Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
29KNew |
$753K - $836K
|
29K
$839K
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28.1K+ 85.43% |
$729K - $809K
|
60.9K
$1.76M
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.9KNew |
$466K - $517K
|
17.9K
$519K
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15.1K+ 129.88% |
$392K - $435K
|
26.7K
$772K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10.8KNew |
$280K - $311K
|
10.8K
$312K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.62K+ 5.67% |
$68.1K - $75.6K
|
48.9K
$1.41M
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.6K+ 19.73% |
$41.6K - $46.2K
|
9.73K
$281K
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.36K+ 7.03% |
$35.2K - $39.1K
|
20.6K
$597K
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.12KNew |
$29.2K - $32.4K
|
1.12K
$32.5K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.03K+ 5.9% |
$26.8K - $29.8K
|
18.6K
$537K
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
334+ 575.86% |
$8.67K - $9.63K
|
392
$11.3K
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
320+ 0.5% |
$8.31K - $9.23K
|
64.6K
$1.87M
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
67New |
$1.74K - $1.93K
|
67
$1.94K
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.74% |
$26 - $28.8
|
137
$3.96K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-31- 35.63% |
$805 - $894
|
56
$1.62K
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-259- 2.56% |
$6.72K - $7.47K
|
9.84K
$285K
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-464- 65.82% |
$12K - $13.4K
|
241
$6.97K
|
|
Jan 29, 2024
Q4 2023
|
Moneywise, Inc.
|
SELL
|
- |
-477- 3.94% |
$12.4K - $13.8K
|
11.6K
$337K
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-613- 57.78% |
$15.9K - $17.7K
|
448
$13K
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-835- 6.09% |
$21.7K - $24.1K
|
12.9K
$372K
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.29K- 2.99% |
$33.4K - $37K
|
41.7K
$1.21M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.69K- 3.32% |
$44K - $48.8K
|
49.2K
$1.42M
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.51K- 12.17% |
$65.1K - $72.3K
|
18.1K
$524K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.79K- 2.84% |
$72.3K - $80.3K
|
95.3K
$2.76M
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.08K- 2.05% |
$106K - $117K
|
195K
$5.64M
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.35K- 3.18% |
$139K - $154K
|
163K
$4.71M
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8.06K- 39.32% |
$209K - $232K
|
12.4K
$360K
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.1K- 6.79% |
$261K - $290K
|
138K
$4M
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-13.4K- 7.31% |
$348K - $387K
|
170K
$4.92M
|