Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
31.4KNew |
$892K - $1.01M
|
31.4K
$908K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
24.9K+ 26.2% |
$709K - $801K
|
120K
$3.47M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.42K+ 6.23% |
$268K - $303K
|
161K
$4.64M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.25K+ 1.35% |
$63.8K - $72.2K
|
169K
$4.89M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
840+ 6.71% |
$23.9K - $27K
|
13.4K
$386K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
710+ 2.48% |
$20.2K - $22.8K
|
29.3K
$846K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
293New |
$8.32K - $9.41K
|
293
$8.47K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
141+ 94.0% |
$4.01K - $4.53K
|
291
$8.41K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
25+ 0.27% |
$710 - $803
|
9.16K
$265K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
11+ 0.07% |
$313 - $353
|
15.7K
$453K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
6+ 0.97% |
$170 - $193
|
626
$18.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.7% |
$28.4 - $32.1
|
143
$4.13K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-23- 39.66% |
$653 - $739
|
35
$1.01K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-37- 0.06% |
$1.05K - $1.19K
|
67.1K
$1.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-54- 0.76% |
$1.53K - $1.73K
|
7.09K
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-122- 0.88% |
$3.47K - $3.92K
|
13.8K
$398K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-855- 16.0% |
$24.3K - $27.5K
|
4.49K
$130K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.42K- 3.71% |
$40.2K - $45.5K
|
36.8K
$1.06M
|
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
SELL
|
- |
-2.85K- 24.77% |
$81K - $91.5K
|
8.66K
$250K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.28K- 1.61% |
$93.2K - $105K
|
201K
$5.81M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.33K- 27.23% |
$94.5K - $107K
|
8.9K
$257K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.54K- 16.03% |
$100K - $114K
|
18.5K
$536K
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-6.3K- 6.21% |
$179K - $202K
|
95.2K
$2.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.75K- 4.1% |
$192K - $217K
|
158K
$4.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.81K- 28.14% |
$194K - $219K
|
17.4K
$503K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11.7K- 21.35% |
$333K - $376K
|
43.2K
$1.25M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-36.4K- 77.04% |
$1.03M - $1.17M
|
10.8K
$313K
|