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 15 institutions that hold shares in the stock, with a total of 681,457 shares, which have been reported (via 13F filing form) to have a value of $24.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
180,991
shares
|
$6.49 Million
0.0% of portfolio
|
Q2 2024
Added 2.69%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
147,903
shares
|
$5.3 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
141,238
shares
|
$5.06 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.63%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
112,146
shares
|
$4.02 Million
0.0% of portfolio
|
Q2 2024
Added 1.93%
|
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
34,915
shares
|
$1.25 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.05%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
19,390
shares
|
$694,937
0.0% of portfolio
|
Q2 2024
Added 0.58%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
11,249
shares
|
$403,164
0.01% of portfolio
|
Q2 2024
Added 4.53%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
10,914
shares
|
$391,157
0.0% of portfolio
|
Q2 2024
Added 10.08%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
9,206
shares
|
$329,943
0.0% of portfolio
|
Q2 2024
Added 1.47%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
6,670
shares
|
$239,052
0.0% of portfolio
|
Q2 2024
Added 106.95%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
6,451
shares
|
$231,203
0.0% of portfolio
|
Q2 2024
Reduced 52.52%
|
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
284
shares
|
$10,178
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
65
shares
|
$2,329
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 09, 2024 Q2 2024 |
35
shares
|
$1,254
0.0% of portfolio
|
Q4 2023
Reduced 44.44%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|