Mutual Advisors, LLC First Tr ETF Iii Horizon Manag Transaction History

Mutual Advisors, LLC

$3.5 Billion
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 11, 2023	SELL	$27.21 - $28.82 $21,631 - $22,911	-795 Reduced 9.97%	7,181 $204,000
Q4 2022 Jan 12, 2023	SELL	$23.86 - $27.55 $34,119 - $39,396	-1,430 Reduced 15.2%	7,976 $0
Q2 2022 Aug 15, 2022	SELL	$27.77 - $31.04 $12,274 - $13,719	-442 Reduced 4.49%	9,406 $261,000
Q1 2022 May 09, 2022	SELL	$28.8 - $32.07 $11,433 - $12,731	-397 Reduced 3.88%	9,848 $302,000
Q4 2021 Feb 14, 2022	BUY	$30.45 - $32.28 $6,090 - $6,456	200 Added 1.99%	10,245 $326,000
Q3 2021 Nov 15, 2021	BUY	$30.85 - $32.8 $39,950 - $42,475	1,295 Added 14.8%	10,045 $310,000
Q2 2021 Aug 12, 2021	SELL	$31.22 - $32.77 $12,300 - $12,911	-394 Reduced 4.31%	8,750 $276,000
Q1 2021 May 13, 2021	SELL	$29.99 - $31.5 $869 - $913	-29 Reduced 0.32%	9,144 $285,000
Q4 2020 Feb 11, 2021	BUY	$27.55 - $30.85 $41,021 - $45,935	1,489 Added 19.38%	9,173 $280,000
Q3 2020 Nov 13, 2020	SELL	$27.98 - $29.46 $25,265 - $26,602	-903 Reduced 10.52%	7,684 $220,000
Q2 2020 Aug 05, 2020	BUY	$25.03 - $29.04 $214,932 - $249,366	8,587 New	8,587 $240,000
Q1 2020 May 13, 2020	SELL	$23.45 - $34.49 $155,356 - $228,496	-6,625 Closed	0 $0
Q4 2019 Feb 11, 2020	BUY	$32.66 - $34.38 $216,372 - $227,767	6,625 New	6,625 $227,000

Others Institutions Holding HDMV

# of Institutions

32

Shares Held

1.15M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

201K
Shares

$5.92 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

169K
Shares

$4.99 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

161K
Shares

$4.73 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

158K
Shares

$4.65 Million
0.01% of portfolio
Golden State Equity Partners South Coast Metro, CA

120K
Shares

$3.54 Million
2.09% of portfolio

About FIRST TR ETF III HORIZON MANAG

Ticker HDMV
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