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 |
---|---|---|---|---|---|---|---|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.7% |
$30 - $35.7
|
142
$5.03K
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
68.5KNew |
$2.06M - $2.45M
|
68.5K
$2.43M
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.39KNew |
$71.7K - $85.2K
|
2.39K
$84.5K
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
24.7KNew |
$742K - $882K
|
24.7K
$875K
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-21.1K- 50.5% |
$632K - $752K
|
20.6K
$731K
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-9.95K- 35.47% |
$299K - $355K
|
18.1K
$641K
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
2.28KNew |
$68.4K - $81.3K
|
2.28K
$80.7K
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-7.41K- 19.62% |
$222K - $264K
|
30.3K
$1.08M
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-913- 1.43% |
$27.4K - $32.6K
|
63K
$2.23M
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.6K+ 7.81% |
$410K - $487K
|
188K
$6.67M
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-200- 50.0% |
$6.01K - $7.14K
|
200
$7.09K
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
79+ 0.98% |
$2.37K - $2.82K
|
8.13K
$288K
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-14K- 99.68% |
$419K - $498K
|
45
$1.59K
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-83- 15.75% |
$2.49K - $2.96K
|
444
$15.7K
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
6.82KNew |
$205K - $243K
|
6.82K
$242K
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.54K+ 16.73% |
$76.4K - $90.8K
|
17.8K
$629K
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-3.29K- 11.22% |
$98.9K - $118K
|
26K
$923K
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5.72KNew |
$172K - $204K
|
5.72K
$203K
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-205K- 96.35% |
$6.17M - $7.33M
|
7.77K
$275K
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-738- 31.73% |
$22.2K - $26.4K
|
1.59K
$56.3K
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-468- 6.0% |
$14.1K - $16.7K
|
7.33K
$260K
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-8.05K- 19.92% |
$242K - $287K
|
32.4K
$1.15M
|
|
Q1 2025 | |||||||
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-36.5KClosed |
$1.04M - $1.18M
|
0
$0
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.06K- 46.31% |
$200K - $228K
|
8.18K
$290K
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
370New |
$10.5K - $11.9K
|
370
$13.1K
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.07K+ 21.09% |
$116K - $131K
|
23.4K
$828K
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1New |
$28.4 - $32.3
|
1
$35.4
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-801- 7.02% |
$22.8K - $25.8K
|
10.6K
$376K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.07K+ 0.65% |
$30.3K - $34.4K
|
165K
$5.83M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-15.5K- 55.36% |
$439K - $499K
|
12.5K
$442K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-2.7K- 92.59% |
$76.7K - $87.1K
|
216
$7.65K
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
268New |
$7.61K - $8.65K
|
268
$9.5K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.23K+ 3.8% |
$177K - $201K
|
170K
$6.03M
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.65K- 7.61% |
$46.8K - $53.2K
|
20K
$709K
|
|
Q4 2024 | |||||||
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
87New |
$2.5K - $2.73K
|
87
$3.08K
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
8.76KNew |
$251K - $274K
|
8.76K
$310K
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-261- 0.71% |
$7.49K - $8.18K
|
36.5K
$1.29M
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.58KNew |
$74.2K - $81K
|
2.58K
$91.5K
|
|
Q3 2024 | |||||||
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-23- 39.66% |
$653 - $739
|
35
$1.24K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
293New |
$8.32K - $9.41K
|
293
$10.4K
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
SELL
|
- |
-2.85K- 24.77% |
$81K - $91.5K
|
8.66K
$307K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-36.4K- 77.04% |
$1.03M - $1.17M
|
10.8K
$384K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-293- 65.4% |
$8.22K - $8.61K
|
155
$5.49K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-4- 1.28% |
$112 - $118
|
308
$10.9K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.72K+ 30.79% |
$160K - $168K
|
24.3K
$861K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.95K- 3.95% |
$54.6K - $57.2K
|
47.3K
$1.68M
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
17KNew |
$477K - $500K
|
17K
$603K
|
|
Q4 2023 | |||||||
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
334+ 575.86% |
$8.67K - $9.63K
|
392
$13.9K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
67New |
$1.74K - $1.93K
|
67
$2.37K
|