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 |
---|---|---|---|---|---|---|---|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-468- 6.0% |
$14.1K - $16.7K
|
7.33K
$256K
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-8.05K- 19.92% |
$242K - $287K
|
32.4K
$1.13M
|
|
Q1 2025 | |||||||
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
29.4K+ 239.22% |
$835K - $948K
|
41.7K
$1.45M
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.06K- 46.31% |
$200K - $228K
|
8.18K
$285K
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.7% |
$28.4 - $32.3
|
143
$4.99K
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.07K+ 21.09% |
$116K - $131K
|
23.4K
$815K
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.5K+ 38.34% |
$297K - $338K
|
37.8K
$1.32M
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
370New |
$10.5K - $11.9K
|
370
$12.9K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1New |
$28.4 - $32.3
|
1
$34.9
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-801- 7.02% |
$22.8K - $25.8K
|
10.6K
$370K
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2K- 6.66% |
$56.8K - $64.6K
|
28.1K
$978K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-138- 5.6% |
$3.92K - $4.45K
|
2.33K
$81.1K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.79K+ 5.3% |
$250K - $284K
|
175K
$6.09M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.07K+ 0.65% |
$30.3K - $34.4K
|
165K
$5.74M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-15.5K- 55.36% |
$439K - $499K
|
12.5K
$435K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-98- 15.68% |
$2.78K - $3.16K
|
527
$18.4K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-2.7K- 92.59% |
$76.7K - $87.1K
|
216
$7.53K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.54K+ 1.21% |
$72.2K - $82K
|
213K
$7.43M
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
268New |
$7.61K - $8.65K
|
268
$9.35K
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
15.2KNew |
$432K - $491K
|
15.2K
$530K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-20.5K- 41.12% |
$582K - $661K
|
29.3K
$1.02M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.23K+ 3.8% |
$177K - $201K
|
170K
$5.94M
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.1% |
$227 - $258
|
8.05K
$281K
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.65K- 7.61% |
$46.8K - $53.2K
|
20K
$698K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.86K+ 9.17% |
$168K - $184K
|
69.8K
$2.43M
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
87New |
$2.5K - $2.73K
|
87
$3.03K
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-15.6K- 36.2% |
$448K - $489K
|
27.5K
$960K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.1K+ 379.38% |
$31.7K - $34.6K
|
1.4K
$48.6K
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
8.76KNew |
$251K - $274K
|
8.76K
$305K
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-261- 0.71% |
$7.49K - $8.18K
|
36.5K
$1.27M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
636+ 4.76% |
$18.3K - $19.9K
|
14K
$488K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.58KNew |
$74.2K - $81K
|
2.58K
$90.1K
|
|
Q3 2024 | |||||||
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-23- 39.66% |
$653 - $739
|
35
$1.22K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
293New |
$8.32K - $9.41K
|
293
$10.2K
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
SELL
|
- |
-2.85K- 24.77% |
$81K - $91.5K
|
8.66K
$302K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-36.4K- 77.04% |
$1.03M - $1.17M
|
10.8K
$378K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-4- 1.28% |
$112 - $118
|
308
$10.7K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-293- 65.4% |
$8.22K - $8.61K
|
155
$5.4K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.95K- 3.95% |
$54.6K - $57.2K
|
47.3K
$1.65M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.72K+ 30.79% |
$160K - $168K
|
24.3K
$847K
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
17KNew |
$477K - $500K
|
17K
$593K
|
|
Q4 2023 | |||||||
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
334+ 575.86% |
$8.67K - $9.63K
|
392
$13.7K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
67New |
$1.74K - $1.93K
|
67
$2.34K
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.12KNew |
$29.2K - $32.4K
|
1.12K
$39.2K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
21.5K+ 178.64% |
$579K - $626K
|
33.5K
$1.17M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$26.9 - $29.2
|
1
$34.9
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.59K- 1.58% |
$42.7K - $46.2K
|
98.6K
$3.44M
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-173- 30.19% |
$4.66K - $5.04K
|
400
$13.9K
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.66KNew |
$44.7K - $48.3K
|
1.66K
$57.8K
|