Purchases and Sales Made in Q2 2024 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 Q2 2024. 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 |
---|---|---|---|---|---|---|---|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.01K+ 6.34% |
$251K - $267K
|
151K
$4.37M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.85K+ 3.63% |
$163K - $173K
|
167K
$4.83M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.65K+ 1.82% |
$101K - $108K
|
204K
$5.9M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.21K+ 10.97% |
$33.6K - $35.8K
|
12.2K
$353K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.18K+ 0.72% |
$32.7K - $34.9K
|
164K
$4.75M
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
613+ 4.08% |
$17K - $18.2K
|
15.6K
$452K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
567+ 2.64% |
$15.8K - $16.8K
|
22.1K
$638K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
508+ 4.23% |
$14.1K - $15.1K
|
12.5K
$362K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
482+ 349.28% |
$13.4K - $14.3K
|
620
$17.9K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
418+ 0.63% |
$11.6K - $12.4K
|
67.1K
$1.94M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
313+ 1.11% |
$8.7K - $9.29K
|
28.6K
$826K
|
|
Jul 17, 2024
Q2 2024
|
Moneywise, Inc.
|
BUY
|
- |
169+ 1.49% |
$4.7K - $5.01K
|
11.5K
$333K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
113+ 305.41% |
$3.14K - $3.35K
|
150
$4.34K
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2+ 3.57% |
$55.6 - $59.3
|
58
$1.68K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.7% |
$27.8 - $29.7
|
142
$4.1K
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.7% |
$27.8 - $29.7
|
142
$4.1K
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-213- 0.55% |
$5.92K - $6.32K
|
38.2K
$1.1M
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-607- 6.23% |
$16.9K - $18K
|
9.13K
$264K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-872- 3.48% |
$24.3K - $25.9K
|
24.2K
$699K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.34K- 8.8% |
$37.3K - $39.8K
|
13.9K
$402K
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.4K- 25.18% |
$66.9K - $71.3K
|
7.14K
$206K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.75K- 34.0% |
$76.5K - $81.7K
|
5.34K
$154K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.77K- 7.4% |
$105K - $112K
|
47.2K
$1.36M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-17.4K- 24.09% |
$484K - $516K
|
54.9K
$1.59M
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-68.6K- 40.34% |
$1.91M - $2.04M
|
102K
$2.93M
|