Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
56.6K+ 129.88% |
$1.6M - $1.69M
|
100K
$2.94M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
32.4K+ 217.68% |
$915K - $965K
|
47.3K
$1.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.7K+ 1249.91% |
$386K - $407K
|
14.8K
$434K
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
763+ 3.42% |
$21.6K - $22.7K
|
23.1K
$679K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
278+ 1.99% |
$7.86K - $8.28K
|
14.3K
$419K
|
|
|
Jul 24, 2023
Q2 2023
|
Moneywise, Inc.
|
BUY
|
- |
92+ 0.77% |
$2.6K - $2.74K
|
12K
$352K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
67New |
$1.89K - $2K
|
67
$1.97K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 1.49% |
$56.5 - $59.6
|
136
$3.99K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$28.3 - $29.8
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.06K- 92.43% |
$30K - $31.6K
|
87
$2.56K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.13K- 9.3% |
$31.9K - $33.7K
|
11K
$324K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.47K- 3.19% |
$41.6K - $43.8K
|
44.6K
$1.31M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.28K- 22.2% |
$64.4K - $67.9K
|
7.98K
$234K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.93K- 4.43% |
$82.8K - $87.3K
|
63.2K
$1.86M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.07K- 19.95% |
$115K - $121K
|
16.3K
$480K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.03K- 5.07% |
$142K - $150K
|
94.1K
$2.76M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.71K- 4.8% |
$218K - $230K
|
153K
$4.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7.98K- 20.74% |
$226K - $238K
|
30.5K
$896K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-9.21K- 15.79% |
$260K - $274K
|
49.1K
$1.44M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-11.3K- 50.38% |
$319K - $336K
|
11.1K
$327K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.9K- 5.53% |
$364K - $383K
|
220K
$6.45M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-29K- 12.08% |
$821K - $865K
|
211K
$6.21M
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-54.8K- 68.62% |
$1.55M - $1.63M
|
25K
$735K
|