-2,19513F-HRTimeline
COUNTRY TRUST BANK16,116$770K0.02%-1,53613F-HR/ATimeline
SEAMOUNT FINANCIAL GROUP INC15,034$719K0.49%+8,78613F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV14,822$711K0.69%+97013F-HRTimeline
Summit Wealth Partners, LLC14,465$692K0.14%013F-HRTimeline
OneDigital Investment Advisors LLC14,318$684K0.01%013F-HRTimeline
Synergy Investment Management, LLC13,844$662K0.28%+11,28513F-HRTimeline
HARBOUR INVESTMENTS, INC.13,747$657K0.02%+44713F-HRTimeline
Steward Partners Investment Advisory, L…13,569$649K0.01%-24,18013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,253$634K<0.01%-30,92613F-HR/ATimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…13,167$629K0.02%+65813F-HRTimelineGroup
Allworth Financial LP13,257$614K<0.01%013F-HRTimeline
Marshall Financial Group, LLC12,789$611K0.13%new13F-HRTimeline
AdvisorNet Financial, Inc12,703$607K0.05%+1,00413F-HRTimeline
Sanctuary Advisors, LLC12,520$599K<0.01%+1,52513F-HRTimeline
1900 WEALTH MANAGEMENT LLC12,405$593K0.05%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC12,384$592K0.02%-2,07913F-HRTimelineGroup
Gladstone Institutional Advisory LLC11,796$564K0.03%-29213F-HRTimeline
IFG Advisory, LLC11,550$552K0.03%+11413F-HRTimeline
Sigma Planning Corp11,092$530K0.02%-1,17713F-HRTimeline
Curran Financial Partners, LLC10,873$520K0.13%+5,15213F-HRTimeline
Advyzon Investment Management, LLC10,693$511K0.18%-26813F-HRTimeline
Geneos Wealth Management Inc.10,394$497K0.01%+22413F-HRTimeline
WealthCare Investment Partners, LLC10,599$489K0.21%-13913F-HRTimeline
Advisory Services Network, LLC10,122$484K0.01%+61413F-HRTimeline
Hedeker Wealth, LLC9,809$469K0.13%+33713F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT9,612$460K0.03%-95013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC9,035$432K0.01%-1,31413F-HRTimeline
Dynasty Wealth Management, LLC9,034$432K0.01%-48313F-HRTimeline
Arax Advisory Partners8,848$423K0.03%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…8,457$404K0.04%-1,70013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …8,400$402K0.01%013F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC8,199$392K<0.01%-5,16713F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.8,114$388K0.16%-29413F-HRTimeline
Mattern Wealth Management LLC8,050$385K0.09%-1,36213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.8,000$382K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\7,963$381K<0.01%013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,885$377K<0.01%new13F-HRTimelineGroup
Orion Porfolio Solutions, LLC7,819$374K<0.01%-8,25913F-HRTimeline
Orion Portfolio Solutions, LLC7,819$374K<0.01%-8,25913F-HR/ATimeline
Genesee Capital Advisors, LLC7,589$363K0.18%+4513F-HRTimeline
Aurora Private Wealth, Inc.7,363$352K0.28%+7413F-HR/ATimeline
RFG Advisory, LLC7,343$351K0.01%-54,50713F-HRTimeline
Bison Wealth, LLC7,086$339K0.03%-77313F-HRTimeline
Chicago Partners Investment Group LLC7,025$329K0.01%+14113F-HRTimeline
Snowden Capital Advisors LLC6,836$327K0.01%-86713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…6,696$323K0.01%-7913F-HRTimelineGroup
Altus Wealth Group LLC6,707$321K0.15%+55913F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…6,665$319K0.01%+1,89113F-HRTimelineGroup
CFO4Life Group, LLC6,221$297K0.05%013F-HRTimeline
Per Stirling Capital Management, LLC.6,033$288K0.04%-24,22013F-HRTimeline
AE Wealth Management LLC6,009$287K<0.01%+3,13513F-HRTimeline
Xcel Wealth Management, LLC6,000$287K0.09%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.5,950$284K<0.01%+15013F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.5,775$276K0.01%013F-HRTimeline
Lokken Investment Group LLC5,648$270K0.11%-62413F-HRTimeline
WADDELL & ASSOCIATES, LLC5,570$266K0.03%013F-HR/ATimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …5,513$264K<0.01%-55013F-HRTimelineGroup
Atria Wealth Solutions, Inc.5,478$262K<0.01%-7,29013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.5,379$257K0.1%013F-HRTimeline
Landmark Wealth Management, LLC5,361$256K0.11%+43713F-HRTimeline
PRIVATE TRUST CO NA5,201$249K0.03%+27113F-HRTimeline
Clear Creek Financial Management, LLC5,123$245K0.03%-20513F-HRTimeline
Westside Investment Management, Inc.5,000$239K0.05%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.4,966$237K0.01%new13F-HR/ATimelineGroup
SeaCrest Wealth Management, LLC4,558$218K0.02%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,415$211K<0.01%-3813F-HRTimelineGroup
Insight Wealth Strategies, LLC4,392$210K0.03%-78113F-HRTimeline
Key Financial Inc4,375$209K0.05%013F-HRTimeline
Pineridge Advisors LLC3,805$182K0.07%+3813F-HRTimeline
Larson Financial Group LLC2,776$133K0.01%-1,02713F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…2,200$105K<0.01%013F-HRTimelineGroup
Tanglewood Legacy Advisors, LLC2,100$100K0.04%013F-HRTimeline
Farther Finance Advisors, LLC1,945$93.5K<0.01%-7913F-HRTimeline
Stephens Consulting, LLC1,824$87.2K0.02%-6313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,455$70K<0.01%+1,44313F-HRTimelineGroup
DUNCKER STREETT & CO INC1,392$66.5K0.01%013F-HRTimeline
MAI Capital Management1,298$62.1K<0.01%013F-HRTimeline
Creekmur Asset Management LLC1,107$52.9K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV868$41.5K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC625$29.9K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC546$26.1K0.01%-62513F-HRTimeline
Cornerstone Planning Group LLC328$15.1K<0.01%-11913F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC276$13.2K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC234$11.3K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC225$10.8K<0.01%013F-HR/ATimeline
LANARK FINANCIAL, INC.145$6K<0.01%new13F-HRTimeline
TD Capital Management LLC13$634<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3$139<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$48<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.