Purchases and Sales Made in Q1 2023 in First Tr ETF Iii Horizon Manag (HDMV)
This table provides information about the institutional ownership of First Tr ETF Iii Horizon Manag (HDMV) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TR ETF III HORIZON MANAG.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
43.6KNew |
$1.19M - $1.26M
|
43.6K
$1.26M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.48K+ 68.65% |
$149K - $158K
|
13.5K
$388K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.2K+ 31.21% |
$87.1K - $92.3K
|
13.5K
$388K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.8K+ 2.91% |
$76.2K - $80.7K
|
99.1K
$2.86M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.73K+ 15.83% |
$74.4K - $78.8K
|
20K
$577K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.55K+ 3.49% |
$42.3K - $44.8K
|
46.1K
$1.33M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.47K+ 3.3% |
$40K - $42.4K
|
46.1K
$1.33M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.2K+ 1.84% |
$32.5K - $34.4K
|
66.1K
$1.91M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.15KNew |
$31.3K - $33.1K
|
1.15K
$33.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.13K+ 10.21% |
$30.6K - $32.5K
|
12.2K
$350K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
997+ 7.68% |
$27.1K - $28.7K
|
14K
$403K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
392New |
$10.7K - $11.3K
|
392
$11.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Moneywise, Inc.
|
BUY
|
- |
59+ 0.5% |
$1.61K - $1.7K
|
11.9K
$343K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.75% |
$27.2 - $28.8
|
134
$3.86K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-198- 0.96% |
$5.39K - $5.71K
|
20.4K
$588K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-795- 9.97% |
$21.6K - $22.9K
|
7.18K
$207K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.07K- 49.33% |
$29K - $30.7K
|
1.09K
$31.5K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.49K- 87.24% |
$40.5K - $42.9K
|
218
$6.28K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.63K- 92.5% |
$44.3K - $46.9K
|
132
$3.81K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.49K- 4.09% |
$67.7K - $71.7K
|
58.3K
$1.68M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.86K- 11.31% |
$77.8K - $82.4K
|
22.4K
$646K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.2K- 23.78% |
$87.1K - $92.3K
|
10.3K
$296K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.51K- 3.31% |
$150K - $159K
|
161K
$4.63M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.5K- 3.03% |
$204K - $216K
|
240K
$6.93M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-9.4K- 19.64% |
$256K - $271K
|
38.5K
$1.11M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15.5K- 6.24% |
$421K - $446K
|
233K
$6.71M
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-44K- 35.54% |
$1.2M - $1.27M
|
79.8K
$2.3M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-135K- 85.76% |
$3.66M - $3.88M
|
22.3K
$644K
|
|