Purchases and Sales Made in Q1 2025 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 2025. 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 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.14K+ 4.84% |
$214K - $226K
|
133K
$4.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.44K+ 2.54% |
$120K - $127K
|
139K
$4.98M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.06K+ 1.69% |
$107K - $113K
|
184K
$6.6M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
468+ 0.32% |
$16.3K - $17.3K
|
147K
$5.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
244New |
$8.5K - $9K
|
244
$8.76K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
176New |
$6.13K - $6.49K
|
176
$6.32K
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
146+ 1.9% |
$5.09K - $5.38K
|
7.84K
$281K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
100+ 1.04% |
$3.49K - $3.69K
|
9.7K
$348K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1New |
$34.9 - $36.9
|
1
$35.9
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-193- 0.58% |
$6.73K - $7.12K
|
33.1K
$1.19M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-607- 6.21% |
$21.2K - $22.4K
|
9.17K
$329K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-917- 5.0% |
$32K - $33.8K
|
17.4K
$625K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.23K- 76.58% |
$182K - $193K
|
1.6K
$57.5K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.47K- 24.21% |
$295K - $312K
|
26.5K
$951K
|