Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.52KNew |
$267K - $307K
|
9.52K
$345K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.53K+ 21.11% |
$42.9K - $49.4K
|
8.77K
$318K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.3K+ 7.58% |
$36.6K - $42.1K
|
18.5K
$670K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
960+ 6.17% |
$26.9K - $31K
|
16.5K
$598K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
276+ 48.17% |
$7.74K - $8.91K
|
849
$30.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
65New |
$1.82K - $2.1K
|
65
$2.35K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$28.1 - $32.3
|
1
$36.2
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$28.1 - $32.3
|
1
$36.2
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-14- 0.04% |
$393 - $452
|
38.3K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-28- 44.44% |
$786 - $904
|
35
$1.27K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-155- 8.73% |
$4.35K - $5.01K
|
1.62K
$58.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-363- 3.88% |
$10.2K - $11.7K
|
8.99K
$325K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-921- 0.88% |
$25.8K - $29.7K
|
104K
$3.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.55K- 3.49% |
$43.5K - $50.1K
|
42.9K
$1.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.63K- 10.09% |
$73.7K - $84.8K
|
23.4K
$847K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.88K- 3.16% |
$80.8K - $93K
|
88.1K
$3.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.75K- 2.14% |
$105K - $121K
|
171K
$6.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.02K- 2.72% |
$113K - $130K
|
143K
$5.19M
|