Latest Institutional Transactions on First Tr ETF Iii Horizon Manag (HDMV)
This table provides information on the latest institutional transactions involving First Tr ETF Iii Horizon Manag (HDMV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-855- 16.0% |
$24.3K - $27.5K
|
4.49K
$135K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.54K- 16.03% |
$100K - $114K
|
18.5K
$559K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
25+ 0.27% |
$710 - $803
|
9.16K
$276K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
24.9K+ 26.2% |
$709K - $801K
|
120K
$3.63M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
840+ 6.71% |
$23.9K - $27K
|
13.4K
$403K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.25K+ 1.35% |
$63.8K - $72.2K
|
169K
$5.11M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
11+ 0.07% |
$313 - $353
|
15.7K
$473K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
293New |
$8.32K - $9.41K
|
293
$8.84K
|
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
SELL
|
- |
-2.85K- 24.77% |
$81K - $91.5K
|
8.66K
$261K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-36.4K- 77.04% |
$1.03M - $1.17M
|
10.8K
$327K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.7% |
$27.8 - $29.7
|
142
$4.29K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.18K+ 0.72% |
$32.7K - $34.9K
|
164K
$4.96M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.4K- 25.18% |
$66.9K - $71.3K
|
7.14K
$216K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-872- 3.48% |
$24.3K - $25.9K
|
24.2K
$730K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-17.4K- 24.09% |
$484K - $516K
|
54.9K
$1.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.34K- 8.8% |
$37.3K - $39.8K
|
13.9K
$419K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
113+ 305.41% |
$3.14K - $3.35K
|
150
$4.53K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-213- 0.55% |
$5.92K - $6.32K
|
38.2K
$1.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
418+ 0.63% |
$11.6K - $12.4K
|
67.1K
$2.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2+ 3.57% |
$55.6 - $59.3
|
58
$1.75K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
313+ 1.11% |
$8.7K - $9.29K
|
28.6K
$862K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.65K+ 1.82% |
$101K - $108K
|
204K
$6.17M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.01K+ 6.34% |
$251K - $267K
|
151K
$4.56M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
482+ 349.28% |
$13.4K - $14.3K
|
620
$18.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.21K+ 10.97% |
$33.6K - $35.8K
|
12.2K
$369K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-4- 1.28% |
$112 - $118
|
308
$9.3K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-293- 65.4% |
$8.22K - $8.61K
|
155
$4.68K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.72K+ 30.79% |
$160K - $168K
|
24.3K
$733K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.95K- 3.95% |
$54.6K - $57.2K
|
47.3K
$1.43M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
17KNew |
$477K - $500K
|
17K
$514K
|
|
| Q4 2023 | |||||||
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
334+ 575.86% |
$8.67K - $9.63K
|
392
$11.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
67New |
$1.74K - $1.93K
|
67
$2.02K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
29KNew |
$753K - $836K
|
29K
$875K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.12KNew |
$29.2K - $32.4K
|
1.12K
$33.9K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
21.5K+ 178.64% |
$579K - $626K
|
33.5K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$26.9 - $29.2
|
1
$30.2
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.59K- 1.58% |
$42.7K - $46.2K
|
98.6K
$2.98M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-173- 30.19% |
$4.66K - $5.04K
|
400
$12.1K
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.66KNew |
$44.7K - $48.3K
|
1.66K
$50K
|
|
| Q1 2023 | |||||||
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
392New |
$10.7K - $11.3K
|
392
$11.8K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.63K- 92.5% |
$44.3K - $46.9K
|
132
$3.98K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-795- 9.97% |
$21.6K - $22.9K
|
7.18K
$217K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-263- 18.26% |
$6.28K - $7.25K
|
1.18K
$35.5K
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
7.39KNew |
$176K - $204K
|
7.39K
$223K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
295New |
$7.04K - $8.13K
|
295
$8.9K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
419New |
$10.3K - $12K
|
419
$12.6K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
8.19KNew |
$227K - $254K
|
8.19K
$247K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-13.7KClosed |
$379K - $424K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
122New |
$3.39K - $3.79K
|
122
$3.68K
|
|