Purchases and Sales Made in Q2 2024 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 Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.75K+ 2.69% |
$152K - $162K
|
181K
$6.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.45K+ 106.95% |
$110K - $118K
|
6.67K
$242K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.12K+ 1.93% |
$67.9K - $72.6K
|
112K
$4.06M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
999+ 10.08% |
$32K - $34.2K
|
10.9K
$395K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
487+ 4.53% |
$15.6K - $16.7K
|
11.2K
$407K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
133+ 1.47% |
$4.25K - $4.55K
|
9.21K
$333K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
112+ 0.58% |
$3.58K - $3.83K
|
19.4K
$702K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-103- 0.07% |
$3.29K - $3.52K
|
148K
$5.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-369- 1.05% |
$11.8K - $12.6K
|
34.9K
$1.26M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-889- 0.63% |
$28.4K - $30.4K
|
141K
$5.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.14K- 52.52% |
$228K - $244K
|
6.45K
$234K
|