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 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
122New |
$3.39K - $3.79K
|
122
$3.61K
|
|
| Q1 2022 | |||||||
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-595Closed |
$17.1K - $19.1K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
193KNew |
$5.57M - $6.2M
|
193K
$5.72M
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-273Closed |
$7.86K - $8.76K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-61Closed |
$1.76K - $1.96K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-10.4KClosed |
$300K - $334K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.69KClosed |
$234K - $248K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-336KClosed |
$10.2M - $10.9M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-225Closed |
$6.85K - $7.26K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-8.55KClosed |
$264K - $280K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-151Closed |
$4.66K - $4.95K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Atwood & Palmer Inc
|
SELL
|
- |
-700Closed |
$21.6K - $23K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-146Closed |
$4.5K - $4.79K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.8KClosed |
$338K - $355K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-556Closed |
$17.4K - $18.2K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Apr 30, 2021
Q1 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-15.8KClosed |
$473K - $497K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jan 13, 2021
Q4 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-638Closed |
$17.6K - $19.7K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 30, 2020
Q3 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-20.8KClosed |
$583K - $614K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-14Closed |
$392 - $412
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-27Closed |
$755 - $795
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Stone X Group Inc.
|
SELL
|
- |
-7.18KClosed |
$201K - $212K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
1776 Wealth LLC
|
SELL
|
- |
-3.46KClosed |
$96.8K - $102K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-12.1KClosed |
$340K - $358K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-300Closed |
$8.39K - $8.84K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-98.4KClosed |
$2.75M - $2.9M
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-21.1KClosed |
$592K - $623K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8KClosed |
$224K - $236K
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-51.5KClosed |
$1.44M - $1.52M
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-3Closed |
$83.9 - $88.4
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-20.6KClosed |
$575K - $605K
|
0
$0
|
|
|
Oct 06, 2020
Q3 2020
|
Creative Financial Designs Inc
|
SELL
|
- |
-414Closed |
$11.6K - $12.2K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
25.8KNew |
$645K - $749K
|
25.8K
$763K
|
|
|
Aug 14, 2020
Q2 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-7.54KClosed |
$189K - $219K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.36KClosed |
$234K - $272K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
D.A. Davidson & Co.
|
SELL
|
- |
-47.4KClosed |
$1.19M - $1.38M
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Advisory Services Network, LLC
|
SELL
|
- |
-56Closed |
$1.4K - $1.63K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-24.6KClosed |
$617K - $716K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.52KClosed |
$38K - $44.1K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Ae Wealth Management LLC
|
SELL
|
- |
-16.6KClosed |
$416K - $482K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-497Closed |
$12.4K - $14.4K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Concorde Asset Management, LLC
|
SELL
|
- |
-8.31KClosed |
$208K - $241K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
63New |
$1.48K - $2.17K
|
63
$1.86K
|
|
|
May 15, 2020
Q1 2020
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-12.6KClosed |
$295K - $435K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Cwm, LLC
|
SELL
|
- |
-831- 84.97% |
$19.5K - $28.7K
|
147
$4.35K
|
|
| Q4 2019 | |||||||
|
Jan 30, 2024
Q4 2019
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
21.8KNew |
$713K - $751K
|
21.8K
$646K
|
|
|
Feb 05, 2020
Q4 2019
|
Private Ocean, LLC
|
SELL
|
- |
-95Closed |
$3.1K - $3.27K
|
0
$0
|
|
|
Jan 21, 2020
Q4 2019
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-6.14KClosed |
$200K - $211K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 07, 2019
Q3 2019
|
F Dx Advisors, Inc.
|
SELL
|
- |
-101KClosed |
$3.35M - $3.42M
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
Allworth Financial LP
|
SELL
|
- |
-51Closed |
$1.69K - $1.72K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.7KClosed |
N/A
|
0
$0
|
|