Institutional Ownership First Tr Exchange Trd Fd Iii H (HSMV)
This table provides information about the institutional ownership of First Tr Exchange Trd Fd Iii H (HSMV). We have compiled data on the 18 institutions that hold shares in the stock, with a total of 747,202 shares, which have been reported (via 13F filing form) to have a value of $27.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
189,446
shares
|
$6.91 Million
0.0% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
155,405
shares
|
$5.67 Million
0.01% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
143,420
shares
|
$5.23 Million
0.0% of portfolio
|
Q2 2025
Added 7.95%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
136,958
shares
|
$5 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
33,064
shares
|
$1.21 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
31,056
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.07%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
13,379
shares
|
$488,199
0.01% of portfolio
|
Q2 2025
Added 10.32%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
10,193
shares
|
$371,942
0.01% of portfolio
|
Q2 2025
Reduced 61.54%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
9,918
shares
|
$361,907
0.0% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
7,997
shares
|
$291,810
0.0% of portfolio
|
Q2 2025
Reduced 54.08%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Aug 13, 2025 Q2 2025 |
7,710
shares
|
$281,337
0.21% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
5,215
shares
|
$190,295
0.0% of portfolio
|
Q2 2025
Added 225.73%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
2,934
shares
|
$107,061
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
244
shares
|
$8,903
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
227
shares
|
$8,283
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
35
shares
|
$1,277
0.0% of portfolio
|
Q4 2023
Reduced 44.44%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
1
shares
|
$36
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|