Purchases and Sales Made in Q1 2025 in First Tr ETF Iii Horizon Manag (HDMV)
This table provides information about the institutional ownership of First Tr ETF Iii Horizon Manag (HDMV) during Q1 2025. The information is specifically focused on institutions that hold shares of FIRST TR ETF III HORIZON MANAG.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
19.8K+ 65.87% |
$562K - $638K
|
49.8K
$1.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
15.2KNew |
$432K - $491K
|
15.2K
$523K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.23K+ 3.8% |
$177K - $201K
|
170K
$5.85M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.54K+ 1.21% |
$72.2K - $82K
|
213K
$7.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
268New |
$7.61K - $8.65K
|
268
$9.21K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
268+ 3.56% |
$7.61K - $8.65K
|
7.8K
$268K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.1% |
$227 - $258
|
8.05K
$277K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-98- 15.68% |
$2.78K - $3.16K
|
527
$18.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.65K- 7.61% |
$46.8K - $53.2K
|
20K
$688K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-2.7K- 92.59% |
$76.7K - $87.1K
|
216
$7.42K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-3.83K- 8.67% |
$109K - $124K
|
40.4K
$1.39M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-20.5K- 41.12% |
$582K - $661K
|
29.3K
$1.01M
|