Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
27K+ 7.06% |
$832K - $884K
|
409K
$11.8M
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
23.2KNew |
$716K - $761K
|
23.2K
$671K
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
BUY
|
- |
12.7K+ 16459.74% |
$391K - $416K
|
12.8K
$369K
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.69KNew |
$237K - $252K
|
7.69K
$222K
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.86K+ 2.78% |
$212K - $225K
|
253K
$7.32M
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.09K+ 8.69% |
$126K - $134K
|
51.1K
$1.48M
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.75K+ 0.68% |
$116K - $123K
|
557K
$16.1M
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.13K+ 3.99% |
$96.6K - $103K
|
81.6K
$2.36M
|
|
Nov 15, 2021
Q3 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3.09K+ 1.69% |
$95.3K - $101K
|
186K
$5.38M
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.72K+ 7.04% |
$83.9K - $89.2K
|
41.4K
$1.2M
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.8K+ 11.52% |
$55.5K - $59K
|
17.4K
$503K
|
|
Nov 15, 2021
Q3 2021
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.73K+ 0.52% |
$53.2K - $56.6K
|
336K
$9.72M
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.3K+ 14.8% |
$40K - $42.5K
|
10K
$290K
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
918+ 3.23% |
$28.3K - $30.1K
|
29.3K
$847K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
652+ 9.18% |
$20.1K - $21.4K
|
7.75K
$224K
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
230New |
$7.1K - $7.54K
|
230
$6.65K
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
225New |
$6.94K - $7.38K
|
225
$6.5K
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
BUY
|
- |
199+ 2.02% |
$6.14K - $6.53K
|
10K
$290K
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
120+ 0.37% |
$3.7K - $3.94K
|
32.6K
$943K
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3+ 1.11% |
$92.6 - $98.4
|
274
$7.92K
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 1.32% |
$61.7 - $65.6
|
153
$4.42K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2Closed |
$61.7 - $65.6
|
0
$0
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-87- 46.52% |
$2.68K - $2.85K
|
100
$2.89K
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-146Closed |
$4.5K - $4.79K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-151Closed |
$4.66K - $4.95K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-182- 14.64% |
$5.61K - $5.97K
|
1.06K
$30.7K
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-288- 0.53% |
$8.88K - $9.45K
|
54.4K
$1.57M
|
|
Oct 19, 2021
Q3 2021
|
Atwood & Palmer Inc
|
SELL
|
- |
-700Closed |
$21.6K - $23K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.3K- 6.88% |
$40.1K - $42.7K
|
17.6K
$509K
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-2.37KClosed |
$73.2K - $77.9K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.91K- 12.53% |
$89.8K - $95.4K
|
20.3K
$587K
|
|
Oct 12, 2021
Q3 2021
|
Moneywise, Inc.
|
SELL
|
- |
-2.96K- 9.28% |
$91.4K - $97.2K
|
29K
$837K
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.4K- 21.62% |
$198K - $210K
|
23.2K
$671K
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-8.55KClosed |
$264K - $280K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.4K- 38.37% |
$353K - $375K
|
18.4K
$531K
|
|
Nov 15, 2021
Q3 2021
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-11.9KClosed |
$367K - $390K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-46.5KClosed |
$1.43M - $1.53M
|
0
$0
|