Hbw Advisory Services LLC First Tr Exchange Trd Fd Iii H Transaction History

Hbw Advisory Services LLC

$726 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 04, 2024	BUY	$32.99 - $36.63 $19,596 - $21,758	594 New	594 $21,000
Q3 2023 Oct 11, 2023	BUY	$29.32 - $32.0 $45,094 - $49,216	1,538 New	1,538 $45,000

Others Institutions Holding HSMV

# of Institutions

18

Shares Held

747K

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

189K
Shares

$6.91 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

155K
Shares

$5.67 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

143K
Shares

$5.23 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

137K
Shares

$5 Million
0.01% of portfolio
Orion Portfolio Solutions, LLC

33.1K
Shares

$1.21 Million
0.01% of portfolio

About FIRST TR EXCHANGE-TRD FD III H

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