Purchases and Sales Made in Q1 2023 in 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) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TR EXCHANGE-TRD FD III H.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
109KNew |
$3.19M - $3.64M
|
109K
$3.93M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.18K+ 2.29% |
$123K - $140K
|
187K
$6.77M
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.86K+ 11.06% |
$113K - $130K
|
38.7K
$1.4M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.06K+ 2.39% |
$60.6K - $69.1K
|
88.3K
$3.2M
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.13K+ 2.82% |
$33.2K - $37.9K
|
41.2K
$1.49M
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
943+ 13.83% |
$27.7K - $31.7K
|
7.76K
$281K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
821+ 8.11% |
$24.1K - $27.6K
|
10.9K
$396K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
631+ 8.85% |
$18.6K - $21.2K
|
7.76K
$281K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
459+ 21.02% |
$13.5K - $15.4K
|
2.64K
$95.7K
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
190+ 0.46% |
$5.59K - $6.38K
|
41.2K
$1.49M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
167+ 10.38% |
$4.91K - $5.61K
|
1.78K
$64.3K
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
28New |
$823 - $940
|
28
$1.01K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-239- 0.57% |
$7.03K - $8.03K
|
41.7K
$1.51M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-351- 1.96% |
$10.3K - $11.8K
|
17.6K
$636K
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-943- 12.15% |
$27.7K - $31.7K
|
6.82K
$247K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.82K- 27.36% |
$171K - $196K
|
15.5K
$560K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.37K- 5.92% |
$276K - $315K
|
149K
$5.39M
|