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 720,715 shares, which have been reported (via 13F filing form) to have a value of $25.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
183,876
shares
|
$6.6 Million
0.0% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
147,218
shares
|
$5.28 Million
0.01% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
138,661
shares
|
$4.98 Million
0.02% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
132,863
shares
|
$4.77 Million
0.0% of portfolio
|
Q1 2025
Added 4.84%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
33,064
shares
|
$1.19 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
26,500
shares
|
$951,085
0.03% of portfolio
|
Q1 2025
Reduced 24.21%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
17,416
shares
|
$625,060
0.0% of portfolio
|
Q1 2025
Reduced 5.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
12,127
shares
|
$435,238
0.01% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
9,700
shares
|
$348,133
0.0% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
9,165
shares
|
$328,931
0.0% of portfolio
|
Q1 2025
Reduced 6.21%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
May 15, 2025 Q1 2025 |
7,841
shares
|
$281,413
0.23% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,601
shares
|
$57,459
0.0% of portfolio
|
Q4 2024
Added 401.87%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
244
shares
|
$8,757
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
227
shares
|
$8,147
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
176
shares
|
$6,316
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
35
shares
|
$1,256
0.0% of portfolio
|
Q4 2023
Reduced 44.44%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
1
shares
|
$35
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|